Civic Intelligence

Arizona Perinatal Trust

EIN 94-2689762 • 501(c)3 • Phoenix, AZ

Profile

The organization's purpose is to bring concern and effort upon the continuing improvement of health care formothers and their infants in arizona.

7227 N 16th St Ste 210Phoenix, AZ 85016

www.arizonaperinatal.org

Siviq Scores

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

Liabilities / Assets

76th percentile

0.07x

Higher debt load relative to assets than 76% of similar nonprofits.

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

Liabilities / Revenue

83rd percentile

0.12x

Higher debt load relative to revenue than 83% of similar nonprofits.

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

Net Margin

54th percentile

3.8%

Higher net margin than 54% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

58th percentile

2.0%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

56th percentile

3.0%

Faster revenue growth than 56% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$460,956

Up $8,855 (+2.0%) from 2023

Liabilities

Down

$31,737

Down $997 (-3.0%) from 2023

Net Assets

Up

$429,219

Up $9,852 (+2.3%) from 2023

Operations
Liabilities / Revenue83rd percentileNet Margin54th percentile

Revenue

Up

$258,638

Up $7,598 (+3.0%) from 2023

Expenses

Down

$248,787

Down $40,053 (-14%) from 2023

Net Income

Up

$9,851

Up $47,651 (+126%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$600K$400K$200K$0Assets 2011: $371,527Liabilities 2011: $18,700Net Assets 2011: $352,8272011Assets 2012: $399,800Liabilities 2012: $15,192Net Assets 2012: $384,6082012Assets 2013: $444,760Liabilities 2013: $16,442Net Assets 2013: $428,3182013Assets 2014: $463,899Liabilities 2014: $16,077Net Assets 2014: $447,8222014Assets 2015: $487,516Liabilities 2015: $20,689Net Assets 2015: $466,8272015Assets 2016: $483,565Liabilities 2016: $20,480Net Assets 2016: $463,0852016Assets 2017: $490,304Liabilities 2017: $22,869Net Assets 2017: $467,4352017Assets 2018: $473,884Liabilities 2018: $19,360Net Assets 2018: $454,5242018Assets 2019: $452,275Liabilities 2019: $20,177Net Assets 2019: $432,0982019Assets 2020: $486,181Liabilities 2020: $50,873Net Assets 2020: $435,3082020Assets 2021: $475,277Liabilities 2021: $17,937Net Assets 2021: $457,3402021Assets 2022: $474,503Liabilities 2022: $17,336Net Assets 2022: $457,1672022Assets 2023: $452,101Liabilities 2023: $32,734Net Assets 2023: $419,3672023Assets 2024: $460,956Liabilities 2024: $31,737Net Assets 2024: $429,2192024

Highlighted filing

2024

Assets$460,956
Liabilities$31,737
Net Assets$429,219
Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $314,528Expenses 2011: $273,326Net Income 2011: $41,2022011Revenue 2012: $313,626Expenses 2012: $281,845Net Income 2012: $31,7812012Revenue 2013: $325,211Expenses 2013: $281,352Net Income 2013: $43,8592013Revenue 2014: $339,342Expenses 2014: $319,846Net Income 2014: $19,4962014Revenue 2015: $323,335Expenses 2015: $304,330Net Income 2015: $19,0052015Revenue 2016: $288,524Expenses 2016: $292,266Net Income 2016: -$3,7422016Revenue 2017: $301,078Expenses 2017: $296,728Net Income 2017: $4,3502017Revenue 2018: $279,920Expenses 2018: $292,831Net Income 2018: -$12,9112018Revenue 2019: $263,319Expenses 2019: $285,745Net Income 2019: -$22,4262019Revenue 2020: $229,011Expenses 2020: $225,801Net Income 2020: $3,2102020Revenue 2021: $250,665Expenses 2021: $228,633Net Income 2021: $22,0322021Revenue 2022: $274,851Expenses 2022: $275,024Net Income 2022: -$1732022Revenue 2023: $251,040Expenses 2023: $288,840Net Income 2023: -$37,8002023Revenue 2024: $258,638Expenses 2024: $248,787Net Income 2024: $9,8512024

Highlighted filing

2024

Revenue$258,638
Expenses$248,787
Net Income$9,851
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$460,956
Liabilities
$31,737
Net assets
$429,219
Revenue
$258,638
Expenses
$248,787
Net income
$9,851
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.61$0.32$4.29$2.59$2.49$0.10
2023Detailed filing. Detailed filing data is available for this year.$4.52$0.33$4.19$2.51$2.89$0.38
2022Detailed filing. Detailed filing data is available for this year.$4.75$0.17$4.57$2.75$2.75$0.00
2021Detailed filing. Detailed filing data is available for this year.$4.75$0.18$4.57$2.51$2.29$0.22
2020Detailed filing. Detailed filing data is available for this year.$4.86$0.51$4.35$2.29$2.26$0.03
2019Detailed filing. Detailed filing data is available for this year.$4.52$0.20$4.32$2.63$2.86$0.22
2018Detailed filing. Detailed filing data is available for this year.$4.74$0.19$4.55$2.80$2.93$0.13
2017Detailed filing. Detailed filing data is available for this year.$4.90$0.23$4.67$3.01$2.97$0.04
2016Detailed filing. Detailed filing data is available for this year.$4.84$0.20$4.63$2.89$2.92$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.88$0.21$4.67$3.23$3.04$0.19
2014Detailed filing. Detailed filing data is available for this year.$4.64$0.16$4.48$3.39$3.20$0.19
2013Detailed filing. Detailed filing data is available for this year.$4.45$0.16$4.28$3.25$2.81$0.44
2012Summary only. Only limited summary data is available for this year.$4.00$0.15$3.85$3.14$2.82$0.32
2011Summary only. Only limited summary data is available for this year.$3.72$0.19$3.53$3.15$2.73$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 27, 2025
Return Version
2024v5.2
Gross Receipts
$303,862
Mission and Program Overview

