2024-08-14T13:35:27-05:00 2023-09-30 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2022-10-01 237083384 ARIZONA 4-H YOUTH FOUNDATION C/O UNIVERSITY OF ARIZONA ARIZ 5206217211 1140 E SOUTH CAMPUS DRIVE 110 TUCSON AZ 85721 KARI PETTERSON BOARD PRESIDENT 5206217211 2024-08-09 1 0 MONICA A VERA CPA P01456278 5203214600 2024-08-09 2022 2024-08-08 14:25:15Z KARI PETTERSON 1140 E SOUTH CAMPUS DRIVE 110 TUCSON AZ 85721 1189304 0 X EXTENSION.ARIZONA.EDU/4HFOUNDATION X 1970 AZ PROVIDE ADVOCACY, SUSTAINED FUNDING SUPPORT AND INCREASING OPPORTUNITIES FOR ARIZONA 4-H. 11 11 0 650 0 0 334635 448868 386616 205632 60587 138950 149022 258501 930860 1051951 158461 184917 0 0 68200 70636 0 0 69859 1014175 894799 1240836 1150352 -309976 -98401 3649580 3606849 66087 117595 3583493 3489254 X THE MISSION OF THE ARIZONA 4-H YOUTH FOUNDATION IS TO PROVIDE ADVOCACY, SUSTAINED FUNDING SUPPORT AND INCREASED OPPORTUNITIES FOR ALL 4-H YOUTH AND ADULT VOLUNTEERS IN THE STATE OF ARIZONA. 0 0 974163 146517 205632 THE UNIVERSITY OF ARIZONA 4-H YOUTH DEVELOPMENT PROGRAM PROVIDES QUALITY YOUTH EDUCATION BY BUILDING POSITIVE RELATIONSHIPS AND LIFE SKILLS. WE DEVELOP COMPETENCE, CARING AND ACTIVELY ENGAGED CITIZENS WHO STRENGTHEN ARIZONA COMMUNITIES. 4-H IS FOR ALL YOUTH, AGES 5-19, WHO HAVE FUN, LEARN NEW SKILLS, AND EXPLORE THE WORLD. KIDS 5-8 JOIN CLOVERBUDS, A NON-COMPETITIVE, FUN INTRODUCTION TO MANY PROJECTS AVAILABLE THROUGH 4-H. YOUTH AGES 8-19 PARTICIPATE IN 4-H BY ENROLLING PARTICIPATE IN 4-H BY ENROLLING IN PROJECTS AND JOINING A CLUB. IN 4-H, YOUNG PEOPLE MAKE NEW FRIENDS, DEVELOP NEW SKILLS, BECOME LEADERS AND HELP SHAPE THEIR COMMUNITIES. YOUTH HAVE THE OPPORTUNITY TO PARTICIPATE IN 4-H EXPERIENCES THAT STRENGTHEN A YOUNG PERSON'S SENSE OF BELONGING, GENEROSITY, INDEPENDENCE, AND MASTERY. THE 4-H FOUNDATION CREATED AND IMPLEMENTED THE GREAT 8 PATHWAYS IN 2020-2021 COVERING THE AREAS OF: AGRICULTURE, CAMP/OUTDOORS, CIVIC ENGAGEMENT, COMMUNITY SERVICE, CULTURAL UNDERSTANDING, LEADERSHIP, HEALTHY LIVING AND STEM. THESE PATHWAYS CROSS-OVER ALL EVENTS, PROGRAMS AND PROJECTS IN 4-H AND ENABLE THE FOUNDATION TO TALK WITH DONORS IN A MORE ROBUST AND INCLUSIVE WAY.IN 2022, ARIZONA 4-H GREW TO 6,342 YOUTH ENROLLED MEMBERS OF 4-H COMMUNITY CLUBS. THEY ARE SUPPORTED BY 566 ADULT VOLUNTEER LEADERS. ANOTHER 31,221 ARIZONA YOUTH GET INVOLVED IN 4-H THROUGH SPECIAL EDUCATIONAL OPPORTUNITIES. THIS NUMBER IS EXPECTED TO BE SLIGHTLY LESS IN 2023 WITH THE ABSENCE OF A STATE 4-H PROGRAM LEADER AND OTHER CHALLENGES. 2024 LOOKS TO BE A BUILDING YEAR AND GROWTH IS EXPECTED IN THE MONTHS AND YEAR TO COME! 4-H GIVES YOUTH A CHANCE TO PURSUE THEIR OWN INTERESTS, FROM PHOTOGRAPHY TO COMPUTERS, FROM BUILDING ROCKETS TO RAISING RABBITS, GROWING VEGETABLES TO RAISING A LAMB. A COMPREHENSIVE LIST OF 4-H PROJECTS IS AVAILABLE ONLINE AT: HTTPS://EXTENSION.ARIZONA.EDU/4H. ARIZONA 4-H YOUTH ALSO GO PLACES--TO CAMP, TO STATE AND NATIONAL CONFERENCES AND EVEN ON INTERNATIONAL CULTURAL IMMERSION EXCHANGES. THEY LEARN TO BE LEADERS, ACTIVE CITIZENS AND CITIZEN SCIENTISTS. IN 4-H CLUBS, THEY SERVE AS OFFICERS AND LEARN TO CONDUCT MEETINGS, HANDLE CLUB FUNDS, AND FACILITATE GROUP DECISION-MAKING. IN A GROWING NUMBER OF COMMUNITIES, 4-H YOUTH SERVE AS YOUTH REPRESENTATIVES IN MUNICIPAL OR COUNTY GOVERNMENT OR AS MEMBERS OF TEEN COURTS. THEY GIVE BACK TO THEIR COMMUNITIES. 