Aunt Ritas Foundation EIN 41-2176501

Aunt Ritas Foundation

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Ending HIV and AIDS and alleviating suffering through dedicated efforts. For fiscal year 2024 it reported $822K in revenue, $764K in expenses, and $93K in net assets.Pt I

Type
Public charity (501(c)(3)) · Diseases & Disorders
Location
Phoenix, AZ
Website
www.auntritas.org
Filings
5 on file (2020–2024)
Revenue
$822KFY2024
Expenses
$764K
Net assets
$93K
People
10
Filings
5
Updates
0
More identity details & actions ⌄
EIN  41-2176501 Public charity (501(c)(3)) Phoenix, AZ
Form 990 (PDF)
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Size
$100K–1M
What they do
Ending HIV and AIDS and alleviating suffering through dedicated efforts.
Leadership
Angel Algarin · Director
Money in and out
$822K revenue, $764K expenses
Bottom line
56% program efficiency
Where the money goes · FY2024
Total revenue
$822K
Pt VIII · Ln 12
Total expenses
$764K
Pt IX · Ln 25
Net assets
$93K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $58K
Where spending went · Part IX cols B–D
Program services $0.56 Management & general $0.26 Fundraising $0.18
Program efficiency
56%
of spending reaches programs-0.2% vs prior filing year
Operating runway
2.3mo
months of highly liquid reserves at operating expense rate▲ ×11 vs prior filing year
Surplus margin
+7%
revenue over expenses, this year▲ +271% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$822K
FY2024▼ -29%
Expenses
$764K
FY2024▼ -36%
Total assets
$357K
FY2024▼ -23%
Total liabilities
$264K
FY2024▼ -38%
Total revenue
$822K
Pt VIII · Ln 12
Total expenses
$764K
Pt IX · Ln 25
Net assets
$93K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$58K
Total assetsPt X · Ln 16$357K
Program-expense ratioPt IX · col B56%
Voting members of governing bodyPt I · Ln 311
Independent voting membersPt I · Ln 410
Mission & Programs · Part III

Where the work happens

2 program services account for $432K of program spending, described in the organization's own filed words · FY2024.
01

Aunt ritas foundation is dedicated to the elimination of, and suffering from, hiv and aids. With our basic principle of by the community and for the community we collaborate with all arizona hiv service organizations philanthropically supporting their critical services while forging unique partnerships at state and local governments, as…

$364Kprogram expense
02

Aunt ritas foundation was a founding member with the city of phoenix fast track cities initiative and plays a vital role in advocating at the arizona legislature and state government to establish laws, regulations, and policies that further our efforts to educate, prevent hiv, and treat hiv.

$68Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CAunt Ritas Foundation
EINHdr · item D41-2176501
Principal addressHdr · item CPhoenix, AZ
WebsiteHdr · item Jwww.auntritas.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MAZ
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFDiseases & Disorders (G81)
Ruling yearIRS BMFJul 2005

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a11
Independent voting membersPt VI · Ln 1b10
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

James Thomason’s $100K as Executive Director is at the 79th percentile of top reported officer pay among 901 $100K–1M diseases & disorders nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2022FY2021
James Thomason$100,000$78,713
Victor Avila$67,622
Juan Lopez$67,567$56,800
Jaimi Romano$58,776
Glen Spencer$48,582

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Contributions & grants$322K · 39%
Program service revenue$317K · 39%
Other revenue$183K · 22%
Contributions & grants39%$322K
Program service revenue39%$317K
Other revenue22%$183K
Investment income$11
Total revenueLn 12$822K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.56 Management & general $0.26 Fundraising $0.18
Program services56%$432K
Management & general26%$196K
Fundraising18%$136K
Total functional expensesLn 25$764K

Balance Sheet

Part X · end of year
CashLn 1$132K
Total assetsLn 16$357K
Total liabilitiesLn 26$264K
Total net assetsLn 32$93K
Months of cash on handcomputed2.1

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $132K · Operating expenses (Pt IX) $764K · Less non-cash grants $66K · Cash operating expenses/yr $698K
2.3 months
Where the money goes
Program services
Program services $432K · Total expenses $764K
56%
Management & General
Management & general $196K · Total expenses $764K
26%
Fundraising
Fundraising $136K · Total expenses $764K
18%
Cost to raise $1
Fundraising expense (3-yr avg) $248K · Solicited contributions (3-yr avg) $504K
$0.49 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $322K · Total revenue $822K
39%
Government reliance
Government grants — · Total revenue $822K
Earned-income share
Program service revenue $317K · Total revenue $822K
39%
Investment reliance
Investment income $11 · Total revenue $822K
<0.01%
Program self-sufficiency
Program service revenue $317K · Total expenses $764K
41%
Growth & trend
Revenue growth (YoY)
This year $822K · Prior year $1.2M
-29%
Revenue CAGR
FY2020 $1.2M · FY2024 $822K
-10%
Net-asset trend (YoY)
End of year $93K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $822K · Expenses $764K
+7%
Liabilities-to-Assets
Total liabilities — · Total assets $357K
Net-asset ratio
Net assets $93K · Total assets $357K
26%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $357K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Angel Algarin · Reported title DIRECTOR · Highest reported compensation $0 · Total expenses $764K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $289K · Total expenses $764K
38%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 56%
Overhead ratio 26%
Fundraising cost ratio 42%
Revenue growth -29%
Accounting fee ratio 11%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
Mercy CareFY2024$50K
Total grants receivedfrom 5 funders$70K
See all 5 funders →
Grants paid · 80 grants · $1.1M · 2020–2024
Queer CenterAZ · FY2024$7,590
Terros HealthFY2024$7,590
Can Community Health INCFL · FY2024$7,590
Valleywise HealthFY2024$7,590
Southwest Center for HivadsFY2024$7,590
One-N-TenFY2024$7,590
Ebony House INCAZ · FY2024$7,590
Children's Hospital Fund -BiFY2024$7,590
Northland CaresAZ · FY2024$7,590
Terros HealthFY2023$7,031
HIV Care Directions Agency-AgingFY2023$7,031
Can Community Health INCFL · FY2023$7,031
Shot in the DarkFY2023$7,031
Valleywise HealthFY2023$7,031
Southwest Center for HivadsFY2023$7,031
See all 80 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$822K revenue · viewing · ⤓ 990 PDF
FY2023$1.2M revenue · ⤓ 990 PDF
FY2022$1.8M revenue · ⤓ 990 PDF
FY2021$1.4M revenue · ⤓ 990 PDF
FY2020$1.2M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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