2026-08-14T15:37:20-05:00 2025-12-31 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2025-01-01 860483792 RONALD MCDONALD HOUSE CENTRAL AND NORTHERN ARIZONA INC RONA 6022642654 501 EAST ROANOKE AVENUE PHOENIX AZ 85004 ALEXANDER FALKENSTEIN BOARD TREASURER 6022642654 2026-08-12 1 MONICA A VERA CPA P01456278 5203214600 2026-08-12 2025 2025-03-06 01:10:19Z X KERRY SCHULMAN 501 EAST ROANOKE AVENUE PHOENIX AZ 85004 7152285 0 X WWW.RMHCCNAZ.ORG X 1984 AZ TO PROVIDE TEMPORARY HOUSING FOR SERIOUSLY ILL CHILDREN AND THEIR FAMILIES. 24 24 26 2506 0 0 4224291 3981910 553659 773343 1626837 910614 -122245 30005 6282542 5695872 0 0 0 0 1368598 1434442 294015 99503 716017 1912752 2689786 3575365 4223731 2707177 1472141 22480652 25049385 188653 477629 22291999 24571756 X MAINTAINING AND OPERATING ONE OR MORE FACILITIES IN THE VALLEY TO PROVIDE TEMPORARY HOUSING FOR SERIOUSLY ILL CHILDREN AND THEIR FAMILIES WHILE THE CHILDREN ARE RECEIVING TREATMENT AT A NEARBY HOSPITAL. 0 0 2842062 780925 IN 2025, RONALD MCDONALD HOUSE CENTRAL AND NORTHERN ARIZONA PROVIDED 18,869 NIGHTS OF REST FOR FAMILIES TRAVELING TO PHOENIX AND MESA FOR MEDICAL CARE AND TREATMENT FOR THEIR CHILDREN. WE SERVED 1,071 FAMILIES. EACH NIGHT WE PROVIDED TEMPORARY HOUSING FOR 72 FAMILIES AT ONE OF OUR THREE HOUSES WE OPERATE IN THE VALLEY. WE PROVIDE A WELCOMING "HOME-AWAY-FROM-HOME" FOR FAMILIES WHICH INCLUDE PRIVATE GUEST ROOMS AND PRIVATE BATHROOMS. WE HAVE PRIVATE APARTMENTS FOR FAMILIES WHO HAVE CHILDREN WHO ARE IMMUNOCOMPROMISED. WE PROVIDE NIGHTLY MEALS, LAUNDRY FACILITIES, AND OUTDOOR SPACES FOR CHILDREN AND FAMILIES. THE COST TO HOUSE A FAMILY FOR ONE NIGHT IS $132 AND THERE IS NEVER A CHARGE FOR FAMILIES TO STAY WITH US. WE ARE COMMUNITY FUNDED AND ARE FISCALLY RESPONSIBLE WITH OUR DONOR DOLLARS. WE HAVE A SMALL STAFF AND UTILIZE COMMUNITY VOLUNTEERS. 2842062 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 14 0 1 26 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X KERRY SCHULMAN CEO 6022642654 501 EAST ROANOKE AVENUE PHOENIX AZ 85004 KERRY SCHULMAN CEO 40.00 X 296434 0 10433 JULIE RANSOM COO 40.00 X 156981 0 6300 ALEX ALVAREZ MEMBER 0.25 X 0 0 0 RONEN AVIRAM MEMBER 0.25 X 0 0 0 ADIL BAIG MD MEMBER 0.25 X 0 0 0 MIKE CARDOSO MEMBER 0.25 X 0 0 0 ED DZADOVSKY MEMBER 0.25 X 0 0 0 VICKIE GARCIA MEMBER 0.25 X 0 0 0 MELISSA GRASS MEMBER 0.25 X 0 0 0 CLINT HARRINGTON MEMBER 0.25 X 0 0 0 KEVIN HUMMEL MD MEMBER 0.25 X 0 0 0 HUGUES LABRECQUE MEMBER 0.25 X 0 0 0 GREG MAYER MD MEMBER 0.25 X 0 0 0 PATRICK MCGRODER IV MEMBER 0.25 X 0 0 0 LESLIE MEYERS MEMBER 0.25 X 0 0 0 CHRISTY NAPOLITANO-WERNAU MEMBER 0.25 X 0 0 0 MIKE REINA MEMBER 0.25 X 0 0 0 JEN RITCHIE MEMBER 0.25 X 0 0 0 MICHAEL ROSSI MEMBER 0.25 X 0 0 0 RHONDA THOMPSON MEMBER 0.25 X 0 0 0 EMILY WARD ESQ MEMBER 0.25 X 0 0 0 MIKE WEAVER MEMBER 0.25 X 0 0 0 MATT SALATA DEVELOPMENT COMMITTEE CHAIR 0.25 X 0 0 0 JENNIFER LUNDGREN SALERNO