2024-10-16T17:27:32-04:00 2023-12-31 SNYDER & BROWN CPAS PLLC 3933 S MCCLINTOCK DR STE 505 Tempe AZ 85282 990 2023-01-01 953351710 ARIZONA FOUNDATION FOR LEGAL SERVICES & EDUCATION ARIZ 4201 N 24TH STREET SUITE 210 PHOENIX AZ 85016 KEVIN RUEGG CEOEXECUTIVE D 6023407366 2024-10-04 true true ROBERT N SNYDER CPA P01230612 4803397147 2024-10-16 2023 2024-10-15 13:58:12Z KEVIN RUEGG 15440413 false X WWW.AZBF.ORG X 1978 AZ ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES, WHICH INCLUDES CARRYING ON THE FOLLOWING PURPOSES,(CONTD ON SCHEDULE O) 25 25 27 720 0 0 5377794 15175578 154650 140754 16010 124081 0 5548454 15440413 1858567 2988014 0 1894745 2352689 0 130025 752521 624406 4505833 5965109 1042621 9475304 3979281 13876138 1536987 1944417 2442294 11931721 X ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES, WHICH INCLUDES CARRYING ON THE FOLLOWING PURPOSES,(CONTD ON SCHEDULE O) false false 4028759 2819528 87150 LEGAL SERVICES IS THE FIRST OF THE TWO STEPS TOWARD ACCESS TO JUSTICE FOR ALL. WITH THESE PROGRAM SERVICES, WE OFFER TRAINING, SCHOLARSHIPS, MENTORING, RECOGNITION AND AWARD PROGRAMS AND FINANCIAL ASSISTANCE. THESE SERVICES ARE OFFERED TO INDIVIDUALS AND ENTITIES PROMOTING FREE LEGAL SERVICES AND SUPPORT TO THOSE IN ARIZONA MOST VULNERABLE. IN ADDITION TO THE DIRECT FINANCIAL AND LEGAL SUPPORT OFFERED, LEGAL SERVICE EDUCATION IS PROVIDED THROUGH LAW RELATED WEBSITES. OVER 500,000 ARIZONA HOUSEHOLDS BENEFITED FROM OUR PROGRAM SERVICES THROUGH GRANTEES AND VOLUNTEERS. OUR WEBSITES ARE VISITED OVER 250,000 TIMES EACH MONTH WHERE CHILDREN, ADULTS AND SENIORS ARE RECEIVING THE LEGAL ANSWERS THEY NEED. 1409054 168485 53604 LRE LAW-RELATED EDUCATION IS THE SECOND OF THE TWO STEPS TOWARD ACCESS TO JUSTICE FOR ALL. WITH THESE PROGRAM SERVICES, WE OFFER CURRICULUM, TRAINING, SCHOLARSHIPS, MENTORING, RECOGNITION AWARDS PROGRAMS AND FINANCIAL ASSISTANCE. THESE SERVICES ARE OFFERED TO INDIVIDUALS AND ENTITIES PROMOTING FREE EDUCATION AND AWARENESS TO YOUTH SO THAT THEY WILL INCREASE THEIR UNDERSTANDING OF THEIR ROLES AS GOOD CITIZENS. OVER 300,000 ARIZONA CHILDREN BENEFITED FROM OUR PROGRAM SERVICES THROUGH OUR GRANTEES AND PARTICIPANTS. 5437813 true true false false false false false false false false true false false false true true true false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false true 32 0 true 27 true false false false false false false false false false false false false false false X 25 25 false false false false false false false true true false false true true true true true true true true false X X X KEVIN RUEGG 6023407356 4201 N 24TH STREET SUITE 210 PHOENIX AZ 85016 KEVIN RUEGG CEOEXECUTIVE DIRECTOR 40.00 0.00 X 279564 0 15599 ALVARO FLORES CIO 40.00 0.00 X 170506 0 22518 LARA SLIFKO CRO 40.00 0.00 X 163259 0 29400 CHRISTINE GRONINGER CSO 40.00 0.00 X 167035 0 21187 STEPHANIE SANDNER CFO 40.00 0.00 X 163260 0 12824 JENNIFER CASTRO SENIOR DIRECTOR OF EDUCATION 40.00 0.00 X 109828 0 25774 DAVID BELL BOARD MEMBER 2.00 0.00 X 0 0 0 DENNIS FITZGIBBONS BOARD MEMBER 2.00 0.00 X 0 0 0 JOEL ENGLAND EX-OFFICIO MEMBER 2.00 0.00 X 0 0 0 JOSEPH ADAMS BOARD MEMBER 2.00 0.00 X 0 