2023-06-29T17:49:13-05:00 2022-12-31 860558065 HEINFELD MEECH & CO PC 1365 N SCOTTSDALE RD 300 SCOTTSDALE AZ 85257 990 2022-01-01 742370522 DUET PARTNERS IN HEALTH & AGING INC DUET 6022745022 10000 N 31ST AVENUE D200 PHOENIX AZ 85051 ANN WHEAT EXECUTIVE DIRECTOR 6022745022 2023-06-29 1 ANN WHEAT 999009999 0 JILL A SHAW CPA P01613163 6022779449 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANN WHEAT 10000 N 31ST AVENUE D200 PHOENIX AZ 85051 2110659 0 X WWW.DUETAZ.ORG X 1985 AZ PROMOTE HEALTH AND WELL-BEING THROUGH VITALLY NEEDED SERVICES TO HOMEBOUND ADULTS, FAMILY CAREGIVERS, FAITH COMMUNITIES, AND GRANDFAMILIES. 16 16 31 402 0 0 2203434 2082185 13897 11071 12165 15783 -6626 -11411 2222870 2097628 0 0 0 0 1138261 1255329 0 0 527883 607339 979716 1745600 2235045 477270 -137417 2409868 2974279 209117 1071025 2200751 1903254 X PROMOTE HEALTH AND WELL-BEING THROUGH VITALLY NEEDED SERVICES TO HOMEBOUND ADULTS, FAMILY CAREGIVERS, FAITH COMMUNITIES, AND GRANDFAMILIES. 0 0 357982 11071 HOMEBOUND ADULTS: 393 UNDUPLICATED, ISOLATED ELDERS AND ADULTS WITH DISABILITIES, "NEIGHBORS", RECEIVED PERSONALIZED SERVICES SUCH AS GROCERY SHOPPING, MEDICAL TRANSPORTATION, VISITS, AND PAPERWORK ASSISTANCE. THESE INDIVIDUALS WERE SERVED BY 309 ACTIVE VOLUNTEERS FOR AN ANNUAL TOTAL OF 11,544 SELF-REPORTED HOURS. 438420 FAMILY CAREGIVERS: 696 UNDUPLICATED FAMILY CAREGIVERS GAINED HELP AND HOPE IN THEIR CAREGIVING JOURNEY. OF THESE, 400 FAMILY CAREGIVERS PARTICIPATED IN DUET'S 10-WEEK FINDING MEANING & HOPE DISCUSSION SERIES. 238 SUPPORT GROUPS THROUGHOUT THE YEAR GUIDED AND SUPPORTED 1,404 ATTENDEES. 350824 GRANDPARENTS RAISING GRANDCHILDREN: 535 UNDUPLICATED GRANDPARENTS AND 802 UNDUPLICATED GRANDCHILDREN RECEIVED SUPPORT THROUGH GROUP SESSIONS, WORKSHOPS, OUTINGS, RESPITE, LEGAL ASSISTANCE, AND REFERRAL ASSISTANCE FROM DUET. 54 SUPPORT GROUPS WERE ATTENDED BY 128 KINSHIP CAREGIVERS. RESPITE PROVIDED "TIME-OFF" TO 75 GRANDPARENTS AND 85 GRANDCHILDREN THROUGH 12,163 HOURS OF SUPERVISED ACTIVITY. 3,998 CALLS AND EMAILS WERE REPSONDED TO WITH INFORMATION AND REFERRAL SERVICES. OVERALL, GRANDPARENTS REPORTED THEY FELT MORE CONFIDENT IN THEIR ROLE AS A PARENT/CAREGIVER AND THEIR STRESS WAS REDUCED AFTER RECEIVING DUET SERVICES. 72599 CONGREGATIONAL HEALTH: CONGREGATIONAL HEALTH IS THE ONLY PROVIDER IN ARIZONA OF THE FOUNDATIONS OF FAITH COMMUNITY NURSING COURSE. IN 2022, DUET BEGAN THE TRANSITION OF THE MANAGEMENT OF CONGREGATIONAL HEALTH SERVICES FROM DUET TO A NEW PARTNER WHO WOULD TAKE OVER THE MANAGEMENT OF THE PROGRAM IN 2023. DUET BEGAN WORKING WITH THE DIGNITY HEALTH CENTER FOR FAITH/HEALTH PARTNERSHIPS TO DRAFT AN AGREEMENT WHEREBY DIGNITY HEALTH WILL PARTNER WITH DUET TO SUPPORT THE PROGRAM AND ASSUME MANAGEMENT IN THE FUTURE. DUET, ALONG WITH THE CONTRACTED DIRECTOR OF CONGREGATIONAL HEALTH SERVICES, CONTINUED MANAGEMENT OF THE PROGRAM THROUGHOUT THE COURSE OF THE YEAR. THE 60+ NURSES CONNECTED WITH DUET RETAINED ALL PRESENT EDUCATIONAL AND NETWORKING SERVICES AS WELL AS HAD ACCESS TO A WIDER NETWORK OF PROGRAMS AND BENEFITS OFFERED BY DIGNITY. THE ARRANGEMENT WILL HELP TO STABILIZE AND ULTIMATELY GROW FAITH COMMUNITY NURSING HOLISTICALLY ACROSS THE PHOENIX METRO AREA. EACH MONTH AN AVERAGE OF 14 FAITH COMMUNITY NURSES RECEIVED CONTINUING EDUCATION AND SUPPORT THROUGH NETWORKING/EDUCATIONAL WORKSHOPS. DUET AND DIGNITY HEALTH CO-HOSTED THE FOUNDATIONS COURSE IN THE FALL FOR 11 REGISTERED NURSES. 