GOVERNANCE COMMITTEE CHAIR 0.25 X 0 0 0 COUNCILMAN KEVIN ROBINSON CHAIR 1.00 X X 0 0 0 SCOTT HARRIS VICE CHAIR 1.00 X X 0 0 0 ABRAN VILLEGAS TREASURER 1.00 X X 0 0 0 CARRIE RYERSON SECRETARY 1.00 X X 0 0 0 453415 0 16733 2 0 1 0 COVEY SECURITY 3443 N CENTRAL AVENUE SUITE 1010 PHOENIX AZ 85012 SECURITY AND MONITORING 162040 SERVICE 1ST COMPANY 901 W 1ST AVENUE 3 MESA AZ 85210 LEASED LABOR & CLEANING SVCS 135983 2 637620 30208 3314082 326299 3981910 PROGRAM SERVICE FEES 721310 773343 773343 773343 365218 365218 1638107 1092711 545396 545396 545396 322126 637620 303572 18554 18554 60555 60130 425 425 OTHER INCOME 900099 7582 7582 VENDING MACHINE 900099 3444 3444 11026 5695872 780925 0 933037 X 470148 335170 60481 74497 787411 652837 26005 108569 8294 7096 384 814 67944 64924 876 2144 100645 78839 6989 14817 14462 14462 142083 142083 99503 99503 52905 52905 642390 257716 209702 174972 61197 17795 27269 16133 104761 30164 3989 70608 67267 33794 28604 4869 219457 219457 6997 4962 1239 796 15128 11063 1728 2337 921969 722209 64026 135734 65644 51421 4559 9664 FAMILY SUPPORT SERVICES 186676 186676 REPAIRS AND MAINTENANCE 173316 167237 6079 DONOR AND VOLUNTEER REC 15534 702 14272 560 4223731 2842062 665652 716017 1025101 240709 292674 461686 128507 131185 119645 78974 37058 92472 21607498 9042257 10222927 12565241 8651205 9342452 1745532 1878536 258003 258130 22480652 25049385 169316 462597 19337 15032 188653 477629 X 21073187 23130357 1218812 1441399 22291999 24571756 22480652 25049385 1472141 807616 0 X 0 1 X 1 0 X 3685853 3917644 3621092 4224291 3981910 19430790 3685853 3917644 3621092 4224291 3981910 19430790 326533 19104257 143677 191448 500377 335134 365218 1535854 32085 39594 55742 3173 18979 149573 15881 19148 17810 835 3444 57118 21173335 2815323 0.90230 0.90890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1847281 209235 70400 1986116 1746214 171268 70201 1847281 1647821 142394 -44000 1746214 1918735 -202614 68300 1647821 1634882 100000 254034 70181 1918735 0.63520 0.29690 0.06790 1 0 636179 636179 19877106 8303871 11573235 748664 704897 43767 345549 33489 312060 12565241 INVESTMENTS HELD BY AZ COMMUNITY FOUNDATION 1878536 F 1878536 OPERATING LEASE PAYABLE 15032 15032 X 7040820 807616 89428 137106 1034150 6006670 52905 -363703 -310798 5695872 4761063 89428 363703 453131 4307932 52905 -137106 -84201 4223731 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENTS CONSIST OF THE MARUSKA FAMILY FUND, AN ADOPTAROOM DONOR RESTRICTED ENDOWMENT, AND ENDOWMENTS HELD IN THE RONALD MCDONALD HOUSE CHARITIES FUND (THE ACF FUND) ESTABLISHED WITH THE ACF. INVESTMENT EARNINGS FROM THE MARUSKA FAMILY FUND ARE RESTRICTED FOR SPECIFIC SPENDING NEEDS RELATED TO ADOPTAROOM PURPOSES. THE ACF FUND IS COMPRISED OF BOARD DESIGNATED (QUASIENDOWMENT) FUNDS AND DONOR RESTRICTED ENDOWMENT FUNDS. THE PRIMARY PURPOSE FOR INVESTMENT EARNINGS FOR ENDOWMENTS HELD WITH