2025-09-08T09:57:32-05:00 2024-12-31 860558065 HEINFELD MEECH & CO PC 1365 N SCOTTSDALE RD 300 SCOTTSDALE AZ 85257 990 2024-01-01 742370522 DUET PARTNERS IN HEALTH & AGING INC DUET 6022745022 10000 N 31ST AVENUE D200 PHOENIX AZ 85051 ANN WHEAT EXECUTIVE DIRECTOR 6022745022 2025-09-08 1 1 JILL A SHAW CPA P01613163 6022779449 2024 2025-03-06 01:10:19Z ANN WHEAT 10000 N 31ST AVENUE D200 PHOENIX AZ 85051 1301632 0 X WWW.DUETAZ.ORG X 1985 AZ TO PROMOTE HEALTH AND WELL-BEING THROUGH VITALLY NEEDED SERVICES TO HOMEBOUND ADULTS, FAMILY CAREGIVERS, AND GRANDFAMILIES. 12 12 27 397 0 0 1948473 1253802 14376 16447 22487 8688 -15919 -34418 1969417 1244519 0 0 0 0 1483377 1534014 54000 54000 280711 863115 704479 2400492 2292493 -431075 -1047974 2460691 1289242 931228 789188 1529463 500054 X TO PROMOTE HEALTH AND WELL-BEING THROUGH VITALLY NEEDED SERVICES TO HOMEBOUND ADULTS, FAMILY CAREGIVERS, AND GRANDFAMILIES. 0 0 581728 10837 MEANING AND HOPE: THE MEANING & HOPE INSTITUTE (M&HI) IS INSPIRING A NATIONAL MOVEMENT OF PURPOSE AND ENCOURAGEMENT TO FAMILY CAREGIVERS OF PEOPLE WITH DEMENTIA AND OTHER COGNITIVE IMPAIRMENTS. THE INSTITUTE IS HOME TO FINDING MEANING AND HOPE, A 10-WEEK FACILITATOR-LED DISCUSSION SERIES DEVELOPED BY DUET THAT EXPLORES THE COMPLICATED EMOTIONAL REALITIES OF BEING A DEMENTIA FAMILY CAREGIVER AND PROVIDES MUCH NEEDED SUPPORT. M&HI HAS DEVELOPED A VIRTUAL PLATFORM TO EXPAND THE PROGRAM NATIONALLY, AND IN 2024, FINDING MEANING AND HOPE HAD 81 ACTIVE CERTIFIED FACILITATORS AND SUPPORTED 427 DEMENTIA FAMILY CAREGIVERS IN 14 STATES. DUET WAS THE FIRST ORGANIZATION APPROVED BY LIFESPAN RESEARCH FOUNDATION TO OFFER THE NEXT CHAPTER IN MY LIFE SERIES. THIS SERIES FOCUSES ON THE EXPERIENCES, EMOTIONS, AND TRANSITIONS THAT ARE SPECIFIC TO AGING, WITH A GOAL TO IMPROVE OVERALL WELLBEING AND LIFE SATISFACTION. 336539 211 FAMILY CAREGIVERS: A TOTAL OF 1,001 UNDUPLICATED FAMILY CAREGIVERS NATIONWIDE GAINED HELP AND HOPE IN THEIR CAREGIVING JOURNEY, INCLUDING 564 WHO RECEIVED ARIZONA-BASED SUPPORT. 306 SUPPORT GROUPS THROUGHOUT THE YEAR, IN BOTH ENGLISH AND SPANISH, GUIDED OVER ONE THOUSAND ATTENDEES. ADDITIONAL SUPPORT FOR THESE FAMILY CAREGIVERS IS AVAILABLE AT NO-COST AND INCLUDED MULTIPLE EDUCATIONAL WEBINARS, THE ANNUAL FAMILY CAREGIVER SYMPOSIUM, INFORMATION & REFERRAL SUPPORT, AND A RESOURCE LIBRARY. 409833 5399 GRANDPARENTS RAISING GRANDCHILDREN: 439 UNDUPLICATED GRANDPARENTS AND 659 UNDUPLICATED GRANDCHILDREN RECEIVED SUPPORT THROUGH GROUP SESSIONS, WORKSHOPS, OUTINGS, RESPITE, LEGAL ASSISTANCE, AND REFERRAL ASSISTANCE FROM DUET. 62 SUPPORT GROUPS WERE HELD WITH 83 GRANDPARENTS PARTICIPATING. RESPITE FUNDS WERE PROVIDED SO THAT 62 CHILDREN WERE ABLE TO PARTICIPATE IN OUT-OF -SCHOOL ACTIVITIES. ON AVERAGE, GRANDPARENTS REPORTED THEY FELT MORE CONFIDENT IN THIER ROLE AS A PARENT/CAREGIVER AND THEIR STRESS WAS REDUCED AFTER RECEIVING DUET SERVICES. 