Civic Intelligence

The Worth & Dot Howard Foundation

990 • Fiscal year 2022 • EIN 86-0984133

Jul 01, 2021 to Jun 30, 2022 • Filed on May 08, 2023

Organization ProfileN/A
6191 North 29th PlacePhoenix, AZ 85016

(602) 852-0484

Siviq Scores

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

Liabilities / Assets

48th percentile

0.06x

Higher debt load relative to assets than 48% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

92nd percentile

1.92x

Higher debt load relative to revenue than 92% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

2nd percentile

-197%

Higher net margin than 2% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

89th percentile

$186,086

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 366.1% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

14th percentile

-14%

Faster asset growth than 14% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

72nd percentile

28%

Faster revenue growth than 72% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$1,735,021

Down $274,630 (-14%) from 2021

Net Assets

Down

$1,637,499

Down $265,044 (-14%) from 2021

Liabilities

Down

$97,522

Down $9,586 (-8.9%) from 2021

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin2nd percentile

Revenue

Up

$50,834

Up $11,180 (+28%) from 2021

Expenses

Down

$150,726

Down $24,401 (-14%) from 2021

Net Income

Up

-$99,892

Up $35,581 (+26%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,238,186Liabilities 2011: $100,952Net Assets 2011: $2,137,2342011Assets 2012: $2,291,249Liabilities 2012: $99,574Net Assets 2012: $2,191,6752012Assets 2013: $2,327,813Liabilities 2013: $113,368Net Assets 2013: $2,214,4452013Assets 2014: $2,392,595Liabilities 2014: $126,287Net Assets 2014: $2,266,3082014Assets 2015: $2,083,829Liabilities 2015: $120,503Net Assets 2015: $1,963,3262015Assets 2016: $2,061,618Liabilities 2016: $114,086Net Assets 2016: $1,947,5322016Assets 2017: $1,875,396Liabilities 2017: $120,589Net Assets 2017: $1,754,8072017Assets 2018: $1,795,234Liabilities 2018: $118,730Net Assets 2018: $1,676,5042018Assets 2019: $1,776,485Liabilities 2019: $104,136Net Assets 2019: $1,672,3492019Assets 2020: $1,616,167Liabilities 2020: $88,041Net Assets 2020: $1,528,1262020Assets 2021: $2,009,651Liabilities 2021: $107,108Net Assets 2021: $1,902,5432021Assets 2022: $1,735,021Liabilities 2022: $97,522Net Assets 2022: $1,637,4992022Assets 2023: $1,896,992Liabilities 2023: $94,976Net Assets 2023: $1,802,0162023Assets 2024: $874,132Liabilities 2024: $113,184Net Assets 2024: $760,9482024

Highlighted filing

2022

Assets$1,735,021
Liabilities$97,522
Net Assets$1,637,499
Open 2022 Filing

Operations Trend

Revenue Growth72nd percentile

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

$400K$200K$0-$200KRevenue 2011: $28,469Expenses 2011: $174,206Net Income 2011: -$145,7372011Expenses 2012: $172,8832012Expenses 2013: $184,7042013Revenue 2014: $207,813Expenses 2014: $202,813Net Income 2014: $5,0002014Revenue 2015: $92,666Expenses 2015: $194,057Net Income 2015: -$101,3912015Revenue 2016: $360,492Expenses 2016: $189,947Net Income 2016: $170,5452016Revenue 2017: $63,154Expenses 2017: $197,704Net Income 2017: -$134,5502017Revenue 2018: $23,368Expenses 2018: $186,957Net Income 2018: -$163,5892018Revenue 2019: $36,429Expenses 2019: $169,429Net Income 2019: -$133,0002019Revenue 2020: $99,442Expenses 2020: $164,112Net Income 2020: -$64,6702020Revenue 2021: $39,654Expenses 2021: $175,127Net Income 2021: -$135,4732021Revenue 2022: $50,834Expenses 2022: $150,726Net Income 2022: -$99,8922022Revenue 2023: $190,754Expenses 2023: $154,272Net Income 2023: $36,4822023Revenue 2024: $57,867Expenses 2024: $197,006Net Income 2024: -$139,1392024

