Nonprofit · EIN 81-1028132
DESERT FINANCIAL FOUNDATION
Tax-exempt · PHOENIX, AZ 85034
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,181,914 | $1,236,633 | -$54,719 | $1,128,647 | $864,923 | $263,724 |
| December 31, 2023 | 990 | $1,104,190 | $1,096,914 | $7,276 | $1,086,045 | $767,602 | $318,443 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,296,238
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- -$114,324
- Other revenue
- -$114,324
Expenses
- Grants and similar amounts paid
- $1,232,637
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $1,232,637
- Fundraising (functional)
- $3,996
Balance sheet and other
- Total assets, start of year
- $1,086,045
- Total assets, end of year
- $1,128,647
- Total liabilities, end of year
- $864,923
- Net assets, end of year
- $263,724
- Net assets without donor restrictions
- $91,761
- Net assets with donor restrictions
- $171,963
- Gross receipts
- $1,296,238
- Employees
- 0
- Volunteers
- 129
- Year formed
- 2015
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY MESHEY | CEO Trustee or director, Officer | 2 | $0 | $2,279,550 | $58,674 |
| RONDLE AMSTUTZ | SECRETARY Trustee or director, Officer | 2 | $0 | $989,172 | $53,664 |
| CATHLEEN GRAHAM | DIRECTOR Trustee or director | 1 | $0 | $1,018,134 | $21,278 |
| JACKIE L BIGGS JR | DIRECTOR Trustee or director | 1 | $0 | $794,557 | $41,906 |
| THOMAS MARLOWE | TREASURER Trustee or director, Officer | 2 | $0 | $558,894 | $40,843 |
| SARA REGAN | DIRECTOR (LEFT 4/2024) Trustee or director | 1 | $0 | $375,647 | $32,416 |
| CARLISSA WRIGHT | VP/EXEC DIR DF FOUNDATION Officer | 11.92 | $0 | $297,418 | $28,412 |
| JANET BIOLETTO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JUSTIN CROWDER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN FRANK | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| COURTNEY HEMPHILL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY MESHEY | VICE CHAIR Trustee or director, Officer | 2 | $0 | $2,029,198 | $746,635 |
| RONDLE AMSTUTZ | SECRETARY Trustee or director, Officer | 2 | $0 | $891,882 | $56,560 |
| CATHLEEN GRAHAM | DIRECTOR Trustee or director | 1 | $0 | $903,234 | $18,504 |
| SARA REGAN | DIRECTOR Trustee or director | 1 | $0 | $535,872 | $55,669 |
| THOMAS MARLOWE | TREASURER Trustee or director, Officer | 2 | $0 | $525,098 | $38,674 |
| CARLISSA WRIGHT | VP/EXEC DIR DF FOUNDATION Officer | 11.92 | $0 | $251,840 | $39,913 |
| JANET BIOLETTO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JUSTIN CROWDER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN FRANK | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| COURTNEY HEMPHILL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 148 N 48TH ST, PHOENIX, AZ 85034-1900
- Mailing address (990-N for 2016)
- 148 N 48th Street, Phoenix AZ 85034
- Principal officer (990 for 2024)
- RONDLE AMSTUTZ, 148 N 48TH ST, PHOENIX, AZ 85034
- Principal officer (990-N for 2016)
- Ronald Amstutz, 148 N 48th Street, Phoenix AZ 85034
- Signed the 990
- THOMAS MARLOWE, TREASURER
- Phone
- (602) 433-7000
- Return prepared by
- DOEREN MAYHEW
Mission
TO PROMOTE THE FINANCIAL HEALTH OF OUR COMMUNITY THROUGH EDUCATION, SCHOLARSHIPS, GRANTS TO NON-PROFIT PROGRAMS, AND FUNDRAISING EFFORTS.
Program accomplishments
- SCHOLARSHIPS ARE AWARDED TO STUDENTS DISPLAYING LEADERSHIP THROUGH COMMUNITY SERVICE, ACADEMIC EXCELLENCE, AND DEMONSTRATED FINANCIAL NEED. SCHOLARSHIPS RANGE FROM $2,500 TO $10,000 FOR GRADUATING HIGH SCHOOL SENIORS AND ADULT LEARNERS (NON-TRADITONAL STUDENTS) ATTENDING 2-OR 4-YEAR COLLEGES OR UNIVERSITIES IN THE STATE OF ARIZONA. SCHOLARSHIPS ARE ALSO AWARDED TO LOW-INCOME HIGH SCHOOL AND COLLEGE PURSING CERTIFICATIONS THROUGH CAREER AND TECHNICAL EDUCATION PROGRAMS TO COVER PROGRAM AND CERIFICATION FEES, AS WELL AS EQUIPMENT AND SUPPLIES REQUIRED FOR THEIR PROGAMS.Expenses $375,505 · grants $375,505
- DESERT FINANCIAL FOUNDATION IS THE PRIMARY FINANCIAL SUPPORTER OF THE ONE DARN COOL SCHOOL OF PHOENIX CHILDREN'S HOSPITAL. CHILDRAN RECEIVING SERVICES AT THE HOSPITAL ARE ABLE TO CONTINUE WITH THEIR EDUCATION AND RECEIVE SUPPORT TO TRANSITION SUCCESSFULLY BACK TO THEIR HOME SCHOOL.Expenses $791,423 · grants $791,423
- EMPLOYEE EMERGENCY ASSISTANCE & GENERAL FUND - THE FOUNDATION OPERATES AN EMERGENCY FUND FOR INDIVIDUALS FACING A VERIFIABLE FINANCIAL HARDSHIP AS A RESULT OF SERIOUS ILLNESS OR INJURY, VIOLENT CRIME, MILITARY DEPOLYMENT, DEATH, TERRORIST OR MILITARY ACTION, AN ACCIDENT INVOLVING A COMMON CARRIER, OR A FEDERALLY DECLARED DISASTER.Expenses $65,709 · grants $65,709
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-1028132
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $1,128,647
- Income (IRS master file)
- $1,296,238
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,181,914 | $1,236,633 | $1,128,647 | XML |
| 990 | December 2023 | $1,104,190 | $1,096,914 | $1,086,045 | XML |
| 990 | December 2022 | $1,090,189 | $1,032,401 | $336,167 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2016 Officer: Ronald Amstutz | December 31, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-1028132).
Questions about DESERT FINANCIAL FOUNDATION
- What is the EIN of DESERT FINANCIAL FOUNDATION?
- The employer identification number (EIN) of DESERT FINANCIAL FOUNDATION is 81-1028132.
- Is DESERT FINANCIAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to DESERT FINANCIAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does DESERT FINANCIAL FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of DESERT FINANCIAL FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DESERT FINANCIAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of DESERT FINANCIAL FOUNDATION?
- The 990 for the year ended December 31, 2024 names RONDLE AMSTUTZ.
- Who are the officers and directors of DESERT FINANCIAL FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
- How much revenue does DESERT FINANCIAL FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,181,914, expenses of $1,236,633 and total assets of $1,128,647 at year end.
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