2024-03-12T12:02:17-05:00 2023-06-30 770602105 MONICA J STERN CPA PLLC 11225 NORTH 28TH DRIVE SUITE A100 PHOENIX AZ 850295608 990 2022-07-01 205129621 ARIZONA CHAMBER FOUNDATION ARIZ 6026192644 11445 E VIA LINDA 2 352 SCOTTSDALE AZ 85259 MAUREEN LONIEN CONTROLLER 6026192644 2024-03-11 1 MAUREEN LONIEN 999009999 1 MONICA J STERN CPA P00295294 6026748226 2024-03-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JESSICA PACHECO 11445 E VIA LINDA 2 352 SCOTTSDALE AZ 85259 1444784 0 X WWW.AZCHAMBERFOUNDATION.ORG X 2006 AZ THE MISSION OF THE ARIZONA CHAMBER FOUNDATION IS TO BE A LEADING (CONTINUED ON SCHEDULE O) RESOURCE OF FORWARD-THINKING EXPERT RESEARCH, ANALYSIS, NEWS AND PUBLIC PROGRAMMING ON POLICY ISSUES THAT IMPACT ARIZONA BUSINESS AND THE STATE'S BUSINESS CLIMATE AND TO DEVELOP CIVIC-MINDED BUSINESS LEADERS. 5 4 0 5 0 0 189061 1423906 48800 20400 -2005 478 0 0 235856 1444784 0 0 0 0 0 242355 12500 0 61350 314308 155333 326808 397688 -90952 1047096 48812 1082737 23000 9829 25812 1072908 X THE MISSION OF THE ARIZONA CHAMBER FOUNDATION IS TO BE A LEADING RESOURCE OF FORWARD-THINKING EXPERT RESEARCH, ANALYSIS, NEWS AND PUBLIC PROGRAMMING ON POLICY ISSUES THAT IMPACT ARIZONA BUSINESS AND THE STATE'S BUSINESS CLIMATE AND TO DEVELOP (CONTINUED ON SCHEDULE O) CIVIC-MINDED BUSINESS LEADERS. 1 1 143474 THE FOUNDATION SUPPPORTED COVID-19 RELATED ACTIVITIES ON BEHALF OF THE STATE OF ARIZONA, IN ACCORDANCE WITH ALLOWABLE STATE AND LOCAL FISCAL RECOVERY FUND EXPENDITURE CATEGORIES UNDER THE AMERICAN RESCUE PLAN ACT OF 2021 (ARPA). 96372 20400 CHAMBER BUSINESS NEWS IS THE ORGANIZATION'S DIGITAL MEDIA PLATFORM THAT DELIVERS BUSINESS AND MARKETPLACE INFORMATION, ENGAGES NEWSMAKERS, AND ADDRESSES STATEWIDE ISSUES THAT DRIVE ARIZONA TOWARD A BRIGHTER AND MORE PROSPEROUS FUTURE. 29478 THE FOUNDATION PUBLISHES TIMELY RESEARCH, POLICY BRIEFS AND RECOMMENDATIONS TO INFORM POLICY MAKERS AND THE PUBLIC ON ISSUES CRITICAL TO ARIZONA'S BUSINSS AND LONG-TERM SUCCESS.WE ALSO CONDUCTED RESEARCH RELATED TO ARIZONA'S ENERGY INFRASTRUCTURE AND THE RELATED IMPACTS ON STATEWIDE ECONOMIC DEVELOPMENT TO PROVIDE FACTS AND INFORMATION TO THE PUBLIC AND POLICYMAKERS. 30304 A CONDUIT FOR THE NEXT GENERATION OF ARIZONA LEADERS, THE ARIZONA JUNIOR FELLOWS PROGRAM GIVES ARIZONA UNDERGRADUATE STUDENTS THE OPPORTUNITY TO GAIN HANDS-ON, APPLIED EXPERIENCE IN PUBLIC AFFAIRS, POLICY RESEARCH, EVENT PLANNING, PROJECT-BUILDING, AND MORE. 30304 299628 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X THE ORGANIZATION 6026223508 100 N 7TH AVE SUITE 120 PHOENIX AZ 85007 EILEEEN KLEIN ACTING EXECUTIVE DIRECTOR 20.00 20.00 X X 108000 108000 0 MAUREEN LONIEN CONTROLLER 5.00 40.00 X 0 0 0 DENNIS DAHLEN BOARD MEMBER UNTIL 1-2023 2.00 X 0 0 0 MICHELLE BOLTON BOARD MEMBER UNTIL 6-2023 2.00 X 0 0 0 DANNY SEIDEN BOARD MEMBER AS OF 7-2022 2.00 X 0 0 0 DAVID HOWELL SECRETARY AS OF 7-2022 2.00 X X 0 0 0 ALAN HEYWOOD VICE CHAIR AS OF 7-2022 2.00 X X 0 0 0 JESSICA PACHECO CHAIRMAN AS OF 7-2022 2.00 X X 0 0 0 108000 108000 0 1 0 1 0 0 143474 1280432 1423906 ADVERTISING 541800 20400 20400 20400 478 478 1444784 20400 0 478 X 162000 120277 24335 17388 70695 67333 1681 1681 9660 9052 304 304 16472 7500 8972 80096 41763 38333 36000 36000 385 385 16581 11904 1033 3644 942 942 SUPPLIES 4857 4857 397688 299628 36710 61350 32000 435509 503754 2500 143474 7500 0 2625 2625 0 0 6812 0 48812 1082737 9829 23000 0 23000 9829 X 25812 1072908 25812 1072908 48812 1082737 1047096 0 X 0 0 0 X 2824851 577755 149000 189061 1423906 5164573 2824851 577755 149000 189061 1423906 5164573 3562760 1601813 19950 1361 2 5 478 21796 2097 2097 5188466 286761 