2024-06-27T14:15:43-05:00 2023-12-31 860558065 HEINFELD MEECH & CO PC 1365 N SCOTTSDALE RD 300 SCOTTSDALE AZ 85257 990 2023-01-01 742370522 DUET PARTNERS IN HEALTH & AGING INC DUET 6022745022 10000 N 31ST AVENUE D200 PHOENIX AZ 85051 ANN WHEAT EXECUTIVE DIRECTOR 6022745022 2024-06-27 1 ANN WHEAT 999009999 1 JILL A SHAW CPA P01613163 6022779449 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z ANN WHEAT 10000 N 31ST AVENUE D200 PHOENIX AZ 85051 1994301 0 X WWW.DUETAZ.ORG X 1985 AZ TO PROMOTE HEALTH AND WELL-BEING THROUGH VITALLY NEEDED SERVICES TO HOMEBOUND ADULTS, FAMILY CAREGIVERS, AND GRANDFAMILIES. 13 13 33 454 0 0 2082185 1948473 11071 14376 15783 22487 -11411 -15919 2097628 1969417 0 0 0 0 1255329 1483377 0 54000 270232 979716 863115 2235045 2400492 -137417 -431075 2974279 2460691 1071025 931228 1903254 1529463 X TO PROMOTE HEALTH AND WELL-BEING THROUGH VITALLY NEEDED SERVICES TO HOMEBOUND ADULTS, FAMILY CAREGIVERS, AND GRANDFAMILIES. 0 0 536076 MEANING AND HOPE: THE MEANING & HOPE INSTITUTE (M&HI) IS INSPIRING A NATIONAL MOVEMENT OF PURPOSE AND ENCOURAGEMENT TO FAMILY CAREGIVERS OF PEOPLE WITH DEMENTIA AND OTHER COGNITIVE IMPAIRMENTS. THE INSTITUTE IS HOME TO FINDING MEANING AND HOPE, A 10-WEEK FACILITATOR-LED DISCUSSION SERIES DEVELOPED BY DUET THAT EXPLORES THE COMPLICATED EMOTIONAL REALITIES OF BEING A DEMENTIA FAMILY CAREGIVER AND PROVIDES MUCH NEEDED SUPPORT. M&HI HAS DEVELOPED A VIRTUAL PLATFORM TO EXPAND THE PROGRAM NATIONALLY, AND IN 2023, FINDING MEANING AND HOPE HAD 101 ACTIVE CERTIFIED FACILITATORS AND SUPPORTED 356 DEMENTIA FAMILY CAREGIVERS IN 14 STATES WITH OVER 570 HOURS OF VALUABLE LEARNING. DUET WAS THE FIRST ORGANIZATION APPROVED BY LIFESPAN RESEARCH FOUNDATION TO OFFER THE NEXT CHAPTER IN MY LIFE SERIES, WHICH HAD 62 PARTICIPANTS IN 2023. THIS SERIES FOCUSES ON THE EXPERIENCES, EMOTIONS, AND TRANSITIONS THAT ARE SPECIFIC TO AGING, WITH A GOAL TO IMPROVE OVERALL WELLBEING AND LIFE SATISFACTION. 433026 14376 FAMILY CAREGIVERS: A TOTAL OF 866 UNDUPLICATED FAMILY CAREGIVERS NATIONWIDE GAINED HELP AND HOPE IN THEIR CAREGIVING JOURNEY, INCLUDING 564 WHO RECEIVED ARIZONA-BASED SUPPORT. 306 SUPPORT GROUPS THROUGHOUT THE YEAR, IN BOTH ENGLISH AND SPANISH, GUIDED OVER ONE THOUSAND ATTENDEES. ADDITIONAL SUPPORT FOR THESE FAMILY CAREGIVERS IS AVAILABLE AT NO-COST AND INCLUDED MULTIPLE EDUCATIONAL WEBINARS, THE ANNUAL FAMILY CAREGIVER SYMPOSIUM, INFORMATION & REFERRAL SUPPORT, AND A RESOURCE LIBRARY. 395720 GRANDPARENTS RAISING GRANDCHILDREN: 436 UNDUPLICATED GRANDPARENTS AND 634 UNDUPLICATED GRANDCHILDREN RECEIVED SUPPORT THROUGH GROUP SESSIONS, WORKSHOPS, OUTINGS, RESPITE, LEGAL ASSISTANCE, AND REFERRAL ASSISTANCE FROM DUET. 62 SUPPORT GROUPS WERE HELD WITH 83 GRANDPARENTS PARTICIPATING. RESPITE FUNDS WERE PROVIDED SO THAT 62 CHILDREN WERE ABLE TO PARTICIPATE IN OUT-OF -SCHOOL ACTIVITIES. ON AVERAGE, GRANDPARENTS REPORTED THEY FELT MORE CONFIDENT IN THIER ROLE AS A PARENT/CAREGIVER AND THEIR STRESS WAS REDUCED AFTER RECEIVING DUET SERVICES. 387936 HOMEBOUND ADULTS: 434 UNDUPLICATED, ISOLATED ELDERS AND ADULTS WITH DISABILITIES, "NEIGHBORS", RECEIVED PERSONALIZED SERVICES SUCH AS GROCERY SHOPPING, MEDICAL TRANSPORTATION, VISITS, TECH SUPPORT, AND PAPERWORK ASSISTANCE. THESE INDIVIDUALS WERE SERVED BY 307 ACTIVE VOLUNTEERS FOR AN ANNUAL TOTAL OF 11,278 SELF-REPORTED HOURS. 