Highlighted filing

2022

Revenue$50,834
Expenses$150,726
Net Income-$99,892
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 8, 2023
Return Version
2021v4.0
Gross Receipts
$50,834
Mission and Program Overview

Mission

Grants to students bound for colleges and universities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,885,835$1,720,683▼ $165,152
Cash and Non-Interest-Bearing Accounts$2,443$7,937▲ $5,494
Savings and Temporary Cash Investments$119,861$4,889▼ $114,972
Prepaid Expenses and Deferred Charges$1,512$1,512→ $0
Total Assets$2,009,651$1,735,021▼ $274,630
Liabilities
Grants Payable$99,000$92,500▼ $6,500
Accounts Payable and Accrued Expenses$8,108$5,022▼ $3,086
Total Liabilities$107,108$97,522▼ $9,586
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,902,543$1,637,499▼ $265,044
Total Net Assets Fund Balance$1,902,543$1,637,499▼ $265,044
Total Liabilities and Net Assets / Fund Balance$2,009,651$1,735,021▼ $274,630
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J Clinton MabiePast Vice-pr--$186,086$186,086
Mark MontoyaPast Int Vic--$149,132$149,132
Jenny FlynnVice-preside--$93,435$93,435
Alexandra AndersonPresidentFT$45,833-$45,833

Board Members and Trustees

NameTitle
J Clinton MabiePast Vice-president
Mack E Tarwater EsqSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$1,000
Program Service Revenue
$0
Investment Income
$49,834
Other Revenue
$0
All Other Contributions
$1,000
Change in Net Assets
$-99,892
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$83,500
Salaries, Compensation, and Employee Benefits$49,339
Other Expenses$17,887
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$83,500--$83,500
Current Officers, Directors, Trustees, and Key Employees$36,667$9,166-$45,833
Payroll Taxes$2,805$701-$3,506
Fees for Services Legal-$1,525-$1,525
Fees for Services Accounting-$1,400-$1,400
Office Expenses$177--$177
Other Expenses-$132-$132
Total Functional Expenses$123,149$27,577$0$150,726
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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 11B

“A draft of the 990 is mailed to each board member. They discuss any changes needed, validate the 990, and approve the 990 for submission to the irs.”

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

“An interested person with any actual or possible conflict of interest must disclose the existence of financial interest and all related material facts to the directors and members of committees of the governing board. The board will discuss and determine whether a conflict exists and vote upon it. If the baord discovers that conflict of interest has not been disclosed, they investigate the circumstances, and take appropriate disciplinary and corrective action.”

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

“Compensation process for top official the board conducts an annual review of compensation arragements and benefits based on competent survey information, and the result of arm's length bargaining at the board meeting.”

Form 990, Page 6, Part VI, Line 19

“Governing documents disclosure explanation copies can be obtained upon request at the foundation's office or from the community foundation for southern arizona (cfsa) website (cfsoaz.org)”

Filing and Contact Details

Filer

Filer Name
The Worth & Dot Howard Foundation
EIN
86-0984133
Phone
6028520484
Address
6191 NORTH 29TH PLACE, PHOENIX, AZ 85016

Signing Officer

Name
Katherine Wait
Title
CFO
Phone
6028520484
Signed
2023-05-08

Organization Details

Principal Officer
Alexandra Anderson
Formed
2000
Legal Domicile
Az
Voting Board Members
3
Independent Board Members
1
Employees
1
Volunteers
9

Preparer

Firm
Ludwig Klewer & Rudner Pllc
Address
4783 E CAMP LOWELL DR, TUCSON, AZ 85712
Preparer
Julie S Klewer CPA
Phone
5205450500
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“There are nine volunteers that foram a scholarship section committee. They objectively select scholarship receipients using a rating system. Each scholarship recipient request is reviewed by five of the volunteers”

