Civic Intelligence

The Robert J Wick Family Foundation % Arizona Community Foundation

EIN 86-0782796 • 501(c)3 • Phoenix, AZ

Profile

To perform the functions of, or to carry out the purposes of the arizona community foundation, an az nonprofit corporation, so long as arizona community foundation remains a qualified organization.

2201 E Camelback Rd 405BPhoenix, AZ 85016

none

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

1st percentile

-24438%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

8th percentile

-86%

Faster revenue growth than 8% of similar nonprofits.

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

Assets

Down

$0

Down $434,634 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $434,634 (-100%) from 2023

Revenue

Down

$1,973

Down $12,456 (-86%) from 2023

Expenses

Up

$484,125

Up $458,827 (+1814%) from 2023

Net Income

Down

-$482,152

Down $471,283 (-4336%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $392,502Liabilities 2011: $02011Assets 2012: $388,606Liabilities 2012: $02012Assets 2013: $402,061Liabilities 2013: $02013Assets 2014: $428,563Liabilities 2014: $02014Assets 2015: $445,179Liabilities 2015: $0Net Assets 2015: $445,1792015Assets 2016: $403,699Liabilities 2016: $0Net Assets 2016: $403,6992016Assets 2017: $434,861Liabilities 2017: $0Net Assets 2017: $434,8612017Assets 2018: $448,340Liabilities 2018: $0Net Assets 2018: $448,3402018Assets 2019: $428,374Liabilities 2019: $0Net Assets 2019: $428,3742019Assets 2020: $387,583Liabilities 2020: $0Net Assets 2020: $387,5832020Assets 2021: $463,412Liabilities 2021: $0Net Assets 2021: $463,4122021Assets 2022: $473,103Liabilities 2022: $0Net Assets 2022: $473,1032022Assets 2023: $434,634Liabilities 2023: $0Net Assets 2023: $434,6342023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$500K$0-$500KRevenue 2011: $14,566Expenses 2011: $18,064Net Income 2011: -$3,4982011Revenue 2012: $11,972Expenses 2012: $3,293Net Income 2012: $8,6792012Revenue 2013: $13,667Expenses 2013: $18,837Net Income 2013: -$5,1702013Revenue 2014: $12,198Expenses 2014: $24,536Net Income 2014: -$12,3382014Revenue 2015: $25,894Expenses 2015: $4,912Net Income 2015: $20,9822015Revenue 2016: $21,435Expenses 2016: $24,887Net Income 2016: -$3,4522016Revenue 2017: $57,529Expenses 2017: $19,060Net Income 2017: $38,4692017Revenue 2018: $30,307Expenses 2018: $26,104Net Income 2018: $4,2032018Revenue 2019: $18,416Expenses 2019: $26,778Net Income 2019: -$8,3622019Revenue 2020: $15,740Expenses 2020: $22,127Net Income 2020: -$6,3872020Revenue 2021: $36,970Expenses 2021: $22,990Net Income 2021: $13,9802021Revenue 2022: $34,629Expenses 2022: $25,905Net Income 2022: $8,7242022Revenue 2023: $14,429Expenses 2023: $25,298Net Income 2023: -$10,8692023Revenue 2024: $1,973Expenses 2024: $484,125Net Income 2024: -$482,1522024

Highlighted filing

2024

Revenue$1,973
Expenses$484,125
Net Income-$482,152

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$4.84$4.82
2023Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.14$0.25$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.35$0.26$0.09
2021Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.37$0.23$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.16$0.22$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.18$0.27$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.30$0.26$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.58$0.19$0.38
2016Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.21$0.25$0.03
2015Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.26$0.05$0.21
2014Summary only. Only limited summary data is available for this year.$4.29$0.00$0.12$0.25$0.12
2013Summary only. Only limited summary data is available for this year.$4.02$0.00$0.14$0.19$0.05
2012Summary only. Only limited summary data is available for this year.$3.89$0.00$0.12$0.03$0.09
2011Summary only. Only limited summary data is available for this year.$3.93$0.00$0.15$0.18$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Sep 11, 2024
Return Version
2023v5.1
Gross Receipts
$7,536
Mission and Program Overview

Mission

To perform the functions of, or to carry out the purposes of the arizona community foundation, an az nonprofit corporation, so long as arizona community foundation remains a qualified organization.

