Civic Intelligence

Roots and Roads Community Hospice Foundation

990 • Fiscal year 2016 • EIN 86-1004321

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 26, 2017

7740 N Oracle RoadTucson, AZ 85704

(520) 544-9890

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Higher debt load relative to revenue than 55% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

50th percentile

3.1%

Higher net margin than 50% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

51st percentile

2.3%

Faster asset growth than 51% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

63rd percentile

9.9%

Faster revenue growth than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$346,855

Up $7,925 (+2.3%) from 2015

Net Assets

Up

$346,620

Up $7,690 (+2.3%) from 2015

Liabilities

Up

$235

Up $235 from 2015

Revenue

Up

$250,503

Up $22,559 (+9.9%) from 2015

Expenses

Up

$242,813

Up $73,505 (+43%) from 2015

Net Income

Down

$7,690

Down $50,946 (-87%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $215,707Liabilities 2011: $4,769Net Assets 2011: $210,9382011Assets 2012: $244,846Liabilities 2012: $64Net Assets 2012: $244,7822012Assets 2013: $229,669Net Assets 2013: $229,6692013Assets 2014: $280,294Liabilities 2014: $0Net Assets 2014: $280,2942014Assets 2015: $338,930Liabilities 2015: $0Net Assets 2015: $338,9302015Assets 2016: $346,855Liabilities 2016: $235Net Assets 2016: $346,6202016Assets 2017: $366,768Liabilities 2017: $106Net Assets 2017: $366,6622017Assets 2018: $319,229Liabilities 2018: $0Net Assets 2018: $319,2292018Assets 2019: $1,328,878Liabilities 2019: $0Net Assets 2019: $1,328,8782019Assets 2020: $1,373,379Liabilities 2020: $2,652Net Assets 2020: $1,370,7272020Assets 2021: $1,242,058Liabilities 2021: $5,141Net Assets 2021: $1,236,9172021Assets 2022: $1,068,539Liabilities 2022: $20,916Net Assets 2022: $1,047,6232022Assets 2023: $918,113Liabilities 2023: $2,999Net Assets 2023: $915,1142023Assets 2024: $1,115,032Liabilities 2024: $16,211Net Assets 2024: $1,098,8212024

Highlighted filing

2016

Assets$346,855
Liabilities$235
Net Assets$346,620

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $149,576Expenses 2011: $153,353Net Income 2011: -$3,7772011Expenses 2012: $187,7642012Revenue 2013: $171,150Expenses 2013: $186,263Net Income 2013: -$15,1132013Revenue 2014: $213,605Expenses 2014: $162,980Net Income 2014: $50,6252014Revenue 2015: $227,944Expenses 2015: $169,308Net Income 2015: $58,6362015Revenue 2016: $250,503Expenses 2016: $242,813Net Income 2016: $7,6902016Revenue 2017: $300,944Expenses 2017: $280,902Net Income 2017: $20,0422017Revenue 2018: $256,323Expenses 2018: $309,756Net Income 2018: -$53,4332018Revenue 2019: $1,335,009Expenses 2019: $325,360Net Income 2019: $1,009,6492019Revenue 2020: $366,920Expenses 2020: $325,263Net Income 2020: $41,6572020Revenue 2021: $278,292Expenses 2021: $388,909Net Income 2021: -$110,6172021Revenue 2022: $195,129Expenses 2022: $381,119Net Income 2022: -$185,9902022Revenue 2023: $292,844Expenses 2023: $459,010Net Income 2023: -$166,1662023Revenue 2024: $649,593Expenses 2024: $486,443Net Income 2024: $163,1502024

Highlighted filing

2016

Revenue$250,503
Expenses$242,813
Net Income$7,690
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 26, 2017
Return Version
2016v3.0
Gross Receipts
$252,537
Mission and Program Overview

Mission

Support end of life care.

To provide funds, education and resources to hospice patients and their families to support end of life care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$337,347$278,414▼ $58,933
Cash and Non-Interest-Bearing Accounts$-6,706$63,325▲ $70,031
Intangible Assets$5,236--
Inventories for Sale or Use$3,053$5,116▲ $2,063
Total Assets$338,930$346,855▲ $7,925
Liabilities
Accounts Payable and Accrued Expenses-$235-
Total Liabilities$0$235▲ $235
Net Assets / Fund Balance
Unrestricted Net Assets$325,607$332,947▲ $7,340
Temporarily Rstr Net Assets$13,323$13,673▲ $350
Total Net Assets Fund Balance$338,930$346,620▲ $7,690
Total Liabilities and Net Assets / Fund Balance$338,930$346,855▲ $7,925
Compensation and Service Providers

Board Members and Trustees

NameTitle
Elsa SwyersPast President
Susan VillarrealPresident
William ScottVice President
Alan BarreutherDirector
Amy LewisDirector
Edmund Marquez SrDirector
Frank WilliamsDirector
Jennifer ChenaultDirector
Martha TaylorDirector
Nicholas HealyDirector
Heather McGovernExecutive Director
Judy ClincoSecretary
Chuck LuhtalaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$211,992
Program Service Revenue
$35,983
Investment Income
$2,080
Other Revenue
$448
All Other Contributions
$211,992
Change in Net Assets
$7,690

