Civic Intelligence

Ronald Mcdonald House Charities Of

EIN 86-0483792 • 501(c)3 • Phoenix, AZ

Profile

Maintaining and operating one or more facilities in the valley to provide temporary housing for seriously ill children and their families while the children are receiving treatment at a nearby hospital.

501 East Roanoke AvenuePhoenix, AZ 85004

www.rmhccnaz.org

Siviq Scores

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

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.03x

Higher debt load relative to revenue than 16% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

86th percentile

43%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$195,528

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

41%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$22,480,652

Up $2,225,481 (+11%) from 2023

Liabilities

Down

$188,653

Down $10,828 (-5.4%) from 2023

Net Assets

Up

$22,291,999

Up $2,236,309 (+11%) from 2023

Revenue

Up

$6,282,542

Up $1,830,302 (+41%) from 2023

Expenses

Down

$3,575,365

Down $177,999 (-4.7%) from 2023

Net Income

Up

$2,707,177

Up $2,008,301 (+287%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $10,295,563Liabilities 2011: $33,043Net Assets 2011: $10,262,5202011Assets 2012: $12,659,935Liabilities 2012: $108,043Net Assets 2012: $12,551,8922012Assets 2013: $11,772,870Liabilities 2013: $55,924Net Assets 2013: $11,716,9462013Assets 2014: $13,867,145Liabilities 2014: $210,840Net Assets 2014: $13,656,3052014Assets 2015: $13,226,025Liabilities 2015: $60,772Net Assets 2015: $13,165,2532015Assets 2016: $13,876,510Liabilities 2016: $110,600Net Assets 2016: $13,765,9102016Assets 2017: $15,011,730Liabilities 2017: $46,628Net Assets 2017: $14,965,1022017Assets 2018: $15,042,640Liabilities 2018: $75,953Net Assets 2018: $14,966,6872018Assets 2019: $15,987,672Liabilities 2019: $141,681Net Assets 2019: $15,845,9912019Assets 2020: $17,347,964Liabilities 2020: $115,971Net Assets 2020: $17,231,9932020Assets 2021: $18,606,113Liabilities 2021: $205,505Net Assets 2021: $18,400,6082021Assets 2022: $18,691,669Liabilities 2022: $128,216Net Assets 2022: $18,563,4532022Assets 2023: $20,255,171Liabilities 2023: $199,481Net Assets 2023: $20,055,6902023Assets 2024: $22,480,652Liabilities 2024: $188,653Net Assets 2024: $22,291,9992024

Highlighted filing

2024

Assets$22,480,652
Liabilities$188,653
Net Assets$22,291,999

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,132,156Expenses 2011: $1,905,440Net Income 2011: $226,7162011Expenses 2012: $2,018,9212012Revenue 2013: $3,459,714Expenses 2013: $2,272,612Net Income 2013: $1,187,1022013Revenue 2014: $3,087,109Expenses 2014: $2,493,348Net Income 2014: $593,7612014Revenue 2015: $2,643,631Expenses 2015: $2,909,734Net Income 2015: -$266,1032015Revenue 2016: $3,752,596Expenses 2016: $2,976,662Net Income 2016: $775,9342016Revenue 2017: $4,105,620Expenses 2017: $3,137,160Net Income 2017: $968,4602017Revenue 2018: $3,913,210Expenses 2018: $3,289,902Net Income 2018: $623,3082018Revenue 2019: $3,629,333Expenses 2019: $3,340,979Net Income 2019: $288,3542019Revenue 2020: $3,917,004Expenses 2020: $2,930,103Net Income 2020: $986,9012020Revenue 2021: $4,526,055Expenses 2021: $3,780,583Net Income 2021: $745,4722021Revenue 2022: $4,421,228Expenses 2022: $3,582,469Net Income 2022: $838,7592022Revenue 2023: $4,452,240Expenses 2023: $3,753,364Net Income 2023: $698,8762023Revenue 2024: $6,282,542Expenses 2024: $3,575,365Net Income 2024: $2,707,1772024