Primary exempt purpose - to perform the functions of, or to carry out the purposes of the arizona community foundation, an az nonprofit corporation, so long as arizona community foundation remains a qualified organization.

Program Services

DescriptionGrantsExpenses
GRANTS TO CHARITABLE ORGANIZATIONS IN SUPPORT OF THE PURPOSES OF THE ARIZONA COMMUNITY FOUNDATION.$478,857$478,857
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL M GARCIADirector-$0--
MARILYN HARRISDirector-$0--
MORGAN BISHOP FRASERDirector-$0--
ANNA MARIA CHAVEZPresident-$0--
STEPHANIE HARRERSecretary/Treasurer-$0--
KYLA QUINTEROSecretary/Treasurer (Thru 12/23)-$0--
ROSEMARY WICKVice Chair-$0--
STAN SCHUMANChairman-$0--
Filing and Contact Details

Filer

Filer Name
The Robert J Wick Family Foundation
EIN
86-0782796
Phone
6023811400
Address
2201 E CAMELBACK RD 405B, PHOENIX, AZ 85016

Signing Officer

Name
Anna Maria Chavez
Title
President
Phone
6023811400
Signed
2024-09-11
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
2055 E WARNER RD STE 101, TEMPE, AZ 85284
Preparer
Colette Kamps CPA
Phone
4808394900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 7,536.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: arizona community foundation. Grantee address: 2201 e. Camelback rd. Phoenix, az 85016. Grantee relationship: supported organization. Property description: investments. Method used to determine fmv: fair market value. Date of gift: 02/21/24. Amount given: 478,857.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: management fees. Amount: 4,769. Description: investment management fees. Amount: 499. Total to form 990-ez, line 16: 5,268.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized investment gains. Amount: 47,518.

Raw XML Appendix207 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY/TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CHAIRMAN
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PrimaryExemptPurposeTxt0PRIMARY EXEMPT PURPOSE - TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE ARIZONA COMMUNITY FOUNDATION, AN AZ NONPROFIT CORPORATION, SO LONG AS ARIZONA COMMUNITY FOUNDATION REMAINS A QUALIFIED ORGANIZATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS TO CHARITABLE ORGANIZATIONS IN SUPPORT OF THE PURPOSES OF THE ARIZONA COMMUNITY FOUNDATION.
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IRS990EZ/TotalExpensesAmt0484125
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IRS990EZ/TotalRevenueAmt01973
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IRS990ScheduleN/EmployeeOfSuccessorInd01
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0ARIZONA COMMUNITY FOUNDATION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02024-02-21
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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0PERSON(S) INVOLVED: KYLA QUINTERO, MORGAN BISHOP FRASER, STEPHANIE HARRER, AND ANNA MARIA CHAVEZ
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1EXPLANATION OF INVOLVEMENT: KYLA QUINTERO (THRU 12/23), MORGAN BISHOP FRASER, STEPHANIE HARRER, AND ANNA MARIA CHAVEZ ARE EMPLOYEES OF TRANSFEREE/SUPPORTED ORGANIZATION
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2E:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 2E:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 7,536.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: ARIZONA COMMUNITY FOUNDATION. GRANTEE ADDRESS: 2201 E. CAMELBACK RD. PHOENIX, AZ 85016. GRANTEE RELATIONSHIP: SUPPORTED ORGANIZATION. PROPERTY DESCRIPTION: INVESTMENTS. METHOD USED TO DETERMINE FMV: FAIR MARKET VALUE. DATE OF GIFT: 02/21/24. AMOUNT GIVEN: 478,857.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MANAGEMENT FEES. AMOUNT: 4,769. DESCRIPTION: INVESTMENT MANAGEMENT FEES. AMOUNT: 499. TOTAL TO FORM 990-EZ, LINE 16: 5,268.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED INVESTMENT GAINS. AMOUNT: 47,518.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNA MARIA CHAVEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06023811400
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERT J WICK FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ARIZONA COMMUNITY FONDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0860782796
ReturnHeader/Filer/PhoneNum06023811400
ReturnHeader/Filer/USAddress/AddressLine1Txt02201 E CAMELBACK RD 405B
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085016
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02055 E WARNER RD STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMPE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
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ReturnHeader/PreparerPersonGrp/PhoneNum04808394900
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COLETTE KAMPS CPA
ReturnHeader/ReturnTs02024-09-14T11:41:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

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