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
Securities Publicly Traded2$30,606Fair Market Value
Total Noncash Contributions2$30,606-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$237,313
Grants and Similar Amounts Paid$5,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$54,193-$54,193
Conferences and Meetings$45,142$785-$45,927
All Other Expenses$37,516--$37,516
Other Expenses$13,603--$13,603
Office Expenses-$7,034-$7,034
Occupancy-$6,780-$6,780
Grants to Domestic Orgs$5,500--$5,500
Depreciation Depletion-$5,235-$5,235
Advertising-$5,016-$5,016
Insurance-$1,291-$1,291
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$161,479$81,334$0$242,813
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pima Council on AgingTucson, AZ-General purpose contribution$5,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,132
Fundraising Direct Expenses$2,034
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
No
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 11A

The 990 is carefully reviewed by the Executive Director and Finance Committe before it is filed with the IRS. It is then available to the public upon request.

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

New board members sign a conflict of interest form as part of a comprehensive orientation which includes the policy language. At the Board of Directors annual meeting, all members of the Board sign the conflict of interest form. Our conflict of interest policy is reviewed and monitored through the Boards Governance committe, chaired by the Vice President.

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Casa De La Luz Foundation
EIN
86-1004321
Phone
5205449890
Address
7740 N ORACLE ROAD, TUCSON, AZ 85704

Signing Officer

Name
Jennifer Kierstead
Title
Executive Director
Signed
2017-09-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elsa Swyers
Formed
2000
Legal Domicile
Az
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Pamela North CPA- PC
Address
9581 E Calle Cascada, Tucson, AZ 85715
Preparer
Pamela North
Phone
5202323695
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Program Service Expenses 5,500, Grants and allocations 0, Revenue 0 Grants awarded to Pima Council on Aging.

Form 990, Part IX, Line 24E

Program Coordination 37,516.

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IRS990/OtherExpensesGrp/ProgramServicesAmt26752
IRS990/OtherExpensesGrp/ProgramServicesAmt313603
IRS990/OtherExpensesGrp/TotalAmt041719
IRS990/OtherExpensesGrp/TotalAmt111247
IRS990/OtherExpensesGrp/TotalAmt26752
IRS990/OtherExpensesGrp/TotalAmt313603
IRS990/OtherRevenueMiscGrp/Desc0In patient income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0350
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0350
IRS990/OtherRevenueTotalAmt0350
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ELSA SWYERS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Education and outreach
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt035983
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt035983
IRS990/ProgSrvcAccomActy2Grp/Desc0Educate the community about end-of-life care-We host an annual day long educational conference and other events to make the public aware of and understand the benefits of hospice and palliative care.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt045142
IRS990/ProgSrvcAccomActy3Grp/Desc0Advance directives-Our multi language Five Wishes living will health care directive is distributed for no charge, which allows individuals to share how they wish to be treated before a healthcare crisis makes that difficult.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt011247
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0222049
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt03500
IRS990/PYInvestmentIncomeAmt01910
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0165808
IRS990/PYOtherRevenueAmt03985
IRS990/PYRevenuesLessExpensesAmt058636
IRS990/PYTotalExpensesAmt0169308
IRS990/PYTotalRevenueAmt0227944
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt07690
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0337347
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0278414
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0211992
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0222049
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0194191
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0159024
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0193298
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0980554
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02080
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01910
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01624
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01123
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0325
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07062
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0448
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03985
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt017790
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt011003
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt027985
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt061211
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02080
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01910
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01624
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01123
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0325
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07062
IRS990ScheduleA/InvestmentIncomeCYPct00.00670
IRS990ScheduleA/InvestmentIncomePYPct00.00590
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99330
IRS990ScheduleA/PublicSupportPY509Pct00.99410
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01041765
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0212440
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0226034
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0211981
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0170027
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0221283
IRS990ScheduleA/Total509Grp/TotalAmt01041765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0214520
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0227944
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0213605
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0171150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0221608
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01048827
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt05500
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General purpose contribution
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Pima Council on Aging
IRS990ScheduleI/RecipientTable/RecipientEIN0860251768
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt08467 E Broadway Blvd
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Tucson
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd085710
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grant funds are monitored regularly by the ED and Board of Directors.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt02
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0Fair Market Value
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt030606
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Service Expenses 5,500, Grants and allocations 0, Revenue 0 Grants awarded to Pima Council on Aging.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Coordination 37,516.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The 990 is carefully reviewed by the Executive Director and Finance Committe before it is filed with the IRS. It is then available to the public upon request.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.02$1.10$0.65$0.49$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.29$0.46$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.02$1.05$0.20$0.38$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.01$1.24$0.28$0.39$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.37$0.33$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$1.34$0.33$1.01
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.26$0.31$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.30$0.28$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.25$0.24$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.23$0.17$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.21$0.16$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.17$0.19$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.00$0.24$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.00$0.21$0.15$0.15$0.00