Highlighted filing

2024

Revenue$6,282,542
Expenses$3,575,365
Net Income$2,707,177

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.5$0.19$22.3$6.28$3.58$2.71
2023Detailed filing. Detailed filing data is available for this year.$20.3$0.20$20.1$4.45$3.75$0.70
2022Detailed filing. Detailed filing data is available for this year.$18.7$0.13$18.6$4.42$3.58$0.84
2021Detailed filing. Detailed filing data is available for this year.$18.6$0.21$18.4$4.53$3.78$0.75
2020Detailed filing. Detailed filing data is available for this year.$17.3$0.12$17.2$3.92$2.93$0.99
2019Detailed filing. Detailed filing data is available for this year.$16.0$0.14$15.8$3.63$3.34$0.29
2018Detailed filing. Detailed filing data is available for this year.$15.0$0.08$15.0$3.91$3.29$0.62
2017Summary only. Only limited summary data is available for this year.$15.0$0.05$15.0$4.11$3.14$0.97
2016Detailed filing. Detailed filing data is available for this year.$13.9$0.11$13.8$3.75$2.98$0.78
2015Detailed filing. Detailed filing data is available for this year.$13.2$0.06$13.2$2.64$2.91$0.27
2014Detailed filing. Detailed filing data is available for this year.$13.9$0.21$13.7$3.09$2.49$0.59
2013Detailed filing. Detailed filing data is available for this year.$11.8$0.06$11.7$3.46$2.27$1.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$0.11$12.6$2.02
2011Summary only. Only limited summary data is available for this year.$10.3$0.03$10.3$2.13$1.91$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 10, 2025
Return Version
2024v5.2
Gross Receipts
$9,154,997
Mission and Program Overview

Mission

Maintaining and operating one or more facilities in the valley to provide temporary housing for seriously ill children and their families while the children are receiving treatment at a nearby hospital. (continued on schedule o)continued from page 2: additionally, the organization provides scholarships to a diverse group of students.

To provide temporary housing for seriously ill children and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,834,867$10,222,927▲ $2,388,060
Investments in Publicly Traded Securities$9,167,266$8,651,205▼ $516,061
Investments Other Securities$1,649,825$1,745,532▲ $95,707
Cash and Non-Interest-Bearing Accounts$617,532$1,025,101▲ $407,569
Savings and Temporary Cash Investments$407,090$292,674▼ $114,416
Pledges and Grants Receivable$140,705$128,507▼ $12,198
Accounts Receivable$178,415$119,645▼ $58,770
Prepaid Expenses and Deferred Charges$25,091$37,058▲ $11,967
Total Assets$20,255,171$22,480,652▲ $2,225,481
Other Assets Total$234,380$258,003▲ $23,623
Liabilities
Accounts Payable and Accrued Expenses$199,481$169,316▼ $30,165
Other Liabilities$0$19,337▲ $19,337
Total Liabilities$199,481$188,653▼ $10,828
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,505,103$21,073,187▲ $2,568,084
Net Assets With Donor Restrictions$1,550,587$1,218,812▼ $331,775
Total Net Assets Fund Balance$20,055,690$22,291,999▲ $2,236,309
Total Liabilities and Net Assets / Fund Balance$20,255,171$22,480,652▲ $2,225,481

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,761,347$7,474,888$16,236,235
Equipment$125,356$618,052$743,408
Other Land Buildings$700,045$27,349$727,394
Land$636,179-$636,179
Other Securities$1,745,532--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,746,214-▲ $171,268$70,201$1,847,281
2023$1,647,821-▲ $142,394$-44,000$1,746,214
2022$1,918,735-▼ $202,614$68,300$1,647,821
2021$1,634,882$100,000▲ $254,034$70,181$1,918,735
2020$1,613,003-▲ $88,679$66,800$1,634,882
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kerry SchulmanCEOFT$187,014$8,514$195,528
William PetersonCOOFT$110,958$19,663$130,621

Highest Paid Contractors

ContractorServicesLocationCompensation
Truesense Marketing INCMarketingPO BOX 641114, Pittsburgh, PA 15264$294,015
Service 1st CompanyLeased Labor & Cleaning Svcs901 W 1ST AVENUE 3, Mesa, AZ 85210$113,630
Revenue and Support

Revenue Composition

Contributions and Grants
$4,224,291
Program Service Revenue
$553,659
Investment Income
$1,626,837
Other Revenue
$-122,245
All Other Contributions
$3,676,057
Change in Net Assets
$2,707,177