THE ACF IS TO PROVIDE ADDITIONAL FUNDING FOR OPERATIONS, EXCLUDING CAPITAL PURCHASES. FUNDS ESTABLISHED AT ACF ARE SUBJECT TO ACF'S VARIANCE POWER. PART X, LINE 2: ASC 740 FOOTNOTE FROM AUDITED FINANCIAL STATEMENTS: THE ORGANIZATION IS EXEMPT FROM 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)(1). INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME (UBTI). FROM TIME TO TIME, THE ORGANIZATION MAY BE SUBJECT TO PENALTIES AND INTEREST ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH ARE CLASSIFIED AS GENERAL AND ADMINISTRATIVE EXPENSES IF THEY OCCUR. PART XI, LINE 2D - OTHER ADJUSTMENTS: EMPLOYEE RETENTION CREDIT 137,106. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -363,703. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 363,703. PART XII, LINE 4B - OTHER ADJUSTMENTS: EMPLOYEE RETENTION CREDIT -137,106. X X X X X X 1 DOUGLAS SHAW ASSOCIATES 1717 PARK STREET SUITE 300 NAPERVILLE IL 60563 DIRECT MAIL 0 116344 99503 16841 116344 99503 16841 GALA 637588 405056 232532 2410 106708 1750 139421 GOLF TOURNAMENT 321158 232563 88595 14500 12654 20783 1 1000 1000 5347 959746 637619 322127 16910 119362 1750 165551 303573 18554 60555 60130 1 0.50000 60555 60130 60130 425 AZ 0 THE ORGANIZATION CONDUCTED A RAFFLE AT ITS ANNUAL GALA EVENT AND ANNUAL GOLF EVENT IN ARIZONA. ARIZONA DOES NOT HAVE AN AGENCY THAT REGULATES CHARITABLE RAFFLES AND DOES NOT REQUIRE A LICENSE. RAFFLES IN ARIZONA CAN ONLY BE CONDUCTED BY AN ORGANIZATION THAT HAS QUALIFIED FOR AN EXEMPTION FROM TAXATION OF INCOME UNDER SECTION 501 AND HAS BEEN CONTINUOUSLY IN EXISTENCE FOR A FIVE-YEAR PERIOD IMMEDIATELY BEFORE CONDUCTING A RAFFLE. THE ORGANIZATION MEETS BOTH OF THESE REQUIREMENTS. 0 0 0 1.00000 KERRY SCHULMAN 501 E ROANOKE AVENUE PHOENIX AZ 85004 0 0 X 0 0 X X X X 0 0 0 0 0 0 0 0 0 KERRY SCHULMAN CEO 228356 0 68078 0 0 0 8880 0 1553 0 306867 0 0 0 JULIE RANSOM COO 136154 0 20827 0 0 0 5446 0 854 0 163281 0 0 0 PART I, LINE 1A WE DO NOT HAVE A WRITTEN POLICY ABOUT GROSS-UP PAYMENT FOR EMPLOYEE BONUSES HOWEVER, IT IS AN OPTION WITH THE PAYROLL COMPANY AND WE ELECTED TO GROSS-UP FOR ANNUAL BONUSES. SERVICE 1ST COMPANY COMPANY OWNED BY BOARD MEMBER 135983 LEASED LABOR AND CLEANING SERVICES 0 X 154385 FAIR MARKET VALUE X AUCTION & RAFFLE ITEMS 177 104537 FAIR MARKET VALUE X GALA ITEMS 14 62945 FAIR MARKET VALUE X LAND USE VALUE IN EXCESS OF IN KIND RENT 1 4432 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I, LINE 6, DESCRIPTION OF VOLUNTEERS: IN 2025, WE HAD 2,480 VOLUNTEERS WHO GAVE 8,189 HOURS OF SERVICE WHICH EQUATES TO $295,950.47. VOLUNTEERS PREPARED AND SERVED 48,867 MEALS IN FY 2025. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS ARTICLES TO CHANGE THE NAME OF THE ORGANIZATION FROM RONALD MCDONALD HOUSE CHARITIES OF CENTRAL AND NORTHERN ARIZONA, INC. TO RONALD MCDONALD HOUSE CENTRAL AND NORTHERN ARIZONA, INC. THE ARTICLES OF AMENDMENT HAVE BEEN ATTACHED IN ACCORDANCE WITH FORM 990 INSTRUCTIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE PRESIDENT/CEO, BOARD TREASURER, ACCOUNTING TEAM, AND THE FINANCE COMMITTEE PRIOR TO FILING. AFTER THIS REVIEW, A COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS ADOPTED A CONFLICT OF INTEREST POLICY THAT ALL BOARD MEMBERS, COMMITTEE MEMBERS, STAFF, VOLUNTEERS, AND AFFILIATES MUST ADHERE TO. ANY KNOWN CONFLICT OF INTEREST ON THE PART OF ANY INTERESTED PERSON SHALL BE DISCLOSED TO THE BOARD OF DIRECTORS. WHEN THE BOARD CONSIDERS AN APPLICATION FOR A GRANT OR ANY OTHER MATTER, ANY INTERESTED PERSON WHO HAS AN ACTUAL, POTENTIAL OR APPARENT CONFLICT OF INTEREST WITH RESPECT TO THE APPLICANT OR MATTER SHALL DISCLOSE HIS OR HER CONFLICT TO ALL OF THE MEMBERS OF THE BOARD AND/OR ALL OF THE MEMBERS OF THE COMMITTEE WHICH IS CONSIDERING THE APPLICATION OR OTHER MATTER. NO INTERESTED PERSON SHALL VOTE ON ANY MATTER IN WHICH HE OR SHE HAS A POSSIBLE CONFLICT OF INTEREST, AND HE OR SHE SHALL NOT USE PERSONAL INFLUENCE IN CONNECTION THEREWITH. HOWEVER, ANY INTERESTED PERSON WHO IS EXCLUDED FROM VOTING BECAUSE OF SUCH POSSIBLE CONFLICT OF INTEREST MAY BRIEFLY STATE HIS OR HER POSITION ON THE MATTER AND ANSWER PERTINENT QUESTIONS OF OTHER BOARD OR COMMITTEE MEMBERS. THE MINUTES OF THE MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE AND THAT THE INTERESTED PERSON ABSTAINED FROM VOTING. ALL INTERESTED PERSONS RECEIVE A COPY OF THE POLICY ANNUALLY AND MUST REVIEW AND DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. WHEN THE BOARD CONSIDERS AN APPLICATION FOR A GRANT OR ANY OTHER MATTER, ANY INTERESTED PERSON WHO HAS AN ACTUAL, POTENTIAL OR APPARENT CONFLICT OF INTEREST WITH RESPECT TO THE APPLICANT OR MATTER SHALL DISCLOSE HIS OR HER CONFLICT TO ALL OF THE MEMBERS OF THE BOARD AND/OR ALL OF THE MEMBERS OF THE COMMITTEE WHICH IS CONSIDERING THE APPLICATION OR OTHER MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION FOR THE CEO AND MAKES THE RECOMMENDATIONS TO THE BOARD. THE BOARD VOTES TO APPROVE OR NOT APPROVE RECOMMENDED COMPENSATION FOR CEO. THE CEO DETERMINES THE COMPENSATION FOR ALL STAFF. EVERY 2-3 YEARS THE ORGANIZATION CONDUCTS A COMPENSATION SURVEY WITH AN OUTSIDE CONSULTANT TO ENSURE THAT THEY ARE IN LINE WITH COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G BILLING: PROGRAM SERVICE EXPENSES 2,369. MANAGEMENT AND GENERAL EXPENSES 268. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,637. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 9,000. MANAGEMENT AND GENERAL EXPENSES 130,404. FUNDRAISING EXPENSES 174,972. TOTAL EXPENSES 314,376. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,107. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,107. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 246,347. MANAGEMENT AND GENERAL EXPENSES 70,923. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 317,270.