2024-05-01T11:13:23-05:00 2023-06-30 341884125 CBIZ MHM LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2022-07-01 860327449 MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT FOUNDATION MARI 4807318400 2419 W 14TH STREET TEMPE AZ 852816919 BRIAN SPICKER PRESIDENT & CEO 4807318400 2024-04-26 1 BRIAN SPICKER 999009999 1 KRISTEN BASS P01247587 6022646835 2024-04-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRIAN SPICKER 2419 W 14TH STREET TEMPE AZ 85281 58401596 0 X WWW.MCCCDF.ORG X 1976 AZ WE BOLDLY IMPACT OUR COMMUNITIES THROUGH INNOVATIVE AND STRATEGIC PARTNERSHIPS FOR THE GROWTH AND... WE BOLDLY IMPACT OUR COMMUNITIES THROUGH INNOVATIVE AND STRATEGIC PARTNERSHIPS FOR THE GROWTH AND BENEFIT OF THE MARICOPA COMMUNITY COLLEGES, ITS STUDENTS, FACULTY, AND STAFF. 22 21 0 27 35716 5488 12851501 8902025 0 0 4471800 -2087041 0 0 17323301 6814984 4369252 6315243 0 0 0 0 31500 19305 64216 2034993 2049981 6435745 8384529 10887556 -1569545 57726324 64161371 1168472 3065747 56557852 61095624 WE BOLDLY IMPACT OUR COMMUNITIES THROUGH INNOVATIVE AND STRATEGIC PARTNERSHIPS FOR THE GROWTH AND BENEFIT OF THE MARICOPA COMMUNITY COLLEGES, ITS STUDENTS, FACULTY, AND STAFF. 0 0 3704644 3704644 A MAJOR FOCUS OF THE MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT FOUNDATION IS TO PROVIDE SCHOLARSHIPS FOR STUDENTS ATTENDING THE 10 COMMUNITY COLLEGES, TWO SATELLITE CAMPUSES AND THE MULTIPLE LEARNING CENTERS THAT MAKE UP THE MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT. SCHOLARSHIP SUPPORT TYPICALLY INCLUDES FULL OR PARTIAL PAYMENT OF TUITION AND FEES AND ALSO MAY INCLUDE PAYMENT FOR BOOKS AND INSTRUCTIONALLY RELATED MATERIALS OR SUPPLIES. 3977475 2610599 THE MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT FOUNDATION PROVIDES FINANCIAL SUPPORT TO THE MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT WHICH IS USED TO ENHANCE EDUCATIONAL AND STUDENT SERVICE PROGRAMS AT THE DISTRICT'S 10 COMMUNITY COLLEGES, TWO SATELLITE CAMPUSES AND THE MULTIPLE LEARNING CENTERS. FINANCIAL SUPPORT ULTIMATELY IS USED FOR A WIDE RANGE OF PURPOSES. EXAMPLES INCLUDE THE FOLLOWING: STAFF SALARIES AND BENEFITS, THE PURCHASE OF EQUIPMENT, TECHNOLOGY, SOFTWARE, SUPPLIES AND LEARNING MATERIALS, EDUCATIONALLY RELATED TRAVEL EXPENSES, AND OTHER PROGRAM SUPPORT. 7682119 1 1 0 0 0 1 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 449 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 22 21 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X DIANA AGUIRRE-ROSALES 4807318400 2419 W 14TH STREET TEMPE AZ 85281 BRIAN SPICKER PRESIDENT & CEO 40.00 X X 244738 0 38701 STEPHANIE HERTZBERG CHAIR 0.50 X X 0 0 0 JULIE REES VICE CHAIR 0.50 X X 0 0 0 BRADLEY MARTORANA FINANCE CHAIR 0.50 X X 0 0 0 RODOLFO PARGA JR IMMEDIATE PAST CHAIR 0.50 X X 0 0 0 RAY SCHEY SECRETARY 0.50 X X 0 0 0 CAROLINE LYNCH MEMBER-AT-LARGE 0.50 X X 0 0 0 ANTHONY TONY ALFONSO BOARD MEMBER 0.30 X 0 0 0 KENNETH BONHAM BOARD MEMBER 0.30 X 0 0 0 CATHERINE BROWN BOARD MEMBER 0.30 X 0 0 0 DAVID DRENNON BOARD MEMBER 0.30 X 0 0 0 MICHELLE GAYLES BOARD MEMBER 0.30 X 0 0 0 MAX GONZALEZ BOARD MEMBER 0.30 X 0 0 0 MICHAEL GONZALEZ BOARD MEMBER 0.30 X 0 0 0 DAVID P KOHNE BOARD MEMBER 0.30 X 0 0 0 KEITH LATCHAW BOARD MEMBER 0.30 X 0 0 0 GERI MINGURA BOARD MEMBER 0.30 X 0 0 0 RICH PUDLEINER BOARD MEMBER 0.30 X 0 0 0 SHERRI THOMAS BOARD MEMBER 0.30 X 0 0 0 ABRAN C VILLEGAS BOARD MEMBER 0.30 X 0 0 0 WARREN WHITNEY BOARD MEMBER 0.30 X 0 0 0 BARRY WOODBREY BOARD MEMBER 0.30 X 0 0 0 244738 0 38701 0 0 0 1 0 22680 1377701 7501644 12486 8902025 388740 35716 353024 49110831 51586612 -2475781 -2475781 -2475781 6814984 0 35716 -2122757 2610599 2610599 3704644 3704644 21779 21779 62391 62391 19305 19305 125779 125779 172582 172582 35080 35080 31965 31965 138281 138281 3799 3799 4236 4236 35142 35142 PROGRAM SUPPORT 1366876 1366876 COMMUNITY ENGAGEMENT 44911 44911 BAD DEBT 3753 3753 BANK FEES 3407 3407 8384529 7682119 638194 64216 3480963 5992066 609632 20846 598857 599931 30702 19790 42564411 46272192 10218217 11040573 223542 215973 57726324 64161371 654073 91957 283812 2751756 230587 222034 1168472 3065747 X 1850782 2721863 54707070 58373761 56557852 61095624 57726324 64161371 X -1569545 6150355 -43038 X 