343030 HOMEBOUND ADULTS: 451 UNDUPLICATED, ISOLATED ELDERS AND ADULTS WITH DISABILITIES, "NEIGHBORS", RECEIVED PERSONALIZED SERVICES SUCH AS GROCERY SHOPPING, MEDICAL TRANSPORTATION, VISITS, TECH SUPPORT, AND PAPERWORK ASSISTANCE. THESE INDIVIDUALS WERE SERVED BY 271 ACTIVE VOLUNTEERS FOR AN ANNUAL TOTAL OF 10,977 SELF-REPORTED HOURS. 343030 1671130 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 27 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X THE ORGANIZATION 6022745022 10000 N 31ST AVENUE SUITE D200 PHOENIX AZ 85051 MARIA MASKELL SECRETARY 2.00 X X 0 0 0 DAWN KATEK DIRECTOR 1.00 X 0 0 0 JAN DOUGHERTY DIRECTOR 1.00 X 0 0 0 SHRUTI GURUDANTI DIRECTOR 1.00 X 0 0 0 CHERYL PLEWA PRESIDENT 4.00 X X 0 0 0 LISA NOTHUM TREASURER 2.00 X X 0 0 0 BRENDA HOLT DIRECTOR (THRU 08/2024) 1.00 X 0 0 0 JANICE BRANDT PAST PRESIDENT 4.00 X X 0 0 0 NANCY ZIKIAS DIRECTOR (THRU 08/2024) 1.00 X 0 0 0 BROCK BARNHART DIRECTOR (THRU 02/2024) 1.00 X 0 0 0 CLEO LEWIS DIRECTOR (THRU 05/2024) 1.00 X 0 0 0 KAMAL NARAYANAMURTI-LOGUE DIRECTOR 1.00 X 0 0 0 CAROL SIEG DIRECTOR (THRU 04/2024) 1.00 X 0 0 0 APARNA ABBURI DIRECTOR 1.00 X 0 0 0 ANGELA CADE DIRECTOR 1.00 X 0 0 0 LESLIE CHESSER DIRECTOR 1.00 X 0 0 0 ROBERT MATURA DIRECTOR 1.00 X 0 0 0 ANN WHEAT EXECUTIVE DIRECTOR 40.00 X 88903 0 19884 88903 0 19884 0 0 0 0 0 109170 370820 773812 12466 1253802 WORKSHOP & RESOURCE SA 900099 16447 16447 16447 8688 8688 22695 109170 57113 -34418 -34418 1244519 16447 0 -25730 88903 69569 10701 8633 1179810 923238 142010 114562 15009 10736 3163 1110 158029 113041 33303 11685 92263 65997 19444 6822 180405 156061 10498 13846 15500 15500 54000 54000 49463 15788 31665 2010 15138 9533 1697 3908 64537 52641 7153 4743 53479 38044 9801 5634 122337 83189 25691 13457 7258 6600 658 23921 11413 12508 31917 21703 6703 3511 28238 20626 5026 2586 PROGRAM COSTS 48564 48564 BANKING AND PAYROLL PRO 11360 2517 8153 690 CONTINUING EDUCATION AN 4900 3310 1060 530 BAD DEBT EXPENSE 1000 1000 46462 18560 8426 19476 2292493 1671130 340652 280711 406396 141695 276807 212218 56724 38087 23200 396957 356345 72529 40612 872645 243282 737503 628235 2460691 1289242 96964 80806 834264 708382 931228 789188 X 679900 54757 849563 445297 1529463 500054 2460691 1289242 -1047974 18565 0 X 0 0 0 X 1814153 2203434 2082185 1948473 1253802 9302047 1814153 2203434 2082185 1948473 1253802 9302047 952054 8349993 7625 12165 15783 22487 8688 66748 -6766 7271 11071 14376 16447 42399 9411194 97736 0.88720 0.88850 X PART II, SECTION B, LINE 10 OTHER INCOME IS FROM FUNDRAISING EVENTS AND WORKSHOP AND RESOURCE SALES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 866672 25637 655000 237309 966000 75672 175000 866672 1261060 -145060 150000 966000 686378 500000 74682 1261060 339747 302000 44631 686378 