Intermountain Foundation

Tax-deductible

Tucson, AZ501(c)(3)Since 1998Mental HealthEIN 31-1655066Revenue $2.5M in FY2025

On file with the IRSintermountaincenters.orgPo Box 86537, 85754-6537 · Tucson, AZTax-exempt since May 2000Supporting organization — 509(a)(3)

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To manage real and personal property including oversight of all cash and investments in support of Intermountain centers for human development, a nonprofit human services organization.

501(c)(3) charity; gifts are tax-deductible.
97¢ of each $1 spent went to programs.
Run by 5 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $1.6M a year · 57% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
97%
of spending
Looks good: 97% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
15 mo
of spending, in cash
Looks good: 14.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $54K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$5.5M
20% of total assets
Looks good: liabilities are 20% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.5M
-51% vs prior year
Spent
$1.7M
To programs
97%
Net assets
$21.3M
By yearFY2020–FY2025
Revenue
$2.5M
FY2025▼ -51%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.7M
FY2021$1.6M
FY2022$2.3M
FY2023$3.4M
FY2024$5.1M
FY2025$2.5M
Expenses
$1.7M
FY2025▲ +13%
Tap a bar for its year
Expenses by fiscal year
FY2020$622K
FY2021$796K
FY2022$722K
FY2023$1.8M
FY2024$1.5M
FY2025$1.7M
Net assets
$21.3M
FY2025▲ +9%
Tap a bar for its year
Net assets by fiscal year
FY2020$7.4M
FY2021$8.7M
FY2022$9.4M
FY2023$15.4M
FY2024$19.6M
FY2025$21.3M

From the FY2025 Form 990 (year ending September 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 2000.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $1.6M Management & general 3% · $55K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
President & CEO
$0Pt VII · Sec A
$0Pt VII · Sec A
See Intermountain Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Manages property to support human development services.

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Provided by the organization

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1 program · $1.6M · in their own filed words · FY2024
01

To manage real and personal property including oversight of all cash and investments in support of intermountain centers for human development, a nonprofit human services organization.

$1.6Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 3 funders$54K
See all 3 funders →
Grants paid · 4 grants · $774K · 2021–2024
City of Tucson Parks and RecreationFY2024$249,147
City of Tucson Parks and RecreationFY2023$27,048
City of Tucson Parks and RecreationFY2022$433,376
City of Tucson Parks and RecreationFY2021$64,201