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table149$91,311Fair Market Value
Clothing and Household Goods-$56,753Fair Market Value
Other Non Cash Contri Table6$30,923Fair Market Value
Other Non Cash Contri Table1$4,286Fair Market Value
Total Noncash Contributions156$183,273-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,556,228
Revenue Not Reported on Financial Statements
$-273,686
Revenue Not Reported on Form 990
$-223,519
Other Revenue Adjustments
$-320,722
Total Revenue per Audited Statements
$6,332,709
Total Revenue per Form 990
$6,282,542
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,912,752
Salaries, Compensation, and Employee Benefits$1,368,598
Total Fundraising Expense$817,709
Professional Fundraising Fees$294,015
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$566,223$52,416$227,938$846,577
Depreciation Depletion$519,203$9,256$79,372$607,831
Fees for Services Other$205,401$114,380$52,800$372,581
Current Officers, Directors, Trustees, and Key Employees$226,451$41,455$48,882$316,788
Fees for Services Professional Fundraising--$294,015$294,015
Occupancy$193,005--$193,005
Payroll Taxes$101,855$11,983$35,949$149,787
Fees for Services Accounting-$113,300-$113,300
Office Expenses$30,982$48,097$19,222$98,301
Information Technology$62,017$20,413$13,962$96,392
Insurance$60,303$939$2,818$64,060
Fees for Service Investment Mgmnt Fees-$47,036-$47,036
Other Employee Benefits$22,533$2,603$9,738$34,874
Advertising$5,115$4,107$19,877$29,099
Conferences and Meetings$15,896$1,935$4,619$22,450
Pension Plan Contributions$13,585$1,031$5,956$20,572
Travel$12,275$1,508$2,561$16,344
Fees for Services Legal-$15,576-$15,576
Other Expenses$1,093$10,786-$11,879
Total Functional Expenses$2,250,921$506,735$817,709$3,575,365

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,096,400
Expenses per Audited Statements$3,702,099
Total Expenses per Form 990$3,575,365
Expenses Not Reported on Form 990$394,301
Expenses Not Reported on Financial Statements$-126,734
Other Expense Adjustments$-173,770
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$294,015
Fundraising Direct Expenses$266,083
Fundraising Gross Income$139,830
Gaming Gross Income$57,812
Gaming Direct Expenses$54,639

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$369,053$103,335$114,256$-10,921
Golf Tournament$207,161$24,645$20,825$3,820
Total Events$588,064$139,830$266,083$-126,253
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Company Owned by Board MemberLeased Labor and Cleaning ServicesNo$113,630
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Payable$19,337
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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, Section B, Line 11B

Form 990 is reviewed by the ceo, board treasurer, accountant, and finance committee prior to filing. After this review, a copy of the form 990 is provided to the entire board prior to filing.

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

The organization has adopted a conflict of interest policy that all board members, committee members, staff, volunteers, and affiliates must adhere to. Any known conflict of interest on the part of any interested person shall be disclosed to the board of directors. When the board considers an application for a grant or any other matter, any interested person who has an actual, potential or apparent conflict of interest with respect to the applicant or matter shall disclose his or her conflict to all of the members of the board and/or all of the members of the committee which is considering the application or other matter. No interested person shall vote on any matter in which he or she has a possible conflict of interest, and he or she shall not use personal influence in connection therewith. However, any interested person who is excluded from voting because of such possible conflict of interest may briefly state his or her position on the matter and answer pertinent questions of other board or committee members. The minutes of the meeting shall reflect that a disclosure was made and that the interested person abstained from voting. All interested persons receive a copy of the policy annually and must review and disclose any potential conflicts of interest. When the board considers an application for a grant or any other matter, any interested person who has an actual, potential or apparent conflict of interest with respect to the applicant or matter shall disclose his or her conflict to all of the members of the board and/or all of the members of the committee which is considering the application or other matter.

Form 990, Part VI, Section B, Line 15

The executive committee determines the compensation for the ceo and makes the recommendations to the board. The board votes to approve or not approve recommended compensation for ceo. The ceo determines the compensation for all staff. Every 2-3 years the organization conducts a compensation survey with an outside consultant to ensure that they are in line with compensation.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Ronald Mcdonald House Charities of
EIN
86-0483792
Phone
6022642654
Address
501 EAST ROANOKE AVENUE, PHOENIX, AZ 85004

Signing Officer

Name
Abran Villegas
Title
Board Treasurer
Phone
6022642654
Signed
2025-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kerry Schulman
Formed
1984
Legal Domicile
Az
Voting Board Members
26
Independent Board Members
26
Employees
29
Volunteers
2,719

Preparer

Firm
Beachfleischman Pllc
Address
1985 E RIVER ROAD SUITE 201, TUCSON, AZ 85718
Preparer
Monica a Vera CPA
Phone
5203214600
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 6, DESCRIPTION OF VOLUNTEERS:

In 2024, we had 2,719 volunteers who gave 8,157 hours of volunteer hours to the organization which equates to $251,806.59. Volunteers prepared and served 40,812 meals in 2024.