72599 1219825 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 31 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X THE ORGANIZATION 6022745022 10000 N 31ST AVENUE SUITE D200 PHOENIX AZ 85051 STU TURGEL DIRECTOR 1.00 X 0 0 0 BILL TABINSKY DIRECTOR (THROUGH 07/2022) 1.00 X 0 0 0 BOB ROTH DIRECTOR (THROUGH 07/2022) 1.00 X 0 0 0 CAROL HEIMANN DIRECTOR 1.00 X 0 0 0 NANCY ZIKIAS TREASURER 2.00 X X 0 0 0 ANDREA GARCIA DIRECTOR (THROUGH 06/2022) 1.00 X 0 0 0 JANICE BRANDT PRESIDENT 4.00 X X 0 0 0 ELLEN DEAN PAST PRESIDENT 2.00 X X 0 0 0 DONNA ROSSI DIRECTOR 1.00 X 0 0 0 BRENDA HOLT DIRECTOR 1.00 X 0 0 0 LISA NOTHUM ASSISTANT TREASURER 2.00 X X 0 0 0 CHERYL PLEWA SECRETARY 2.00 X X 0 0 0 SHRUTI GURUDANTI DIRECTOR 1.00 X 0 0 0 STEPHANIE BIVENS DIRECTOR 1.00 X 0 0 0 JAN DOUGHERTY DIRECTOR 1.00 X 0 0 0 DAWN KATEK DIRECTOR 1.00 X 0 0 0 MARIA MASKELL DIRECTOR 1.00 X 0 0 0 CHERRY PEREZ DIRECTOR 1.00 X 0 0 0 GERALD WOOD DIRECTOR (THROUGH 07/2022) 1.00 X 0 0 0 ANN WHEAT EXECUTIVE DIRECTOR 40.00 X 84727 0 18629 84727 0 18629 0 0 0 0 0 53888 1003174 1025123 11615 2082185 WORKSHOP & RESOURCE SA 900099 11071 11071 11071 15783 15783 1620 53888 13031 -11411 -11411 2097628 11071 0 4372 84727 57731 12958 14038 977824 666263 149549 162012 11519 6569 2376 2574 103383 58956 21325 23102 77876 44410 16064 17402 180820 87574 36418 56828 124320 1000 123320 17459 11174 4190 2095 9910 1972 5523 2415 73008 42634 23246 7128 19250 15608 3348 294 123928 80553 24786 18589 7353 5833 1398 122 48392 30971 11614 5807 20723 15290 3478 1955 BAD DEBT EXPENSE 183969 183969 PROGRAM COSTS 59917 59917 BANKING AND PAYROLL PRO 10089 6682 2850 557 CONTINUING EDUCATION AN 1636 1367 269 98942 25321 44625 28996 2235045 1219825 487337 527883 287797 676428 619990 284248 53794 76418 26053 23112 389379 292086 145685 97293 1267033 971973 9516 844807 2409868 2974279 71494 80140 32704 137623 958181 209117 1071025 X 1335293 1156286 865458 746968 2200751 1903254 2409868 2974279 -137417 -160080 0 X 0 1 X 1 0 X 1476677 943801 1814153 2203434 2082185 8520250 1476677 943801 1814153 2203434 2082185 8520250 874326 7645924 10440 12415 7625 12165 15783 58428 30824 11716 -6766 7271 11071 54116 8632794 101133 0.88570 0.84140 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: UNCONDITIONAL PLEDGES DATE: 12/13/18 AMOUNT: 500000. PART II, SECTION B, LINE 10 OTHER INCOME IS FROM FUNDRAISING EVENTS AND WORKSHOP AND RESOURCE SALES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1261060 -145060 -150000 1266000 686378 500000 74682 1261060 339747 302000 44631 686378 335319 62917 58489 339747 741507 -6188 400000 335319 0.74539 0.17204 0.08257 0 0 193248 130978 62270 196131 