Raw XML Appendix379 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt08108
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05022
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0GRANTS TO STUDENTS BOUND FOR COLLEGES AND UNIVERSITIES
IRS990/AllOtherContributionsAmt01000
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0ALEXANDRA ANDERSON
IRS990/BooksInCareOfDetail/PhoneNum06028520484
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06191 N 29TH PLACE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PHOENIX
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd085016
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt02443
IRS990/CashNonInterestBearingGrp/EOYAmt07937
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt09166
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt036667
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt045833
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01000
IRS990/CYGrantsAndSimilarPaidAmt083500
IRS990/CYInvestmentIncomeAmt049834
IRS990/CYOtherExpensesAmt017887
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-99892
IRS990/CYSalariesCompEmpBnftPaidAmt049339
IRS990/CYTotalExpensesAmt0150726
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt050834
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc079 SCHOLARSHIPS WERE MADE TO STUDENDS BOUND FOR COLLEGES AND UNIVERSITIES. RECIPEINTS ARE SELECTED BASED ON NEED. NONE OF THE RECIPIENTS ARE RELATED TO ANY OF THE DIRECTORS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0123149
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01400
IRS990/FeesForServicesAccountingGrp/TotalAmt01400
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01525
IRS990/FeesForServicesLegalGrp/TotalAmt01525
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt224633
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt31203
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt49774
IRS990/Form990PartVIISectionAGrp/PersonNm0ALEXANDRA ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm1MACK E TARWATER ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK MONTOYA
IRS990/Form990PartVIISectionAGrp/PersonNm3JENNY FLYNN
IRS990/Form990PartVIISectionAGrp/PersonNm4J CLINTON MABIE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt045833
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2124499
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt392232
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4176312
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST INT VIC
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE-PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST VICE-PR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0true
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt083500
IRS990/GrantsPayableGrp/BOYAmt099000
IRS990/GrantsPayableGrp/EOYAmt092500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt083500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt083500
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt050834
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt049834
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt049834
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01885835
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01720683
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AZ
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0GRANTS TO STUDENTS BOUND FOR COLLEGES AND UNIVERSITIES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01902543
IRS990/NetAssetsOrFundBalancesEOYAmt01637499
IRS990/NetUnrlzdGainsLossesInvstAmt0-165152
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01902543
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01637499
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt0177
IRS990/OfficeExpensesGrp/TotalAmt0177
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc1OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014653
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1132
IRS990/OtherExpensesGrp/TotalAmt014653
IRS990/OtherExpensesGrp/TotalAmt1132
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0701
IRS990/PayrollTaxesGrp/ProgramServicesAmt02805
IRS990/PayrollTaxesGrp/TotalAmt03506
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01512
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01512
IRS990/PrincipalOfficerNm0ALEXANDRA ANDERSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt098000
IRS990/PYInvestmentIncomeAmt038654
IRS990/PYOtherExpensesAmt026008
IRS990/PYRevenuesLessExpensesAmt0-135473
IRS990/PYSalariesCompEmpBnftPaidAmt051119
IRS990/PYTotalExpensesAmt0175127
IRS990/PYTotalRevenueAmt039654
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-99892
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0119861
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04889
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt014653
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0942681765
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt014653
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt083500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt079
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS SCHOLARSHIP CHECKS ARE MAILED DIRECTLY TO THE COLLEGE. THE FUNDS ARE AT THE DISCRETION OF THE COLLEGE AS TO DISBURSING TO COVER THE RECIPEINT TUITION AND FEES TO ATTEND THE COLLEGE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0176312
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt05067
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt04707