Mission

The organization's purpose is to bring concern and effort upon the continuing improvement of health care for mothers and thier infants in arizona.

Care for mothers and their infants in arizona.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$443,838$452,693▲ $8,855
Accounts Receivable$5,500$5,500→ $0
Land, Buildings, and Equipment, Net$2,763$2,763→ $0
Savings and Temporary Cash Investments-$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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$452,101$460,956▲ $8,855
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$32,733$31,737▼ $996
Other Liabilities$1--
Total Liabilities$32,734$31,737▼ $997
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$401,152$411,004▲ $9,852
Net Assets With Donor Restrictions$18,215$18,215→ $0
Total Net Assets Fund Balance$419,367$429,219▲ $9,852
Total Liabilities and Net Assets / Fund Balance$452,101$460,956▲ $8,855

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,763$27,310$30,073
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Laurie S Wood PhdExecutive DirectorFT$115,401$115,401

Board Members and Trustees

NameTitle
Alan Bedrick MdPresident
Ronda Aneron Mpa Rn DnscVice Chairman
Mary Luster Ms-l Rn Ne-bcVice President
Andrea Hassler Rn MsnDirector
Beth G Mcmanis Phd Cnm MsDirector
Cathleen Harris Md MphDirector
Curtis Cook MdDirector
Dean V Coonrod Md MphDirector
Deb Ledington Msn Nnp-bcDirector
Georgina Barreras Msn RnDirector
Karin Braun Msn Bsn Bs-midwDirector
Kathy Walker Ms Bsn Rn NeaDirector
Kimberly Couch Fnp Cnm DnpDirector
Lisa Stephens Rn BsnDirector
Lori Throne Msn Rn Ne-bcDirector
Lori-ann Satran Rn Bsn Ms-lDirector
Michael Mackinnon Dnp Fnp-cDirector
Shelly Lanagan Ms Whnp RncDirector
Teresa K Anzar Msn Rnc-obDirector
Grayson Guzman Md FacogTrustee
Kathryn L Reed MdTrustee
Mark Shwer MdTrustee
Melissa Day-johnsonTrustee
Nancy KinnardTrustee
Richard Jutzi CPATrustee
Robert Bj Johnson MdTrustee
Warren Whitney MbaTrustee
William S Sowders EsqTrustee
Hugh S Miller MdSecretary
Sarah Dent Msn RncTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$110,923
Program Service Revenue
$187,338
Investment Income
$2,101
Other Revenue
$-41,724
Change in Net Assets
$9,851
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$188,417
Other Expenses$60,370
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$75,011$40,390-$115,401
Other Salaries and Wages$59,535--$59,535
Occupancy$16,021$8,627-$24,648
Payroll Taxes$8,763$4,718-$13,481
Insurance$7,899$4,253-$12,152
Conferences and Meetings$3,349$1,804-$5,153
Office Expenses$2,838$1,528-$4,366
Travel$2,025$1,090-$3,115
Information Technology$784$422-$1,206
Fees for Services Other$536$289-$825
Other Expenses$75$40-$115
Fees for Services Accounting$59$31-$90
All Other Expenses$55$29-$84
Total Functional Expenses$182,551$66,236$0$248,787
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$45,224
Fundraising Gross Income$3,500
Professional Fundraising Fees$0
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
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 11B

“The return is sent via email to the officers and board of trustees for review.”

Form 990, Part VI, Section C, Line 19

“These documents are available upon request by contacting laurie s wood, ms, rn, the executive director for the organization.”

Filing and Contact Details

Filer

Filer Name
Arizona Perinatal Trust
EIN
94-2689762
Phone
6028352525
Address
7227 N 16TH ST STE 210, PHOENIX, AZ 85016

Signing Officer

Name
Laurie S Wood Phd
Title
Executive Director
Signed
2025-08-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laurie S Wood Phd
Formed
1980
Legal Domicile
Az
Voting Board Members
31
Independent Board Members
31
Employees
3

Preparer

Firm
Jack Trent & Co CPA
Address
6213 N Cloverdale Rd, Boise, ID 83713
Preparer
Jack Trent CPA
Phone
2089472400
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“ROUNDING = $1”

Raw XML AppendixShowing 400 of 632 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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