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$2.5M
Ln 12
Fees for servicesLn 2g$1.3M
Gifts and grantsLn 1h$913K
Investment incomeLn 3$252K
Money outPt IX
$1.7M
Ln 25
Programscol B$1.6M
Managementcol C$55K
Owns and owesPt X
$21.3M
net assets · Ln 32
Cash and savingsLn 1–2$2.1M
Total assetsLn 16$26.8M
LiabilitiesLn 26$5.5M
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$913K
Government grantsLn 1e$74K
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$252K
Gains on assetsLn 7$99K
Total revenueLn 12$2.5M
Assets in detailPt X, end of year
CashLn 1$264K
SavingsLn 2$1.8M
Cash and savings togetherLn 1–2$2.1M
InvestmentsLn 11–13$6.8M
Land, buildings, equipmentLn 10c$17.9M
Other assetsLn 15$0
Total assetsLn 16$26.8M
LiabilitiesLn 26$5.5M
Net assetsLn 32$21.3M
OperationsPt I, VI
EmployeesI 50
VolunteersI 65
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$1.4M$2.1M
InvestmentsLn 11–13$6.5M$6.8M
Land, buildings, equipmentLn 10c$17.3M$17.9M
Total assetsLn 16$25.3M$26.8M
LiabilitiesLn 26$5.7M$5.5M
Net assetsLn 32$19.6M$21.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$249K$249K
Other salaries and wagesLn 7$20K$20K
Pension plan contributionsLn 8$154$154
Other employee benefitsLn 9$4K$4K
Payroll taxesLn 10$610$610
Management feesLn 11a$48K$48K
Accounting feesLn 11c$7K$7K
Other fees for servicesLn 11g$50K$50K
Office expensesLn 13$45K$45K
Information technologyLn 14$1K$1K
OccupancyLn 16$299K$299K
InterestLn 20$150K$150K
Depreciation, depletion and amortizationLn 22$645K$645K
InsuranceLn 23$128K$128K
All other expensesLn 24e$3K$3K
Total functional expensesLn 25$1.7M$1.6M$55K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $2.5M$1.7M$842K$21.3M 990 PDF
FY2024 $5.1M$1.5M$3.6M$19.6M 990 PDF
FY2023 $3.4M$1.8M$1.6M$15.4M 990 PDF
FY2022 $2.3M$722K$1.6M$9.4M 990 PDF
FY2021 $1.6M$796K$806K$8.7M 990 PDF
FY2020 $1.7M$622K$1.1M$7.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $2,493,529 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,221,858$912,678
I-9 Program service revenuePrior year $1,366,370$1,328,353
I-10 Investment incomePrior year $512,776$252,498
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $5,101,004$2,493,529
I-13 Grants and similar amounts paidPrior year $27,410$249,147
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $23,523$25,002
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,414,678$1,377,479
I-18 Total expensesPrior year $1,465,611$1,651,628
I-19 Revenue less expensesPrior year $3,635,393$841,901
Part VI · Governance 5 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $2,493,529 across 7 lines filed
VIII-1e Government grants$74,255
VIII-1f All other contributions, gifts and grants$838,423
VIII-1h Total contributions, gifts and grants$912,678
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,328,353$1,328,353
VIII-3 Investment incomeExcluded from tax $153,871$153,871
VIII-7 Net gain or loss on sales of assetsExcluded from tax $98,627$98,627
VIII-12 Total revenueRelated to mission $1,328,353 · Unrelated business $0 · Excluded from tax $252,498$2,493,529
Part IX · Statement of functional expenses $1,651,628 across 15 lines filed
IX-1 Grants to domestic organizationsPrograms $249,147$249,147
IX-7 Other salaries and wagesPrograms $20,123$20,123
IX-8 Pension plan contributionsPrograms $154$154
IX-9 Other employee benefitsPrograms $4,115$4,115
IX-10 Payroll taxesPrograms $610$610
IX-11a Management feesManagement $48,057$48,057
IX-11c Accounting feesManagement $7,341$7,341
IX-11g Other fees for servicesPrograms $50,457$50,457
IX-13 Office expensesPrograms $45,440$45,440
IX-14 Information technologyPrograms $1,483$1,483
IX-16 OccupancyPrograms $298,817$298,817
IX-20 InterestPrograms $150,161$150,161
IX-22 Depreciation, depletion and amortizationPrograms $645,053$645,053
IX-23 InsurancePrograms $127,645$127,645
IX-24e All other expensesPrograms $3,025$3,025
IX-25 Total functional expensesPrograms $1,596,230 · Management $55,398 · Fundraising $0$1,651,628
Part X · Balance sheet $26,808,732 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $716,933$264,271
X-2 Savings and temporary cash investmentsStart of year $660,146$1,786,460
X-4 Accounts receivableStart of year $38,012$38,076
X-9 Prepaid expenses and deferred chargesStart of year $5,658$9,804
X-10c Land, buildings and equipment, netStart of year $17,309,955$17,868,752
X-11 Publicly traded securitiesStart of year $6,496,430$6,841,369
X-15 Other assetsStart of year $70,646$0
X-16 Total assetsStart of year $25,297,780$26,808,732
X-17 Accounts payable and accrued expensesStart of year $65,497$285,116
X-19 Deferred revenueStart of year $901,201$467,649
X-25 Other liabilitiesStart of year $62,753$179,248
X-26 Total liabilitiesStart of year $5,734,539$5,488,742
X-27 Net assets without donor restrictionsStart of year $19,563,241$21,319,990
X-32 Total net assets or fund balancesStart of year $19,563,241$21,319,990
X-33 Total liabilities and net assetsStart of year $25,297,780$26,808,732
Part XI · Reconciliation of net assets $21,319,990 net assets at year end
XI-1 Total revenue$2,493,529
XI-2 Total expenses$1,651,628
XI-3 Revenue less expenses$841,901
XI-4 Net assets at start of year$19,563,241
XI-5 Net unrealized gains (losses) on investments$758,946
XI-8 Prior period adjustments$155,902
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$21,319,990

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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