Aunt Ritas Foundation FY2023 filing

Tax-deductible

Phoenix, AZ501(c)(3)Diseases & DisordersEIN 41-2176501Revenue $1.2M in FY2023

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.
57¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · 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
57%
of spending
Worth a look: 57% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Concern: 0.2 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
$427K
92% of total assets
Concern: liabilities are 92% of assets; over 80%.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.2M
-35% vs prior year
Spent
$1.2M
To programs
57%
Net assets
$35K
By yearFY2020–FY2024
Revenue
$1.2M
FY2023▼ -35%
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
$1.2M
FY2023▼ -35%
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
$35K
FY2023▼ -57%
Tap a bar for its year
Net assets by fiscal year
FY2020$355K
FY2021$365K
FY2022$81K
FY2023$35K
FY2024$93K

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 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

57 cents of each dollar spent went to programs.

Program services 57% · $679K Management & general 17% · $207K Fundraising 26% · $314K

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
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$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 · $679K · in their own filed words · FY2023
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…

$473Kprogram 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.

$206Kprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$1.2M
Ln 12
Gifts and grantsLn 1h$589K
Fees for servicesLn 2g$546K
Other incomeLn 4–11$17K
Money outPt IX
$1.2M
Ln 25
Programscol B$679K
Managementcol C$207K
Fundraisingcol D$314K
Owns and owesPt X
$35K
net assets · Ln 32
Cash and savingsLn 1–2$16K
Total assetsLn 16$462K
LiabilitiesLn 26$427K
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$589K
Government grantsLn 1e$15K
Noncash giftsLn 1g$22K
Fees for servicesLn 2g$546K
Investment incomeLn 3$439
Other incomeLn 4–11$17K
Total revenueLn 12$1.2M
Assets in detailPt X, end of year
CashLn 1$16K
Cash and savings togetherLn 1–2$16K
Land, buildings, equipmentLn 10c$35K
Other assetsLn 15$115K
Total assetsLn 16$462K
LiabilitiesLn 26$427K
Net assetsLn 32$35K
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 FY23End FY23
Cash and savingsLn 1–2−$9K$16K
Land, buildings, equipmentLn 10c$34K$35K
Total assetsLn 16$432K$462K
LiabilitiesLn 26$351K$427K
Net assetsLn 32$81K$35K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$106K$106K
Other salaries and wagesLn 7$240K$141K$67K$33K
Pension plan contributionsLn 8$1K$1K
Other employee benefitsLn 9$42K$19K$23K
Payroll taxesLn 10$18K$11K$5K$2K
Management feesLn 11a$91K$48K$3K$40K
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$77K$28K$48K
Lobbying feesLn 11d$2K$2K
Professional fundraising feesLn 11e$2K$2K
Advertising and promotionLn 12$43K$13K$10K$20K
Office expensesLn 13$14K$1K$11K$2K
Information technologyLn 14$43K$32K$8K$3K
OccupancyLn 16$40K$19K$22K
TravelLn 17$6K$3K$3K$718
Conferences, conventions and meetingsLn 19$1K$875$579
InterestLn 20$9K$9K
Depreciation, depletion and amortizationLn 22$6K$6K
InsuranceLn 23$7K$3K$4K
Other expenses (24a–d)Ln 24$449K$246K$202K
Total functional expensesLn 25$1.2M$679K$207K$314K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $822K$764K$58K$93K 990 PDF
FY2023 Viewing $1.2M$1.2M−$48K$35K 990 PDF
FY2022 $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 FY2023 990 (6 parts)
Part I · Summary $1,151,718 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $617,239$588,567
I-9 Program service revenuePrior year $533,678$545,906
I-10 Investment incomePrior year $263$439
I-11 Other revenuePrior year $620,152$16,806
I-12 Total revenuePrior year $1,771,332$1,151,718