4-H MEMBERS ARE INVOLVED IN VOLUNTEER PROJECTS TO PROTECT THE ENVIRONMENT, MENTOR YOUNGER CHILDREN, AND HELP PEOPLE WHO ARE LESS FORTUNATE. 4-H CLUBS AND AFFILIATED ORGANIZATIONS DERIVE THEIR TAX-EXEMPT STATUS UNDER THE ARIZONA 4-H YOUTH FOUNDATION. THEY DO NOT HAVE A TAX EXISTENCE OUTSIDE OF THE FOUNDATION'S UMBRELLA, AND FOR TAX PURPOSES ARE TREATED AS PROGRAMS OF THE FOUNDATION. ACCORDINGLY, ALL REVENUES, EXPENSES, AND ASSETS OF THESE CLUBS AND AFFILIATED ORGANIZATIONS ARE REPORTED ON THE FOUNDATION'S FORM 990. 38400 38400 THE ARIZONA 4-H YOUTH FOUNDATION EXISTS TO RAISE AND ADMINISTER FUNDING FOR THE ARIZONA 4-H YOUTH DEVELOPMENT PROGRAM THROUGH THE GREAT 8. THE FOUNDATION ANNUALLY ALLOCATES FUNDS FOR COUNTY, STATE AND NATIONAL 4-H PROJECTS, PROGRAMS, EVENTS AND ACTIVITIES. DURING FISCAL YEAR ENDING SEPTEMBER 30, 2023, THE FOUNDATION AWARDED SCHOLARSHIPS, PROVIDED FOR STATE AND NATIONALS EVENTS, CONTESTS AND CONFERENCES FOR ARIZONA YOUTH. THE FOUNDATION ALSO SUPPORTED ADULT VOLUNTEER EDUCATION, TRAINING AND CHAPERONING FOR 4-H EVENTS AND PROGRAMS. 1012563 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 0 0 0 X X DONNA WERTMAN 5206217211 1140 E SOUTH CAMPUS DRIVE 110 TUCSON AZ 85721 DEBORAH LESTER EXECUTIVE DIRECTOR 50.00 X 63197 0 0 BRETT BENEDICT MEMBER 2.00 X 0 0 0 EMILY CATHEY MEMBER 2.00 X 0 0 0 MELVA DALMOLIN MEMBER 2.00 X 0 0 0 BILL ESTES MEMBER 2.00 X 0 0 0 WAYNE MENNETTI MEMBER 3.00 X 0 0 0 TOM PETERSON MEMBER 2.00 X 0 0 0 TAYLOR ROGERS MEMBER 2.00 X 0 0 0 KARI PETTERSON PRESIDENT 20.00 X X 0 0 0 MICHELE MURPHY VICE PRESIDENT 3.00 X X 0 0 0 GREGG BRUMMER TREASURER 3.00 X X 0 0 0 WILTON HALL SECRETARY 3.00 X X 0 0 0 63197 0 0 0 0 0 0 0 448868 448868 COUNTY 4-H EVENTS 900099 203156 203156 MANAGEMENT FEE 900099 2476 2476 205632 138950 138950 380629 136308 244321 244321 15225 1045 14180 14180 1051951 205632 0 397451 146517 146517 38400 38400 70636 23414 22190 25032 19268 19268 39279 7064 13484 18731 21480 7130 14350 16342 8919 1008 6415 4448 2500 1120 828 7440 1214 2038 4188 778430 774690 3740 6769 1687 5082 MISCELLANEOUS EXPENSE 1343 1028 315 1150352 1012563 67930 69859 1477418 1460864 249636 214958 6770 7013 1915756 1924014 3649580 3606849 66087 117595 66087 117595 X 1464159 1450700 2119334 2038554 3583493 3489254 3649580 3606849 -98401 8257 -4095 0 X 1 X 0 1 0 X 229327 277801 514506 334635 448868 1805137 505900 231334 102320 386616 205632 1431802 213416 196423 75250 255676 395854 1136619 948643 705558 692076 976927 1050354 4373558 0 0 0 4373558 1850 666 150 1210 138950 142826 1850 