161108 35023 97293 OPERATING LEASE RIGHT OF USE ASSET 835291 SECURITY DEPOSITS 9516 844807 OPERATING LEASE LIABILITY 958181 958181 X 1948959 -160080 -160080 2109039 -11411 -11411 2097628 2246456 0 2246456 -11411 -11411 2235045 PART X, LINE 2: MANAGEMENT HAS EVALUATED THE TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, IF ANY, ON ITS EXEMPT ORGANIZATION FILINGS, AND THE LIKELIHOOD THAT UPON EXAMINATION THOSE POSITIONS WOULD BE SUSTAINED. BASED ON THE RESULTS OF THIS EVALUATION, MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES SCHEDULE D,PART V, LINE 4 THE DUET ENDOWMENT FUND WILL BE USED TO PROVIDE FOR THE LONG-TERM NEEDS OF DUET AND ITS PROGRAMS. X X X X X X X 1 KELLY HART ASSOCIATES 6042 E WALTANN LANE SCOTTSDALE AZ 85254 GRANT ADMINISTRATION 0 1012494 48000 964494 1012494 48000 964494 AZ GIVING IN THE GARDEN 55508 53888 1620 250 98 2161 6346 650 3526 55508 53888 1620 250 98 2161 6346 650 3526 13031 -11411 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS CONSISTS OF (A) PERSONS NOMINATED BY DUET'S BOARD DEVELOPMENT COMMITTEE FROM PARTNER CONGREGATIONS AND THE WIDER COMMUNITY AND ELECTED BY THE BOARD, AND (B) THE EXECUTIVE DIRECTOR OF DUET AND THE CHAIRPERSON OF EACH ADVISORY COUNCIL OF EACH MAJOR DUET SERVICE COMPONENT AS MAY BE DEFINED BY THE BOARD FROM TIME TO TIME. THE DIRECTORS ARE AT LEAST 15 AND AT LEAST 3 OF THE DIRECTORS DESCRIBED IN (A), AND (B) NOTED ABOVE, SHALL BE MEMBERS OF THE CHURCH OF THE BEATITUDES. THE BOARD MAY ALSO APPOINT NONVOTING EX-OFFICIO DIRECTORS TO SERVE AT THE DISCRETION OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR, HER STAFF, CONTRACTED ACCOUNTING STAFF, AND AUDIT COMMITTEE REVIEW THE FORM 990 FOR ACCURACY BEFORE DISTRIBUTING TO THE FINANCE COMMITTEE AND BOARD. THE FINANCE COMMITTEE WILL REVIEW THE FORM 990 AND FOLLOW UP WITH A MOTION TO SEND THE 990 ON TO THE BOARD OF DIRECTORS FOR REVIEW, COMMENT AND APPROVAL PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C AT EACH BOARD AND COMMITTEE MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD MAY HIRE AND COMPENSATE INDIVIDUALS FOR NECESSARY SERVICES RENDERED TO THE ORGANIZATION SO LONG AS SUCH COMPENSATION IS REASONABLE. THE BOARD SHALL DETERMINE REASONABLE COMPENSATION AMOUNTS BASED UPON COMPENSATION PAID BY SIMILARLY SITUATED NONPROFITS FOR LIKE SERVICES. THEY MAY RELY UPON SALARY STUDIES, AS WELL AS DATA REGARDING COMPENSATION PAID BY AT LEAST THREE SPECIFIC PEER ORGANIZATIONS OF SIMILAR SIZE TO DETERMINE REASONABLE COMPENSATION. THE TERMS OF SUCH COMPENSATION, AND ITS SOURCE SHALL BE RECORDED IN WRITING. AN INDIVIDUAL WHO IS A VOTING MEMBER OF THE BOARD OR A COMMITTEE WITH THE BOARD DELEGATED POWERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION FOR SERVICES, IS PRECLUDED FROM PARTICIPATING IN DISCUSSIONS OR VOTES PERTAINING TO THEIR OWN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE IN A TIMELY MANNER, COPIES OF TAX RETURNS, FINANCIAL STATEMENTS, AND ALL GOVERNING DOCUMENTS INCLUDING ITS CONFLICT OF INTEREST POLICIES WHEN REQUESTED IN WRITING OR IN PERSON.