0.14800 0.85200 0 0 193248 182512 10736 203709 173833 29876 40612 OPERATING LEASE RIGHT OF USE ASSET 618719 SECURITY DEPOSITS 9516 628235 OPERATING LEASE LIABILITY 708382 708382 X PART X, LINE 2: MANAGEMENT HAS EVALUATED THE TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, IF ANY, ON ITS EXEMPT ORGANIZATION FILINGS, AND THE LIKELIHOOD THAT UPON EXAMINATION THOSE POSITIONS WOULD BE SUSTAINED. BASED ON THE RESULTS OF THIS EVALUATION, MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS. SCHEDULE D,PART V, LINE 4 THE DUET ENDOWMENT FUND WILL BE USED TO PROVIDE FOR THE LONG-TERM NEEDS OF DUET AND ITS PROGRAMS. X X X X X X X 1 KELLY HART ASSOCIATES 6042 E WALTANN LANE SCOTTSDALE AZ 85254 GRANT ADMINISTRATION 0 282135 54000 228135 282135 54000 228135 AZ GIVING IN THE GARDEN 131865 109170 22695 43391 600 13122 131865 109170 22695 43391 600 13122 57113 -34418 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS CONSISTS OF (A) PERSONS NOMINATED BY DUET'S BOARD DEVELOPMENT COMMITTEE FROM PARTNER CONGREGATIONS AND THE WIDER COMMUNITY AND ELECTED BY THE BOARD, AND (B) THE EXECUTIVE DIRECTOR OF DUET AND THE CHAIRPERSON OF EACH ADVISORY COUNCIL OF EACH MAJOR DUET SERVICE COMPONENT AS MAY BE DEFINED BY THE BOARD FROM TIME TO TIME. THE BOARD MAY ALSO APPOINT NONVOTING EX-OFFICIO DIRECTORS TO SERVE AT THE DISCRETION OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR, HER STAFF, CONTRACTED ACCOUNTING STAFF, AND AUDIT COMMITTEE REVIEW THE FORM 990 FOR ACCURACY BEFORE DISTRIBUTING TO THE FINANCE COMMITTEE AND BOARD. THE FINANCE COMMITTEE WILL REVIEW THE FORM 990 AND FOLLOW UP WITH A MOTION TO SEND THE 990 ON TO THE BOARD OF DIRECTORS FOR REVIEW, COMMENT AND APPROVAL PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C AT EACH BOARD AND COMMITTEE MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD MAY HIRE AND COMPENSATE INDIVIDUALS FOR NECESSARY SERVICES RENDERED TO THE ORGANIZATION SO LONG AS SUCH COMPENSATION IS REASONABLE. THE BOARD SHALL DETERMINE REASONABLE COMPENSATION AMOUNTS BASED UPON COMPENSATION PAID BY SIMILARLY SITUATED NONPROFITS FOR LIKE SERVICES. THEY MAY RELY UPON SALARY STUDIES, AS WELL AS DATA REGARDING COMPENSATION PAID BY AT LEAST THREE SPECIFIC PEER ORGANIZATIONS OF SIMILAR SIZE TO DETERMINE REASONABLE COMPENSATION. THE TERMS OF SUCH COMPENSATION, AND ITS SOURCE SHALL BE RECORDED IN WRITING. AN INDIVIDUAL WHO IS A VOTING MEMBER OF THE BOARD OR A COMMITTEE WITH THE BOARD DELEGATED POWERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION FOR SERVICES, IS PRECLUDED FROM PARTICIPATING IN DISCUSSIONS OR VOTES PERTAINING TO THEIR OWN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE IN A TIMELY MANNER, COPIES OF TAX RETURNS, FINANCIAL STATEMENTS, AND ALL GOVERNING DOCUMENTS INCLUDING ITS CONFLICT OF INTEREST POLICIES WHEN REQUESTED IN WRITING OR IN PERSON.