387936 1752758 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 1 0 0 0 0 0 0 0 0 1 20 0 1 33 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 1 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 CHERRY PEREZ DIRECTOR (THRU 08/2023) 1.00 X 0 0 0 MARIA MASKELL SECRETARY 2.00 X X 0 0 0 DAWN KATEK DIRECTOR 1.00 X 0 0 0 JAN DOUGHERTY DIRECTOR 1.00 X 0 0 0 STEPHANIE BIVENS DIRECTOR (THRU 12/2023) 1.00 X 0 0 0 SHRUTI GURUDANTI DIRECTOR 1.00 X 0 0 0 CHERYL PLEWA PRESIDENT ELECT 2.00 X X 0 0 0 LISA NOTHUM TREASURER 2.00 X X 0 0 0 BRENDA HOLT DIRECTOR 1.00 X 0 0 0 DONNA ROSSI DIRECTOR (THRU 08/2023) 1.00 X 0 0 0 ELLEN DEAN PAST PRESIDENT (THRU 08/2023) 2.00 X X 0 0 0 JANICE BRANDT PRESIDENT 4.00 X X 0 0 0 NANCY ZIKIAS TREASURER (THRU 8/2023) 2.00 X X 0 0 0 CAROL HEIMANN DIRECTOR (THRU 08/2023) 1.00 X 0 0 0 BROCK BARNHART DIRECTOR 1.00 X 0 0 0 CLEO LEWIS DIRECTOR 1.00 X 0 0 0 KAMAL NARAYANAMURTI-LOGUE DIRECTOR 1.00 X 0 0 0 CAROL SIEG DIRECTOR 1.00 X 0 0 0 STU TURGEL DIRECTOR (THRU 08/2023) 1.00 X 0 0 0 ANN WHEAT EXECUTIVE DIRECTOR 40.00 X 92751 0 13459 92751 0 13459 0 0 0 0 0 51927 556549 1339997 78594 1948473 WORKSHOP & RESOURCE SA 900099 14376 14376 14376 22487 22487 8965 51927 24884 -15919 -15919 1969417 14376 0 6568 89751 70182 12404 7165 1160433 907419 160377 92637 13216 9673 2676 867 129397 94708 26202 8487 90580 66297 18342 5941 155434 138801 10580 6053 15720 395 15325 54000 54000 42653 11815 30838 96473 86215 6295 3963 104771 85822 10302 8647 70383 46743 17528 6112 124137 84413 26069 13655 8905 7364 1541 20140 7434 12706 32342 21992 6792 3558 28065 20560 4965 2540 PROGRAM COSTS 56263 56263 BAD DEBT EXPENSE 23569 23569 CONTINUING EDUCATION AN 14299 9955 3814 530 BANKING AND PAYROLL PRO 8134 2426 5194 514 61827 24281 18258 19288 2400492 1752758 377502 270232 676428 406396 284248 276807 76418 56724 23112 38087 396957 324428 97293 72529 971973 872645 844807 737503 2974279 2460691 80140 96964 32704 958181 834264 1071025 931228 X 1156286 679900 746968 849563 1903254 1529463 2974279 2460691 -431075 57284 0 X 0 1 X 1 0 X 943801 1814153 2203434 2082185 1948473 8992046 943801 1814153 2203434 2082185 1948473 8992046 906934 8085112 12415 7625 12165 15783 22487 70475 11716 -6766 7271 11071 14376 37668 9100189 96732 0.88850 0.88570 X 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 966000 75672 175000 866672 1261060 -145060 150000 966000 686378 500000 74682 1261060 339747 302000 44631 686378 335319 62917 58489 339747 0.71492 0.28508 0 0 193248 156744 36504 203709 167684 36025 72529 OPERATING LEASE RIGHT OF USE ASSET 727987 SECURITY DEPOSITS 9516 737503 OPERATING LEASE LIABILITY 834264 834264 X 2026701 57284 57284 1969417 0 1969417 2400492 0 2400492 0 2400492 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. 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 716821 54000 662821 716821 54000 662821 AZ GIVING IN THE GARDEN 60892 51927 8965 21 5000 10610 650 8603 60892 51927 8965 21 5000 10610 650 8603 24884 -15919 X ADVERTISING 152 62911 FAIR VALUE 0 1 0 PART I, COLUMN (B): AMOUNT ON PART I, COLUMN B REPRESENTS THE NUMBER OF ITEMS RECEIVED. FORM 990, PART VI, SECTION A, LINE 4 IN JULY 2023, DUET AMENDED THEIR BYLAWS WITH MINOR REVISIONS THAT WOULD BRING THE BYLAWS UP-TO-DATE WITH THE CURRENT BOARD PRACTICES. THE DATE OF THE ANNUAL MEETING WAS CHANGED FROM JUNE TO JULY. THE MINIMUM NUMBER OF BOARD MEMBERS WAS UPDATED FROM 15 TO 12, AND THE REQUIREMENT THAT A CERTAIN NUMBER OF MEMBERS NEED TO BE AFFILIATED WITH THE CHURCH OF THE BEATITUDES WAS REMOVED. THE DOLLAR AMOUNT WHICH REQUIRES A BOARD MEMBER TO SIGN EXPENSES WAS UPDATED TO THE CURRENT ANNUALLY UPDATED AMOUNT WHICH IS BASED ON THE COLA PERCENTAGE. THE BOARD REVIEWED THE UPDATED BYLAWS. AT THE JULY BOARD MEETING, A MOTION WAS MADE TO ACCEPT THE BYLAWS AS PRESENTED WITH THE ABOVE EDITS INCLUDED. THE MOTION WAS SECONDED AND APPROVED. 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 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.