0 1 X 1 1 1 X 4923429 3489680 6403374 12851501 8902025 36570009 1232722 1194247 1480568 1577621 1782414 7267572 6156151 4683927 7883942 14429122 10684439 43837581 7051734 36785847 1115359 1085318 931616 1270835 353024 4756152 4350 5480 9830 48603563 74622 0.75690 0.73280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11 9440 169779 1 1 42049342 1095953 3048132 1211386 43371 391583 44547087 40774493 6379786 -3485228 1132764 55873 431072 42049342 30409465 2735285 8968006 1003623 25040 309600 40774493 31215817 926321 -543533 1174311 14829 30409465 29799676 1411743 1597691 1059123 534170 31215817 0.00000 0.81992 0.18008 0 0 0 US HEDGE EQUITY FUNDS 2196084 F US PARTNERSHIPS 8844489 F 11040573 GIFT ANNUITY LIABILITY 222034 222034 X 14610653 6150355 1782414 -11321 7921448 6689205 125779 125779 6814984 10072881 1782414 35470 1817884 8254997 125779 3753 129532 8384529 PART V, LINE 4: ENDOWMENT FUNDS ARE INVESTED TO PROVIDE CONTINUAL RETURNS FOR SCHOLARSHIPS, PROGRAMS, OR OTHER EDUCTIONAL PURPOSES. PART X, LINE 2: THE FOUNDATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND, THEREFORE, THERE IS NO PROVISION FOR INCOME TAXES FOR THE ENTITY. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAS BEEN DEEMED NOT TO BE A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME ("UBTI") WOULD BE TAXABLE. MANAGEMENT BELIEVES THAT NONE OF THE INCOME IN FISCAL YEAR 2023 IS UBTI. THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. THE FOUNDATION'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR THE FISCAL YEARS 2020, 2021 AND 2022 ARE SUBJECT TO EXAMINATION BY THE IRS GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE -7,568. LOSS ON UNCOLLECTIBLE PLEDGES -3,753. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CHARITABLE GIFT ANNUITY LIABILITY 35,470. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON UNCOLLECTIBLE PLEDGES 3,753. X X X X X X 1 PHILANTHROPY A-Z LLC 3761 S VISTA PL CHANDLER AZ 85248 CONSULTANT 0 0 14550 -14550 14550 -14550 AZ 1 MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT 2411 W 14TH STREET TEMPE AZ 85281 860185552 GOVERNMENT 2610599 0 EDUCATION 1 SCHOLARSHIPS 5124 3704644 PART I, LINE 2: THE FOUNDATION DISBURSES SCHOLARSHIP AND OTHER FUNDS TO THE COLLEGES IN ACCORDANCE WITH ESTABLISHED PROCEDURES INTENDED TO VERIFY THE APPROPRIATE USE OF THE FUNDS. THE FOUNDATION RELIES ON THE DISTRICT AND THE COLLEGES TO MONITOR THE ULTIMATE USE OF THE FUNDS. 0 0 0 0 0 0 0 0 0 BRIAN SPICKER PRESIDENT & CEO 218500 0 0 0 26238 0 29419 0 9282 0 283439 0 0 0 PART II: COMPENSATION FOR BRIAN SPICKER WAS PAID BY THE MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT, AN UNRELATED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 THE MARICOPA COMMUNITY COLLEGE DISTRICT PROVIDES MANAGEMENT AND ADMINISTRATIVE SERVICES TO THE FOUNDATION WITHOUT CHARGE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DELIVERED TO THE FINANCE CHAIR AND COMMITTEE FOR INITIAL REVIEW AND APPROVAL. A REQUEST IS THEN SENT TO EACH OF THE FOUNDATION'S DIRECTORS TO REVIEW THE FINAL FORM 990 ON THE BOARD'S SECURE SECTION OF THE FOUNDATION'S WEBSITE. ANY COMMENTS TO THE FINAL FORM ARE DIRECTED TO THE TREASURER OR THE OUTSIDE ACCOUNTANTS PRIOR TO SIGNING AND FILING THE RETURN. AT THE NEXT REGULARLY SCHEDULED MEETING OF THE FOUNDATION'S BOARD OF DIRECTORS, THE COMPLETED FORM 990 IS PRESENTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND STAFF WHO OR WHOSE RELATIVES HAVE A SUBSTANTIAL INTEREST IN ANY DECISION OF THE FOUNDATION OR WHO HAVE A SUBSTANTIAL INTEREST IN ANY CONTRACT, SALE, PURCHASE OR SERVICE TO THE FOUNDATION SHALL MAKE KNOWN SUCH INTEREST BY FILING AN ANNUAL DISCLOSURE STATEMENT. A BOARD MEMBER OR STAFF PERSON DISCLOSING SUCH AN INTEREST SHALL REFRAIN FROM VOTING UPON OR OTHERWISE PARTICIPATING IN ANY MANNER IN SUCH DECISION, CONTRACT, SALE, PURCHASE OR SERVICE. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICER IS COMPENSATED BY AN UNRELATED ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. THE AUDITED FINANCIAL STATEMENTS AND IRS FORM 990 ARE ALSO AVAILABLE ON THE FOUNDATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN CASH SURRENDER VALUE LIFE INSURANCE -7,568. CHANGE IN CHARITABLE GIFT ANNUITY LIABILITY -35,470.