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0J CLINTON MABIE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PAST VICE-PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0186086
IRS990ScheduleJ/SeverancePaymentInd0true
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0J. CLINTON MABIE 97,734 88,352 0
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PAGE 1, PART I, LINE 4
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NINE VOLUNTEERS THAT FORAM A SCHOLARSHIP SECTION COMMITTEE. THEY OBJECTIVELY SELECT SCHOLARSHIP RECEIPIENTS USING A RATING SYSTEM. EACH SCHOLARSHIP RECIPIENT REQUEST IS REVIEWED BY FIVE OF THE VOLUNTEERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE 990 IS MAILED TO EACH BOARD MEMBER. THEY DISCUSS ANY CHANGES NEEDED, VALIDATE THE 990, AND APPROVE THE 990 FOR SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AN INTERESTED PERSON WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST MUST DISCLOSE THE EXISTENCE OF FINANCIAL INTEREST AND ALL RELATED MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES OF THE GOVERNING BOARD. THE BOARD WILL DISCUSS AND DETERMINE WHETHER A CONFLICT EXISTS AND VOTE UPON IT. IF THE BAORD DISCOVERS THAT CONFLICT OF INTEREST HAS NOT BEEN DISCLOSED, THEY INVESTIGATE THE CIRCUMSTANCES, AND TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION PROCESS FOR TOP OFFICIAL THE BOARD CONDUCTS AN ANNUAL REVIEW OF COMPENSATION ARRAGEMENTS AND BENEFITS BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING AT THE BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS DISCLOSURE EXPLANATION COPIES CAN BE OBTAINED UPON REQUEST AT THE FOUNDATION'S OFFICE OR FROM THE COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA (CFSA) WEBSITE (CFSOAZ.ORG)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0COMMUNITY FOUNDATION FOR S ARIZONA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0942681765
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05049 E BROADWAY BLVD SUITE 201
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TUCSON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd085711
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02009651
IRS990/TotalAssetsEOYAmt01735021
IRS990/TotalAssetsGrp/BOYAmt02009651
IRS990/TotalAssetsGrp/EOYAmt01735021
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt01000
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027577
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0123149
IRS990/TotalFunctionalExpensesGrp/TotalAmt0150726
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0107108
IRS990/TotalLiabilitiesEOYAmt097522
IRS990/TotalLiabilitiesGrp/BOYAmt0107108
IRS990/TotalLiabilitiesGrp/EOYAmt097522
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01902543
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01637499
IRS990/TotalOtherCompensationAmt035610
IRS990/TotalProgramServiceExpensesAmt0123149
IRS990/TotalReportableCompFromOrgAmt045833
IRS990/TotalRevenueGrp/ExclusionAmt049834
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt050834
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02009651
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01735021
IRS990/TotReportableCompRltdOrgAmt0393043
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06191 NORTH 29TH PLACE
IRS990/USAddress/CityNm0PHOENIX
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085016
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE WAIT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum06028520484
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WORTH & DOT HOWARD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WORT
ReturnHeader/Filer/EIN0860984133
ReturnHeader/Filer/PhoneNum06028520484
ReturnHeader/Filer/USAddress/AddressLine1Txt06191 NORTH 29TH PLACE
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085016
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364538293
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUDWIG KLEWER & RUDNER PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04783 E CAMP LOWELL DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUCSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085712
ReturnHeader/PreparerPersonGrp/PhoneNum05205450500
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE S KLEWER CPA
ReturnHeader/ReturnTs02023-05-12T09:50:22-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHARINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WAIT
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,735,021
Liabilities
$97,522
Net assets
$1,637,499
Revenue
$50,834
Expenses
$150,726
Net income
-$99,892
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.11$0.76$0.06$0.20$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.09$1.80$0.19$0.15$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.74$0.10$1.64$0.05$0.15$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.11$1.90$0.04$0.18$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.09$1.53$0.10$0.16$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.78$0.10$1.67$0.04$0.17$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.12$1.68$0.02$0.19$0.16
2017Summary only. Only limited summary data is available for this year.$1.88$0.12$1.75$0.06$0.20$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.06$0.11$1.95$0.36$0.19$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.08$0.12$1.96$0.09$0.19$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.39$0.13$2.27$0.21$0.20$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$0.11$2.21$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.10$2.19$0.17
2011Summary only. Only limited summary data is available for this year.$2.24$0.10$2.14$0.03$0.17$0.15