0 0 RICHARD PARKS BOARD MEMBER 2.00 0.00 X 0 0 0 SCOTT SHERMAN BOARD MEMBER 2.00 0.00 X 0 0 0 DIANA VARELA BOARD MEMBER 2.00 0.00 X 0 0 0 KERRY MELCHER BOARD MEMBER 2.00 0.00 X 0 0 0 LESLIE ROSS BOARD MEMBER 2.00 0.00 X 0 0 0 TED SCHMIDT BOARD MEMBER 2.00 0.00 X 0 0 0 CRAIG LEWANDOWSKI BOARD MEMBER 2.00 0.00 X 0 0 0 MIGNONNE HOLLIS BOARD MEMBER 2.00 0.00 X 0 0 0 GINA GODBEHERE BOARD MEMBER 2.00 0.00 X 0 0 0 ANNI LORI FOSTER BOARD MEMBER 2.00 0.00 X 0 0 0 KELSI LANE BOARD MEMBER 2.00 0.00 X 0 0 0 HON ROBERT BROOKS BOARD MEMBER 2.00 0.00 X 0 0 0 MARK MCCALL BOARD MEMBER 2.00 0.00 X 0 0 0 HON BRIAN FURUYA BOARD MEMBER 2.00 0.00 X 0 0 0 DAVID ROSENBAUM BOARD MEMBER 2.00 0.00 X 0 0 0 BRADLEY PACK BOARD MEMBER 2.00 0.00 X 0 0 0 HON SAMUEL THUMMA EX-OFFICIO MEMBER 2.00 0.00 X 0 0 0 SUSAN BRICHLER TRUJILLO SECRETARY 2.00 0.00 X X 0 0 0 LANCE BROBERG VICE-PRESIDENT 2.00 0.00 X X 0 0 0 PETER DAVIS TREASURER 2.00 0.00 X X 0 0 0 JENNIFER LEE-COTA PRESIDENT 2.00 0.00 X X 0 0 0 HON TODD LANG PAST PRESIDENT 2.00 0.00 X X 0 0 0 HON JOSEPH KREAMER PRESIDENT ELECT 2.00 0.00 X X 0 0 0 1053452 0 127302 6 false true false 15068946 106632 15175578 FEE INCOME 900099 108900 108900 MOCK TRIAL REGISTRATION 900099 31854 31854 140754 125456 125456 -1375 -1375 -1375 -1375 15440413 139379 0 125456 2988014 2988014 471247 371044 70687 29516 1472956 1248248 165790 58918 97143 83403 10514 3226 174208 158570 12069 3569 137135 115964 15734 5437 15000 15000 176173 157853 17194 1126 91190 73988 11183 6019 41651 33150 8501 121688 100455 18705 2528 17630 8824 7872 934 19873 1251 4017 14605 44821 40895 3133 793 14252 14252 DUES AND SUBSCRIPTIONS 38088 18828 19113 147 GIFTS AND HONORARIUMS 42339 36717 2607 3015 BANKING SERVICECHARGES 1701 609 900 192 5965109 5437813 397271 130025 2355843 148880 10357820 232921 1331247 747555 1457114 49552 82358 1028415 529696 593410 498719 3979281 13876138 234960 1042443 846571 530553 455456 371421 1536987 1944417 X 2153537 11629917 288757 301804 2442294 11931721 3979281 13876138 9475304 14123 0 X false true X true true true X 5624446 4753982 4429476 5377794 15175578 35361276 41881 24332 2000 4374 72587 5666327 4778314 4431476 5377794 15179952 35433863 35433863 12424 15445 5179 16010 125456 174514 35608377 472993 0.99510 0.99720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 534776 170754 364022 19576 19576 471685 339366 132319 2378 2378 498719 LEASE LIABILITY 371421 371421 X 15801991 14123 347455 361578 15440413 15440413 6312564 347453 347453 5965111 5965111 Footnote for uncertain tax position under FIN 48 (Part X) MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOESNOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. true AGAINST ABUSE INC 119 N FLORENCE ST CASA GRANDE AZ 85122 942856310 20358 DOMESTIC VIOLENCE GRANT ARIZONA COALITION TO END SEXUAL & D 2700 N Central Ave ste1100 PHOENIX AZ 85004 860593601 10962 DOMESTIC VIOLENCE CATHOLIC COM SERV OF SE AZ 140 W SPEEDWAY STE 230 TUCSON AZ 85705 860223999 14964 DOMESTIC VIOLENCE GRANT CATHOLIC COMM SERV IN WEST AZ 690 E 32ND AVENUE Yuma AZ 85365 860223999 15573 DOMESTIC VIOLENCE GRANT COMMUNITY LEGAL SERVICES PO BOX 21538 Phoenix AZ 85036 