Form 990, Part IX, Line 11G

Billing: program service expenses 191. Management and general expenses 130. Fundraising expenses 0. Total expenses 321. Contract labor: program service expenses 196,924. Management and general expenses 62,613. Fundraising expenses 0. Total expenses 259,537. Payroll processing fees: program service expenses 0. Management and general expenses 5,854. Fundraising expenses 0. Total expenses 5,854. Other professional services: program service expenses 8,286. Management and general expenses 45,783. Fundraising expenses 52,800. Total expenses 106,869.

Financial Statement Notes

PART V, LINE 4:

The organization's endowments consist of the maruska family fund, an adoptaroom donor restricted endowment, and endowments held in the ronald mcdonald house charities fund (the acf fund) established with the acf. Investment earnings from the maruska family fund are restricted for specific spending needs related to adoptaroom purposes. The acf fund is comprised of board designated (quasiendowment) funds and donor restricted endowment funds. The primary purpose for investment earnings for endowments held with the acf is to provide additional funding for operations, excluding capital purchases. Funds established at acf are subject to acf's variance power.

PART X, LINE 2:

Asc 740 footnote from audited financial statements: the organization is exempt from income taxes under both federal internal revenue code section 501(c)(3) and arizona income tax laws, and is classified as other than a private foundation under internal revenue code section 509(a)(1). Income from certain activities not directly related to the organization's tax-exempt purpose, however, may be subject to taxation as unrelated business taxable income (ubti). From time to time, the organization may be subject to penalties and interest assessed by various taxing authorities, which are classified as general and administrative expenses if they occur.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Employee retention credit 173,770.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Special event expenses -320,722.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special event expenses 320,722.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Employee retention credit -173,770.

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IRS990/Desc0IN 2024, RONALD MCDONALD HOUSE CHARITIES OF CENTRAL AND NORTHERN ARIZONA PROVIDED 15,450 NIGHTS OF REST FOR FAMILIES TRAVELING TO PHOENIX AND MESA FOR MEDICAL CARE AND TREATMENT FOR THEIR CHILDREN. WE SERVED 1252 FAMILIES. EACH NIGHT WE PROVIDE TEMPORARY HOUSING FOR 72 FAMILIES AT ONE OF OUR THREE HOUSES WE OPERATE IN THE VALLEY. WE PROVIDE A WELCOMING "HOME-AWAY-FROM-HOME" FOR FAMILIES WHICH INCLUDE PRIVATE GUEST ROOMS AND PRIVATE BATHROOMS. WE HAVE PRIVATE APARTMENTS FOR FAMILIES WHO HAVE CHILDREN WHO ARE IMMUNOCOMPROMISED. WE PROVIDE NIGHTLY MEALS, LAUNDRY FACILITIES, AND OUTDOOR SPACES FOR CHILDREN AND FAMILIES. THE COST TO HOUSE A FAMILY FOR ONE NIGHT IS $132 AND THERE IS NEVER A CHARGE FOR FAMILIES TO STAY WITH US. WE ARE COMMUNITY FUNDED AND ARE FISCALLY RESPONSIBLE WITH OUR DONOR DOLLARS. WE HAVE A SMALL STAFF AND UTILIZE COMMUNITY VOLUNTEERS. NOTE: OUR CAMBRIDGE HOUSE WAS CLOSED 11 AND A HALF MONTHS IN 2024 FOR RENOVATIONS. THE HOUSE REOPENED TO SERVE FAMILIES IN THE MIDDLE OF DECEMBER, 2024
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IRS990/MissionDesc0MAINTAINING AND OPERATING ONE OR MORE FACILITIES IN THE VALLEY TO PROVIDE TEMPORARY HOUSING FOR SERIOUSLY ILL CHILDREN AND THEIR FAMILIES WHILE THE CHILDREN ARE RECEIVING TREATMENT AT A NEARBY HOSPITAL.
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