I-13 Grants and similar amounts paidPrior year $482,534$106,434
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $360,340$301,618
I-16a Professional fundraising fees$2,480
I-17 Other expensesPrior year $1,016,277$788,725
I-18 Total expensesPrior year $1,859,151$1,199,257
I-19 Revenue less expensesPrior year −$87,819−$47,539
Part VI · Governance 7 of 7 board members independent, 2 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
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 $1,151,718 across 8 lines filed
VIII-1e Government grants$15,000
VIII-1f All other contributions, gifts and grants$573,567
VIII-1g Noncash contributions (included above)$22,113
VIII-1h Total contributions, gifts and grants$588,567
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $545,906$545,906
VIII-3 Investment incomeRelated to mission $439$439
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $16,806$16,806
VIII-12 Total revenueRelated to mission $546,345 · Excluded from tax $16,806$1,151,718
Part IX · Statement of functional expenses $1,199,257 across 20 lines filed
IX-1 Grants to domestic organizationsPrograms $106,434$106,434
IX-7 Other salaries and wagesPrograms $141,077 · Management $66,548 · Fundraising $32,572$240,197
IX-8 Pension plan contributionsManagement $1,247$1,247
IX-9 Other employee benefitsPrograms $18,800 · Management $23,165$41,965
IX-10 Payroll taxesPrograms $10,602 · Management $5,159 · Fundraising $2,448$18,209
IX-11a Management feesPrograms $48,106 · Management $3,163 · Fundraising $40,056$91,325
IX-11b Legal feesManagement $1,522$1,522
IX-11c Accounting feesPrograms $28,264 · Management $48,300$76,564
IX-11d Lobbying feesPrograms $1,600$1,600
IX-11e Professional fundraising feesFundraising $2,480$2,480
IX-12 Advertising and promotionPrograms $13,006 · Management $9,553 · Fundraising $20,026$42,585
IX-13 Office expensesPrograms $1,236 · Management $10,728 · Fundraising $1,587$13,551
IX-14 Information technologyPrograms $32,410 · Management $7,820 · Fundraising $3,022$43,252
IX-16 OccupancyPrograms $18,513 · Management $21,640$40,153
IX-17 TravelPrograms $2,642 · Management $2,844 · Fundraising $718$6,204
IX-19 Conferences, conventions and meetingsPrograms $875 · Management $579$1,454
IX-20 InterestFundraising $8,565$8,565
IX-22 Depreciation, depletion and amortizationPrograms $5,913$5,913
IX-23 InsurancePrograms $3,144 · Management $4,319$7,463
IX-24 Other expenses (24a–d)Programs $246,129 · Fundraising $202,445$448,574
IX-25 Total functional expensesPrograms $678,751 · Management $206,587 · Fundraising $313,919$1,199,257
Part X · Balance sheet $461,713 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year −$8,818$16,108
X-4 Accounts receivableStart of year $228,745$253,546
X-9 Prepaid expenses and deferred chargesStart of year $13,244$41,774
X-10c Land, buildings and equipment, netStart of year $33,769$34,787
X-15 Other assetsStart of year $141,327$115,498
X-16 Total assetsStart of year $432,188$461,713
X-17 Accounts payable and accrued expensesStart of year $115,973$213,488
X-19 Deferred revenueStart of year $94,422$106,346
X-25 Other liabilitiesStart of year $140,487$106,815
X-26 Total liabilitiesStart of year $350,882$426,649
X-27 Net assets without donor restrictionsStart of year $81,306$35,064
X-32 Total net assets or fund balancesStart of year $81,306$35,064
X-33 Total liabilities and net assetsStart of year $432,188$461,713
Part XI · Reconciliation of net assets $35,064 net assets at year end
XI-1 Total revenue$1,151,718
XI-2 Total expenses$1,199,257
XI-3 Revenue less expenses−$47,539
XI-4 Net assets at start of year$81,306
XI-8 Prior period adjustments$1,297
XI-10 Net assets at end of year$35,064

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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