Aunt Ritas Foundation FY2022 filing

Tax-deductible

Phoenix, AZ501(c)(3)Diseases & DisordersEIN 41-2176501Revenue $1.8M in FY2022

On file with the IRSauntritas.org326 E Coronado Road, 85004-1749 · Phoenix, AZTax-exempt since Jul 2005Publicly supported charity — 170(b)(1)(A)(vi)

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In everything we do, we are dedicated to the elimination of, and suffering from, HIV and AIDS.

501(c)(3) charity; gifts are tax-deductible.
67¢ of each $1 spent went to programs.
$235K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $20K a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
67%
of spending
Fine: 67% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$235K
to officers and key staff · 13% of spending
Looks good: pay to officers and key staff is 13% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: -0.1 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $70K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$351K
81% of total assets
Concern: liabilities are 81% of assets; over 80%.
Pt X · Ln 26
Independent board members
10
of 11 voting members
Looks good: 10 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.8M
+24% vs prior year
Spent
$1.9M
To programs
67%
Net assets
$81K
By yearFY2020–FY2024
Revenue
$1.8M
FY2022▲ +24%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.2M
FY2021$1.4M
FY2022$1.8M
FY2023$1.2M
FY2024$822K
Expenses
$1.9M
FY2022▲ +31%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.1M
FY2021$1.4M
FY2022$1.9M
FY2023$1.2M
FY2024$764K
Net assets
$81K
FY2022▼ -78%
Tap a bar for its year
Net assets by fiscal year
FY2020$355K
FY2021$365K
FY2022$81K
FY2023$35K
FY2024$93K

From the FY2022 Form 990 · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2005.

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

Where the money goes

67 cents of each dollar spent went to programs.

Program services 67% · $1.3M Management & general 17% · $314K Fundraising 16% · $295K

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

14 people listed on the 990; $235K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$100,000Pt VII · Sec A
Development Director
$67,622Pt VII · Sec A
Program Director
$67,567Pt VII · Sec A
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

James Thomason’s $100K as Executive Director is at the 79th percentile of top reported officer pay among 902 $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.

See Aunt Ritas 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 15aYes

Programs and updates

Ending HIV and AIDS and alleviating suffering through dedicated efforts.

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Provided by the organization

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2 programs · $1.3M · in their own filed words · FY2022
01

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.

$768Kprogram expense
02

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…

$483Kprogram 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 · 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 →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$1.8M
Ln 12
Other incomeLn 4–11$620K
Gifts and grantsLn 1h$617K
Fees for servicesLn 2g$534K
Money outPt IX
$1.9M
Ln 25
Programscol B$1.3M
Managementcol C$314K
Fundraisingcol D$295K
Owns and owesPt X
$81K
net assets · Ln 32
Cash and savingsLn 1–2−$9K
Total assetsLn 16$432K
LiabilitiesLn 26$351K
PeoplePt VI, VII
14
listed · VII A
PaidVII A3
Voting boardVI 1a11
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$617K
Noncash giftsLn 1g$7K
Fees for servicesLn 2g$534K
Investment incomeLn 3$263
Other incomeLn 4–11$620K
Gains on assetsLn 7$0
Total revenueLn 12$1.8M
Assets in detailPt X, end of year
CashLn 1−$9K
SavingsLn 2$0
Cash and savings togetherLn 1–2−$9K
InvestmentsLn 11–13$24K
Land, buildings, equipmentLn 10c$34K
Other assetsLn 15$141K
Total assetsLn 16$432K
LiabilitiesLn 26$351K
Net assetsLn 32$81K
OperationsPt I, VI
EmployeesI 58
VolunteersI 6500
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$251K−$9K
InvestmentsLn 11–13$24K$24K
Land, buildings, equipmentLn 10c$34K
Total assetsLn 16$461K$432K
LiabilitiesLn 26$287K$351K
Net assetsLn 32$174K$81K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$483K$483K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$100K$50K$50K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$196K$106K$41K$49K
Pension plan contributionsLn 8$8K$4K$2K$1K
Other employee benefitsLn 9$35K$18K$11K$6K
Payroll taxesLn 10$22K$12K$7K$4K
Management feesLn 11a$0
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$60K$60K
Lobbying feesLn 11d$6K$6K
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$112K$55K$30K$27K
Advertising and promotionLn 12$102K$78K$17K$7K
Office expensesLn 13$10K$2K$6K$1K
Information technologyLn 14$32K$13K$12K$7K
RoyaltiesLn 15$0
OccupancyLn 16$34K$13K$22K
TravelLn 17$15K$8K$6K$1K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$7K$3K$4K
InterestLn 20$10K$10K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$3K$3K
InsuranceLn 23$7K$483$7K$26
Other expenses (24a–d)Ln 24$593K$395K$9K$190K
All other expensesLn 24e$21K$6K$14K$1K
Total functional expensesLn 25$1.9M$1.3M$314K$295K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $822K$764K$58K$93K 990 PDF
FY2023 $1.2M$1.2M−$48K$35K 990 PDF
FY2022 Viewing $1.8M$1.9M−$88K$81K 990 PDF
FY2021 $1.4M$1.4M$10K$365K 990 PDF
FY2020 $1.2M$1.1M$167K$355K 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 FY2022 990 (6 parts)
Part I · Summary $1,771,332 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $240,405$617,239
I-9 Program service revenuePrior year $485,114$533,678
I-10 Investment incomePrior year $39$263
I-11 Other revenuePrior year $516,049$620,152
I-12 Total revenuePrior year $1,241,607$1,771,332
I-13 Grants and similar amounts paidPrior year $144,616$482,534
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $286,568$360,340
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $990,944$1,016,277
I-18 Total expensesPrior year $1,422,128$1,859,151
I-19 Revenue less expensesPrior year −$180,521−$87,819
Part VI · Governance 10 of 11 board members independent, 2 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members10
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,771,332 across 11 lines filed
VIII-1f All other contributions, gifts and grants$617,239
VIII-1g Noncash contributions (included above)$6,639
VIII-1h Total contributions, gifts and grants$617,239
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $533,678$533,678
VIII-3 Investment incomeRelated to mission $263$263
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$615,986
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $782 · Excluded from tax $3,384$4,166
VIII-12 Total revenueRelated to mission $534,723 · Excluded from tax $3,384$1,771,332
Part IX · Statement of functional expenses $1,859,151 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $482,534$482,534
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $50,000 · Management $50,000$100,000
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $106,101 · Management $41,039 · Fundraising $48,508$195,648
IX-8 Pension plan contributionsPrograms $4,075 · Management $2,377 · Fundraising $1,266$7,718
IX-9 Other employee benefitsPrograms $18,441 · Management $10,755 · Fundraising $5,731$34,927
IX-10 Payroll taxesPrograms $11,641 · Management $6,789 · Fundraising $3,617$22,047
IX-11a Management fees$0
IX-11b Legal feesManagement $3,898$3,898
IX-11c Accounting feesManagement $59,653$59,653
IX-11d Lobbying feesPrograms $5,525$5,525
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $54,706 · Management $30,212 · Fundraising $27,300$112,218
IX-12 Advertising and promotionPrograms $77,616 · Management $17,119 · Fundraising $7,324$102,059
IX-13 Office expensesPrograms $2,390 · Management $6,485 · Fundraising $1,475$10,350
IX-14 Information technologyPrograms $12,831 · Management $12,325 · Fundraising $7,279$32,435
IX-15 Royalties$0
IX-16 OccupancyPrograms $12,675 · Management $21,645$34,320
IX-17 TravelPrograms $7,896 · Management $6,146 · Fundraising $1,295$15,337
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $2,868 · Management $3,676$6,544
IX-20 InterestManagement $9,615$9,615
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $3,381$3,381
IX-23 InsurancePrograms $483 · Management $6,747 · Fundraising $26$7,256
IX-24 Other expenses (24a–d)Programs $394,687 · Management $8,526 · Fundraising $189,630$592,843
IX-24e All other expensesPrograms $6,077 · Management $13,517 · Fundraising $1,249$20,843
IX-25 Total functional expensesPrograms $1,250,546 · Management $313,905 · Fundraising $294,700$1,859,151
Part X · Balance sheet $432,188 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $251,447−$8,818
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $162,285$228,745
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $22,794$13,244
X-10c Land, buildings and equipment, net$33,769
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investmentsStart of year $24,488$23,921
X-14 Intangible assets$0
X-15 Other assets$141,327
X-16 Total assetsStart of year $461,014$432,188
X-17 Accounts payable and accrued expensesStart of year $17,745$115,973
X-19 Deferred revenueStart of year $269,144$94,422
X-25 Other liabilities$140,487
X-26 Total liabilitiesStart of year $286,889$350,882
X-27 Net assets without donor restrictionsStart of year $174,125$81,306
X-32 Total net assets or fund balancesStart of year $174,125$81,306
X-33 Total liabilities and net assetsStart of year $461,014$432,188
Part XI · Reconciliation of net assets $81,306 net assets at year end
XI-1 Total revenue$1,771,332
XI-2 Total expenses$1,859,151
XI-3 Revenue less expenses−$87,819
XI-4 Net assets at start of year$174,125
XI-8 Prior period adjustments−$5,000
XI-10 Net assets at end of year$81,306

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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