860166615 746755 DOMESTIC VIOLENCE AND LEGAL SERVICES DNA - PEOPLES LEGAL SERVICES PO BOX 306 Window Rock AZ 86515 860207220 214290 DOMESTIC VIOLENCE AND LEGAL SERVICES EMERGE CENTER AGAINST DOMESTIC VIO 2545 ADAMS STREET Tucson AZ 85716 860312162 25317 DOMESTIC VIOLENCE GRANT KINGMAN AID TO ABUSED PEOPLE 1770 AIRWAY AVENUE Kingman AZ 86409 860601113 21315 DOMESTIC VIOLENCE GRANT MT GRAHAM SAFEHOUSE PO BOX 1202 Safford AZ 85546 860800990 12615 DOMESTIC VIOLENCE GRANT SOJOURNER CENTER PO BOX 20156 Phoenix AZ 85036 942465081 25230 DOMESTIC VIOLENCE GRANT SOUTHERN ARIZONA LEGAL AID 2343 E BROADWAY BLVD STE200 Tucson AZ 85719 860143449 724440 DOMESTIC VIOLENCE AND LEGAL SERVICES TIME OUT PO BOX 306 Payson AZ 85547 860723051 14964 DOMESTIC VIOLENCE GRANT VERDE VALLEY SANCTUARY PO BOX 595 Sedona AZ 86339 860741314 15138 DOMESTIC VIOLENCE GRANT COLORADO RIVER REGIONAL CRISIS 1301 S JOSHUA AVE SUITE C Parker AZ 85344 860817161 12528 DOMESTIC VIOLENCE FLORENCE IMMIGRANT & REFUGE PO BOX 654 Tucson AZ 85716 860658103 60000 LEGAL SERVICES WILLIAM E MORRIS INSTITUTE 3707 N 7TH STREET STE 220 Phoenix AZ 85004 860817170 204808 LEGAL SERVICES STEP UP TO JUSTICE 320 N COMMERCE PARK LOOP TUCSON AZ 85745 813776452 10000 LEGAL SERVICES 17 Monitoring procedures (Part I, line 2) EACH YEAR THE FOUNDATION CONDUCTS CONTRACT COMPLIANCE MONITORING WITH EACH GRANTEE AND SUB-CONTRACTOR THAT RECEIVES FUNDING FROM OR THROUGH THE FOUNDATION. THE LEVEL OF COMPLIANCE REVIEW AND CONTRACT OVERSIGHT IS DEPENDENT UPON THE FUNDING SOURCE,CONTRACTUAL REQUIREMENTS AND SERVICES BEING CONTRACTED. THE COMPLIANCE REVIEW AND CONTRACT OVERSIGHT PROVIDED BY THE FOUNDATION MAY INCLUDE SOME OR ALL OF THE FOLLOWING ACTIVITIES: (1) ON-SITE COMPLIANCE MONITORING THAT COVERS PROGRAMMATIC,FISCAL AND ADMINISTRATIVE ACTIVITIES; (2) ANNUAL AND MULTIYEAR AUDITED FINANCIAL STATEMENT REVIEW (3)MONTHLY/QUARTERLY REVIEW OF THE FINANCIAL AND PROGRAMMATIC EXPENDITURE REPORTS; AND (4) ONGOING TECHNICAL ASSISTANCE ANDTRAINING ON LEGAL, PROGRAMMATIC AND ADMINISTRATIVE ACTIVITIES,AND THE COORDINATION AND FACILITATION OF ORIENTATION/REVIEW OF REPORTING AND COMPLIANCE REQUIREMENTS. X X false false false false false false false false false KEVIN RUEGG CEOEXECUTIVE DIRECTOR 229564 50000 14000 1599 295163 STEPHANIE SANDNER CFO 158260 5000 11200 1624 176084 LARA SLIFKO CRO 158259 5000 11200 18200 192659 ALVARO FLORES CIO 165506 5000 11900 10618 193024 CHRISTINE GRONINGER CSO 162035 5000 11200 9987 188222 Officer directors etc family relationship Part VI line 2 EACH YEAR OUR BOARD SIGNS A CONFLICT OF INTEREST STATEMENT OUTLINING THAT IF THERE ARE ANY CONFLICTS DUE TO THEIR RELATIONSHIPS, THEY SHOULD DISCLOSE THEM THROUGHOUT THE YEAR. DUE TO THE SPECIFIC FOCUS OF OUR MISSION (PROMOTING ACCESS TO JUSTICE FOR ALL), IT WOULD BE HIGHLY LIKELY THAT THERE ARE INTERRELATIONSHIPS IN A BOARD CHOSEN FOR THEIR EXPERTISE IN THIS NARROW FOCUS. OUR BOARD IS COMPRISED OF SEVERAL MEMBERS REPRESENTING PUBLIC LAWYERS, PRIVATE LAWYERS AND PEOPLE WORKING CLOSELY IN ACCESS TO JUSTICE. ALSO, A BOARD MEMBER (COURT REPORTER) MAY BE ASSIGNED TO JUDGES AND/OR ATTORNEYS WHO ARE ALSO BOARD MEMBERS. Form 