666 150 1210 138950 142826 950493 706224 692226 978137 1189304 4516384 0.96840 0.95470 0.03160 0.04530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2130712 2500 147206 38400 94683 2147335 2647550 -406983 52237 136860 2051470 2374286 2000 459618 50780 137574 2647550 2346501 79174 37500 13889 2374286 2375112 23461 -11072 35243 5757 2346501 0.01000 0.99000 0 0 0 GUARANTEED INVESTMENT CONTRACT 1924014 F 1924014 X PART V, LINE 4: PERMANENT ENDOWMENT FUNDS ARE INVESTED IN PERPETUITY TO PROVIDE A PERMANENT SOURCE OF INCOME FOR FOUNDATION OPERATIONS AND PROGRAM SUPPORT. TERM ENDOWMENT FUNDS ARE UTILIZED FOR THE PURPOSES INTENDED BY THE DONOR. PART X, LINE 2: FINANCIAL STATEMENTS FIN 48 (ASC 740) FOOTNOTE: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER BOTH FEDERAL (INTERNAL REVENUE CODE SECTION 501(C)(3)) AND ARIZONA INCOME TAX LAWS, AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER INTERNAL REVENUE CODE SECTION 509(A)(2). INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME (UBTI). FROM TIME TO TIME, THE FOUNDATION MAY BE SUBJECT TO PENALTIES AND INTEREST ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH WILL BE CLASSIFIED AS ADMINISTRATIVE EXPENSES IF THEY OCCUR. COUNTY EVENTS 353794 353794 122021 CLOVER BALL 26835 26835 14287 380629 380629 136308 136308 244321 15225 1045 1 1.00000 15225 1045 1045 14180 0 0 0 0 0 0 1 SCHOLARSHIPS 34 38400 PART I, LINE 2: SCHOLARSHIPS ARE PAID DIRECTLY TO THE COLLEGE OR UNIVERSITY ATTENDED BY THE RECIPIENT. ANY UNUSED FUNDS ARE RETURNED TO THE FOUNDATION. FORM 990, PART I INCLUDED IN ARIZONA 4-H YOUTH FOUNDATION'S FORM 990 ARE THE ACTIVITIES OF UNINCORPORATED 4-H CLUBS. CLUB ACTIVITIES INCLUDED IN THE FYE 09/30/2023 FORM 990: -TOTAL INCOME $850,031.57 -TOTAL ASSETS $1,455,093.57 ADDITIONAL DETAIL ABOUT THE CLUBS INCLUDED IN THE FOUNDATION'S FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ANY DIRECTOR, OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST IN A TRANSACTION UNDER CONSIDERATION BY THE FOUNDATION. SUCH INDIVIDUAL HAS A DUTY TO DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND WILL BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS AND ANY DISCUSSION, THE INTERESTED PERSON SHALL LEAVE THE BOARD MEETING AND THE REMAINING DIRECTORS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AFTER EXERCISING DUE DILIGENCE, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER THE FOUNDATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE, THE DIRECTORS SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT WITH THE INTERESTED PERSON. IF THE BOARD OF DIRECTORS HAS REASONABLE CAUSE TO BELIEVE A DIRECTOR HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE DIRECTOR OF THE BASIS FOR SUCH BELIEF AND AFFORD THE DIRECTOR AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE DIRECTOR'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OF DIRECTORS DETERMINES THE DIRECTOR HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE.