2026-09-17T11:13:41-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2025-01-01 311496646 SOUTHWEST AUTISM RESEARCH AND RESOURCE CENTER SOUT 6023408717 300 N 18TH STREET PHOENIX AZ 85006 BRIAN SHAW VP OF FINANCE 6023408717 2026-09-11 1 SHARLYNN GARZA P02038329 4808394900 2026-09-09 2025 DANIEL OPENDEN 300 N 18TH STREET PHOENIX AZ 85006 27559684 0 X WWW.AUTISMCENTER.ORG X 1996 AZ TO ADVANCE RESEARCH AND PROVIDE A LIFETIME OF SUPPORT FOR INDIVIDUALS WITH AUTISM & THEIR FAMILIES. 18 18 328 866 0 0 9753427 7577124 14796260 18852691 807823 764810 -328695 -496636 25028815 26697989 77418 169185 0 0 15814876 17908153 0 101843 1873701 4165060 5336035 20057354 23515216 4971461 3182773 37963019 40554100 5340689 4158849 32622330 36395251 THE SOUTHWEST AUTISM RESEARCH & RESOURCE CENTER (SARRC) IS A NONPROFIT, COMMUNITY-BASED ORGANIZATION DEDICATED TO AUTISM RESEARCH, EDUCATION AND OUTREACH FOR INDIVIDUALS WITH AUTISM AND THEIR FAMILIES. 0 0 13448122 16209938 CLINICAL SERVICES: FOLLOWING A FAMILY-CENTERED APPROACH, SARRC IS FOCUSED ON ASSISTING FAMILIES ON THEIR JOURNEY ONCE A CHILD IS DIAGNOSED WITH ASD (AUTISM SPECTRUM DISORDER). SARRC'S CLINICAL MODEL IS GROUNDED IN APPLIED BEHAVIOR ANALYSIS WITH A PARTICULAR FOCUS ON NATURALISTIC BEHAVIORAL INTERVENTIONS IN INCLUSIVE ENVIRONMENTS (E.G.AT HOME, IN SCHOOL, ON THE JOB AND IN THE COMMUNITY). EACH OF OUR PROGRAMS, CLASSES AND TRAININGS ARE GUIDED BY BEST-PRACTICE MODELS; THE MOST CURRENT AVAILABLE SCIENCE; IMPROVING QUALITY OF LIFE AND PRODUCING MEANINGFUL OUTCOMES; AND THE INDIVIDUALIZED NEEDS OF THE CHILDREN, TEENS, ADULTS AND FAMILIES WE SERVE. IN 2025, SARRC PROVIDED NEARLY 155,000 CLINICAL INTERVENTION HOURS SUPPORTING NEARLY 830 INDIVIDUALS WITH AUTISM AND THEIR FAMILIES. 2450803 169185 1069516 RESEARCH: TO ADVANCE AUTISM RESEARCH, SARRC INITIATES AND COLLABORATES IN LARGE-SCALE STUDIES TO FIND ANSWERS TO PRESSING QUESTIONS FACED BY INDIVIDUALS WITH ASD AND THEIR FAMILIES. SARRC'S CUTTING-EDGE RESEARCH IS FOCUSED ON IMPROVING SCREENING AND DIAGNOSIS FOR AUTISM, ENHANCING BEHAVIORAL AND PHARMACEUTICAL TREATMENTS FOR AUTISM, AND EDUCATING PROFESSIONALS IN ORDER TO INCREASE THEIR CAPACITY TO SERVE THE AUTISM COMMUNITY. GUIDED BY A HIGHLY SKILLED AND DEDICATED TEAM, SARRC'S RESEARCH PROGRAM CONTINUES TO EXPAND INNOVATION THROUGH GROUNDBREAKING STUDIES. IN 2025 ALONE, 315 INDIVIDUALS PARTICIPATED IN A SARRC RESEARCH STUDY. 838466 979015 TRANSITION ACADEMY: THE FIRST PLACE AZ TRANSITION ACADEMY, OPERATED BY SARRC, IS A TWO-YEAR, INTENSIVE, COMMUNITY-BASED PROGRAM DESIGNED TO PREPARE YOUNG ADULTS WITH AUTISM FOR INDEPENDENT LIVING. THROUGH AN EXCLUSIVE PARTNERSHIP WITH FIRST PLACE AZ AND THE CENTER, STUDENTS LIVE IN THEIR OWN APARTMENTS WITHIN A MULTIGENERATIONAL COMMUNITY WHILE BUILDING THE PRACTICAL LIFE, EMPLOYMENT AND SOCIAL SKILLS NEEDED FOR ADULTHOOD. THIS INNOVATIVE PARTNERSHIP EQUIPS YOUNG ADULTS WITH THE CONFIDENCE, EXPERIENCE AND SUPPORT TO LEAD MORE INDEPENDENT, MEANINGFUL LIVES. 594222 594952 594222 594952 17331613 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 95 0 328 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X X BRIAN SHAW 6023408717 300 N 18TH STREET PHOENIX AZ 85006 CHADWICK CAMPBELL CHAIR 1.00 X X 0 0 0 PAIGE ROTHERMEL VICE CHAIR 1.00 X X 0 0 0 AMIR NIZAM VICE CHAIR 1.00 X X 0 0 0 RYAN EWING SECRETARY 1.00 X X 0 0 0 JASON LATTIN TREASURER 1.00 X X 0 0 0 MARC ISAACS MEMBER 1.00 X 0 0 0 GREGORY BERNOSKY MEMBER 1.00 X 0 0 0 CHARLIE MARKLE MEMBER 1.00 X 0 0 0 SCOTT WALLACE MEMBER 1.00 X 0 0 0 PEARL CHANG ESAU MEMBER 1.00 X 0 0 0 JULIE ALPERT MEMBER 1.00 X 0 0 0 LESLIE BARAKAT MEMBER 1.00 X 0 0 0 ANTHONY HERRO MEMBER 1.00 X 0 0 0 TOM BAKER MEMBER 1.00 X 0 0 0 JON HULBURD MEMBER 1.00 X 0 0 0 REKHA ATHREYA MEMBER 1.00 X 0 0 0 LUKAS GRABIEC MEMBER 1.00 X 0 0 0 AMY PAWLOWSKI MEMBER 1.00 X 0 0 0 DANIEL OPENDEN PRESIDENT & CEO 40.00 X 353913 0 75250 BRIAN SHAW VP OF FINANCE 40.00 X 186795 0 31928 CHRISTOPHER SMITH CHIEF SCIENCE OFFICER 40.00 X 200618 0 28333 JENNIFER BURWELL VP OF OPERATIONS 40.00 X 167240 0 27828 MAUREEN JORDEN CHIEF DEVELOPMENT OFFICER 40.00 X 172557 0 22326 RACHEL ANDERSON CHIEF CLINICAL OFFICER 40.00 X 169972 0 22743 ALEXIS BOGLIO DIRECTOR OF CLIENT EXPERIE 40.00 X 110036 0 10985 SUMMER BOYD LICENSED PSYCHOLOGIST 40.00 X 127576 0 11980 NICOLE JAMES DIRECTOR OF RESEARCH 40.00 X 125970 0 12260 WADE NEWHOUSE DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 110440 0 12905 BEATRIZ ORR DIRECTOR OF CLINICAL SERVICES 40.00 X 107772 0 15210 1832889 0 271748 11 0 1 0 FIELD TO HEALED FOUNDATION 12622 N 81ST ST SCOTTSDALE AZ 85260 AGRICULTURAL RESEARCH SERVICES 250000 LUMARY US LLC 3500 SOUTH DUPONT HIGHWAY DOVER DE 19901 SOFTWARE AND INSURANCE BILLING 167990 MOPHEADS COMMERCIAL CLEANING LLC 3104 E CAMELBACK RD 438 PHOENIX AZ 85016 JANITORIAL SERVICES 117884 WILLMENG CONSTRUCTION INC 1702 E HIGHLAND AVE STE 450 PHOENIX AZ 85016 CONSTRUCTION AND PROJECT MANAGEMENT 114241 JAVELINA CONSULTING LLC 1026 E KEIM DRIVE PHOENIX AZ 85014 FUNDRAISING CONSULTING 101843 5 2257193 1540744 3779187 427274 7577124 CLINICAL SERVICES 624100 16209938 16209938 RESEARCH 541700 1069516 1069516 TRANSITION ACADEMY 623990 979015 979015 COMMUNITY SCHOOL 624100 544439 544439 OTHER PROGRAM REVENUE 900099 49783 49783 18852691 577539 577539 343348 156077 187271 187271 187271 193225 2257193 700018 -506793 -506793 9427 0 9427 9427 6330 5600 730 730 26697989 18853421 0 267444 169185 169185 1459502 421664 701330 336508 13627284 11203599 1747764 675921 228919 147058 81861 1496084 1152099 285585 58400 1096364 860975 165725 69664 16589 1641 14948 36711 36711 15000 15000 101843 101843 45275 45275 649780 281620 295172 72988 62839 28772 1868 32199 71812 9677 5779 56356 889218 760371 68505 60342 220934 158437 39710 22787 118085 118085 790162 724347 47960 17855 173174 111303 49504 12367 PROGRAM SUPPLIES 996212 774251 101079 120882 OTHER OPERATIONAL SERVI 489943 146843 329268 13832 DUES AND SUBSCRIPTIONS 390800 228463 122160 40177 BAD DEBT EXPENSE 220500 84908 135592 149001 66400 36613 45988 23515216 17331613 4309902 1873701 2231290 2046554 3998586 9482395 7372264 5950061 2849425 1291269 434787 373094 18462956 6233291 12897831 12229665 7447425 8540462 470459 506196 260952 134404 37963019 40554100 1720803 1465329 440611 108623 2754570 2449557 424705 135340 5340689 4158849 X 13085722 22155773 19536608 14239478 32622330 36395251 37963019 40554100 3182773 590148 0 X X 0 1 X 1 0 X 6094337 11703825 10219919 9753427 7577124 45348632 6094337 11703825 10219919 9753427 7577124 45348632 7034966 38313666 149049 185219 209013 439931 764810 1748022 47096654 68849702 0.81350 0.79330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 15000 15000 0 PART II-B, LINE 1: THE ORGANIZATION RETAINED POLICY DEVELOPMENT GROUP, INC., AN INDEPENDENT LOBBYING CONSULTANT, TO PROVIDE LOBBYING CONSULTING SERVICES RELATED TO STATE AND/OR FEDERAL LEGISLATIVE MATTERS. TOTAL LOBBYING CONSULTING FEES PAID DURING THE YEAR WERE $15,000. 5155464 202887 1047416 298769 45276 6061722 4883789 61694 528700 290365 28355 5155464 4474034 97349 624097 285252 26439 4883789 5587856 -816746 268785 28291 4474034 5146952 71568 632300 233557 29407 5587856 0.35000 0.65000 1 0 2478470 2478470 13878635 4311436 9567199 995919 896717 99202 1023335 973291 50044 86597 51847 34750 12229665 OPERATING LEASE LIABILITIES 135340 135340 X 27808471 590148 42916 633064 27175407 45275 -522693 -477418 26697989 24035550 42916 522693 565609 23469941 45275 45275 23515216 PART V, LINE 4: SARRC'S ENDOWMENT FUNDS CONSIST OF 3 INDIVIDUAL DONOR-RESTRICTED FUNDS AND 1 BOARD-DESIGNATED FUND ESTABLISHED FOR A VARIETY OF PURPOSES. A CERTAIN AMOUNT IS APPROPRIATED FOR EXPENDITURE EACH YEAR, BASED ON AN AVERAGE PERCENTAGE OF THE ENDOWMENT FUNDS BALANCE. AMOUNTS EXPENDED ARE ADDED TO THE ANNUAL BUDGET. PART X, LINE 2: THE ORGANIZATION RECOGNIZES UNCERTAINTY IN INCOME TAXES IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY-THAN-NOT THAT THE TAX POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF DECEMBER 31, 2025, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENTS -522,693. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENTS 522,693. X X X X X X X 1 JAVELINA CONSULTING LLC 1020 E MISSOURI AVE PHOENIX AZ 85014 FUNDRAISING 0 1194200 101843 1092357 1194200 101843 1092357 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY COMMUNITY BREAKFAST 1418228 1418228 252969 1839 37744 SWIRL, SIP & SAVOR 585062 391837 193225 75171 1368 224096 1 447128 447128 63429 250 43152 2450418 2257193 193225 391569 3457 304992 700018 -506793 1 FIRST PLACE ARIZONA 3001 N 3RD ST PHOENIX AZ 85012 461722227 501C3 5172 0 YESDAY PARTNER DONATION THE RESEARCH FOUNDATION SUNY PO BOX 9 ALBANY NY 122010009 141368361 501C3 164013 0 EARLY TREATMENT IN YOUNG CHILDREN WITH ASD WITH LEUCOVORIN 2 PART I, LINE 2: SOUTHWEST AUTISM RESEARCH AND RESOURCE CENTER MAINTAINS AGREEMENTS FOR ALL GRANTS AWARDED TO OTHER ORGANIZATIONS. SARRC MONITORS GRANTS BY REVIEWING INVOICES AND RELATED SUPPORT FOR THE WORK PERFORMED. SARRC MAINTAINS ONGOING COMMUNICATION WITH THE GRANT RECIPIENTS TO ENSURE THE GRANTS ARE BEING USED FOR THEIR INTENDED PURPOSE. X X X X 0 1 0 0 0 0 0 0 0 DANIEL OPENDEN PRESIDENT & CEO 338412 0 15501 0 0 0 57746 0 17504 0 429163 0 36728 0 CHRISTOPHER SMITH CHIEF SCIENCE OFFICER 200618 0 0 0 0 0 16064 0 12269 0 228951 0 0 0 BRIAN SHAW VP OF FINANCE 186795 0 0 0 0 0 14424 0 17504 0 218723 0 0 0 JENNIFER BURWELL VP OF OPERATIONS 167240 0 0 0 0 0 13518 0 14310 0 195068 0 0 0 MAUREEN JORDEN CHIEF DEVELOPMENT OFFICER 172557 0 0 0 0 0 13731 0 8595 0 194883 0 0 0 RACHEL ANDERSON CHIEF CLINICAL OFFICER 169972 0 0 0 0 0 13860 0 8883 0 192715 0 0 0 PART I, LINE 4B THE ORGANIZATION ADOPTED A 457F PLAN WHERE ALL OFFICERS AND KEY EMPLOYEES (PRESIDENT & CEO, CHIEF SCIENCE OFFICER, VP OF OPERATIONS, CHIEF DEVELOPMENT OFFICER, CHIEF CLINICAL OFFICER AND VP OF FINANCE) PARTICIPATE IN THIS PLAN. ANNUAL CONTRIBUTIONS BASED ON PERFORMANCE ARE MADE TO THE PLAN AND 25% OF THE ANNUAL CONTRIBUTION VESTS PER YEAR. DURING THE YEAR ENDED DECEMBER 31, 2025, THE ORGANIZATION RECORDED CONTRIBUTION EXPENSE IN THE AMOUNT OF $92,600 FOR THE OFFICERS AND KEY EMPLOYEES. X SUPPLIES 3 231769 FMV X AUCTION TRAVEL AND DINING PACKAGES 17 177325 FMV X CAPITALIZED SIGNAGE 1 18180 FMV 0 0 0 PART I, COLUMN (B): THE AMOUNT REPORTED REPRESENTS THE NUMBER OF DONATIONS. FORM 990, PART VI, SECTION A, LINE 4 DURING 2025, THE ORGANIZATION AMENDED AND RESTATED BYLAWS. THE AMENDMENTS INCLUDED REVISIONS TO BOARD GOVERNANCE PROVISIONS, INCLUDING CHANGES TO THE APPROVAL REQUIREMENTS FOR FUTURE BYLAW AMENDMENTS, TRANSFERRING AUTHORITY FOR RECOMMENDING EXCEPTIONS TO DIRECTOR TERM LIMITS FROM THE EXECUTIVE COMMITTEE TO THE GOVERNANCE COMMITTEE, ESTABLISHING A PROCEDURE FOR REMOVAL OF BOARD COMMITTEE MEMBERS, AND CLARIFYING QUORUM REQUIREMENTS FOR REMOVAL OF DIRECTORS AND BOARD OFFICERS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE VICE PRESIDENT OF FINANCE WILL REVIEW THE FORM 990 DRAFT WITH THE PRESIDENT. IF CORRECTIONS ARE NECESSARY, THEY WILL BE DIRECTED TO THE TAX PREPARER. IF NO CORRECTIONS ARE NECESSARY, THE 990 WILL BE PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD FOR REVIEW. IF THERE ARE NO CORRECTIONS FROM THE FINANCE COMMITTEE, THE GENERAL BOARD WILL BE GIVEN A COPY FOR REVIEW PRIOR TO THE FORM 990 BEING SIGNED AND ACCEPTANCE GIVEN TO THE TAX PREPARER TO FINALIZE AND FILE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REVIEWING AND OBTAINING SIGNED STATEMENTS FROM BOTH BOARD MEMBERS AND EMPLOYEES ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION IS DETERMINED BY THE HUMAN RESOURCE COMMITTEE BY WHICH AN EVALUATION OF MARKET DATA IS RESEARCHED, JOB DUTIES ARE ASSESSED AND GIVEN A POINT VALUE, AND A SALARY RANGE IS DETERMINED FOR EACH POSITION. THE PRESIDENT CONFERS WITH THE HUMAN RESOURCES COMMITTEE REGARDING COMPENSATION ISSUES FOR OFFICER POSITIONS OTHER THAN THE PRESIDENT AND MAKES A RECOMMENDATION FOR ANY CHANGE TO THE BOARD EXECUTIVE COMMITTEE FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS SUCH AS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.