990 governing body review Part VI line 11 FORM 990 IS SUBMITTED TO THE FINANCE COMMITTEE FOR CLOSE REVIEW AND DISCUSSION. UPON CHANGES MADE AS NEEDED, APPROVAL AND RECOMMENDATION OF ACCEPTANCE FROM THE FINANCE COMMITTEE, FORM 990 COPIES ARE DISTRIBUTED TO THE ENTIRE BOARD MEMBERSHIP FOR REVIEW. THE BOARD COMMENTS AND REACHES CONSENSUS ON APPROVING THE FINANCE COMMITTEE RECOMMENDATION OR ASKS FOR FURTHER CHANGES AND/OR CLARIFICATIONS. Conflict of interest policy compliance Part VI line 12c THE BOARD MEMBERS ANNUALLY REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY. THESTAFF REVIEWS THE COMING AGENDAS AND DISCUSSES WITH THE BOARD MEMBERS WHERE THEYBELIEVE THERE MAY BE A CONFLICT. CONFLICTS ARE DECLARED AT THE BEGINNING OF THEDISCUSSION AND ANY ABSTENTIONS ARE NOTED IN THE MINUTES. THE STAFF ALSO SIGNS ANDREVIEWS THE CONFLICT OF INTEREST POLICIES. THE IMPORTANCE OF ADHERENCE TO THIS ANDOTHER POLICIES ARE THE TOPIC OF AN ALL STAFF MEETING ANNUALLY. CEO executive director top management comp Part VI line 15a THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATIONS CEO/EXECUTIVEDIRECTOR INCLUDES A COMPARISON OF OTHER STATES IOLTA DIRECTORS, AND/OR A REVIEW OFCOMPARABLE NON-PROFIT COMPENSATION/BENEFITS REPORTS, APPROVAL BY THE EXECUTIVECOMMITTEE, AND THE DECISION IS PROPERLY DOCUMENTED BY THE EXECUTIVE COMMITTEE. Other officer or key employee compensation Part VI line 15b THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATIONS CEO/EXECUTIVEDIRECTOR INCLUDES A COMPARISON OF OTHER STATES IOLTA DIRECTORS, A REVIEW OFCOMPARABLE NON-PROFIT COMPENSATION/BENEFITS REPORTS, APPROVAL BY THE EXECUTIVECOMMITTEE, AND THE DECISION IS PROPERLY DOCUMENTED BY THE EXECUTIVE COMMITTEE. THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATIONS OFFICERS INCLUDES ACOMPARISON OF OTHER STATES IOLTA OFFICERS/POSITIONS, A REVIEW OF COMPARABLENON-PROFIT COMPENSATION/BENEFITS REPORTS AND A SALARY BUDGET APPROVAL BY THEFOUNDATION BOARD MEMBERS AND THE DECISION IS PROPERLY DOCUMENTED BY THE FOUNDATIONBOARD. Governing documents etc available to public Part VI line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATIONS FINANCIALS ARE ALSO POSTED ON THE ORGANIZATIONS WEBSITE. Part III response or note to any other line in Part III FORM 990, PART III, LINE 1 - ORGANIZATION MISSIONBOTH DIRECTLY AND BY THE APPLICATION OF ASSETS TO THE USE OF THE ARIZONA BAR FOUNDATION, OR TO ANY OTHER CORPORATION, TRUST, FUND OR FOUNDATION WHOSE PURPOSES AND OPERATION ARE CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL. (A) TO FOSTER AND MAINTAIN THE HONOR AND INTEGRITY OF THE PROFESSION OF THE LAW; (B) TO STUDY, IMPROVE AND TO FACILITATE THE ADMINISTRATION OF JUSTICE; (C) TO PROMOTE THE STUDY OF THE LAW AND RESEARCH THEREIN, THE DIFFUSION OF KNOWLEDGE THEREOF, AND THE CONTINUING EDUCATION OF LAWYERS; (D) TO ACT AS A RESOURCE CENTER FOR THE PROMOTION OF LAW-RELATED EDUCATION; (E) TO SUPPORT PROGRAMS DESIGNED TO ASSIST IN THE DELIVERY OF LEGAL SERVICES TO THE MARGINALIZED FOR LAW-RELATED EDUCATION, A PROGRAM DESIGNED TO TEACH YOUNG PEOPLE, EDUCATORS AND OTHER ADULTS ABOUT THE LAW, THE LEGAL PROCESS AND THE LEGAL SYSTEM.