0.30870 0.29820 X ALTHOUGH THE TEST OF PUBLIC SUPPORT CALCULATIONS FELL SHORT DURING THIS TAX PERIOD, THE FOUNDATION IS IN SUBSTANTIAL COMPLIANCE WITH IRS EXPECTATIONS. WHILE WE ARE CERTAIN OF THE PUBLIC NATURE OF OUR WORK AT THE FOUNDATION, WE WISH TO PROVIDE ADDITIONAL INFORMATION TO UNDERSCORE OUR COMMITMENT TO MEETING THE PUBLIC SUPPORT TEST UNDER IRS GUIDELINES.THE FOUNDATION'S PUBLIC SUPPORT TEST IS IMPACTED BY MAJOR ACTIVITIES THAT OCCURRED DURING THE 5-YEAR LOOKBACK PERIOD. IN LATE 2019, THE FOUNDATION UNDERWENT A SIGNIFICANT TRANSITION, FOLLOWED BY THE IMPACTS OF THE COVID-19 PANDEMIC WHICH FORCED IT TO SUSPEND SOME PROGRAMMING. THE FOUNDATION RECEIVED SEVERAL MAJOR GRANTS TO HELP SUPPORT ITS ACTIVITIES DURING THIS TIME, THE EFFECTS OF WHICH IMPACTED THE CALCULATIONS. SINCE THAT TIME, THE FOUNDATION HAS WORKED SUCCESSFULLY TO ATTRACT MORE DONORS AND NEW CONTRIBUTORS AND EXPECTS TO CONTINUE TO GROW ITS DONOR BASE. THE FOUNDATION RECENTLY HAS BEEN AWARDED PUBLIC GRANTS THAT WILL FAVORABLY IMPACT THE CALCULATIONS IN THE NEXT TAX YEAR.THE FOUNDATION'S MAJOR ACTIVITIES BENEFIT THE GENERAL PUBLIC, PARTICULARLY ARIZONA RESIDENTS. DURING THIS TAX YEAR, ACTIVITIES INCLUDED:- ACTIVITIES RELATED TO THE AMERICAN RESCUE PLAN ACT OF 2021 (ARPA), ON BEHALF OF THE STATE OF ARIZONA- PUBLICATIONS AND WHITE PAPERS, INCLUDING A WHITE PAPER ON GENE THERAPY - LEADERSHIP DEVELOPMENT VIA THE ARIZONA JUNIOR FELLOWS, A PROGRAM TO GIVE COLLEGE STUDENTS EXPERIENCE IN PUBLIC POLICY AND CIVIC LEADERSHIP AND MENTORSHIP FROM CIVIC LEADERS. - REGULAR PUBLICATION OF CHAMBER BUSINESS NEWS, WHICH SHARES NONPARTISAN PUBLIC AFFAIRS CONTENT AND ORIGINAL REPORTING WITH THE STATEWIDE BUSINESS COMMUNITY AND THE GENERAL PUBLIC AND PRESENTS AN ANNUAL PUBLIC AWARD TO ARIZONA'S TOP NEWSMAKER.WE BELIEVE THESE FACTS AND CIRCUMSTANCES MEET AND SUPPORT THE PROPER CLASSIFICATION OF THE ARIZONA CHAMBER FOUNDATION AS A PUBLIC CHARITABLE ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2625 2625 0 0 X X X 0 0 0 0 0 0 0 0 0 EILEEEN KLEIN ACTING EXECUTIVE DIRECTOR 108000 108000 0 0 0 0 0 0 0 0 108000 108000 0 0 PART I, LINE 3 AT THIS TIME THE ORGANIZATION DOES NOT HAVE COMPENSATION FOR ANYONE DIRECTLY, HOWEVER IF IN THE FUTURE THIS CHANGES, THE ORGANIZATIONS PROCESS FOR DETERMINING COMPENSATION WILL INCLUDE A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND RECORDING OF THE DISCUSSION AND THE DECISION. FORM 990, PART III, LINE 2 THE FOUNDATION SUPPPORTED COVID-19 RELATED ACTIVITIES ON BEHALF OF THE STATE OF ARIZONA, IN ACCORDANCE WITH ALLOWABLE STATE AND LOCAL FISCAL RECOVERY FUND EXPENDITURE CATEGORIES UNDER THE AMERICAN RESCUE PLAN ACT OF 2021 (ARPA). FORM 990, PART III, LINE 3 THE COVID-19 IMPACT AND THE AMERICAN RESCUE PLAN ACT WERE DISCONTINUED BY THE STATE IN MARCH, 2023. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION PAYS ARIZONA CHAMBER OF COMMERCE AND INDUSTRY FOR PROVIDING MANAGEMENT SERVICES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR BEFORE SUBMITTING TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C 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 AT THIS TIME THE ORGANIZATION DOES NOT HAVE COMPENSATION FOR ANYONE DIRECTLY, HOWEVER IF IN THE FUTURE THIS CHANGES, THE ORGANIZATION'S PROCESS FOR DETERMINING COMPENSATION WILL INCLUDE A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND RECORDING OF THE DISCUSSION AND THE DECISION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION WILL MAKE THEIR APPLICATION FOR RECOGNITION OF EXEMPTION AND ANNUAL INFORMATION RETURNS AVAILABLE UPON REQUEST WITHOUT CHARGE EXCEPT FOR A NOMINAL FEE FOR REPRODUCTION AND ACTUAL POSTAGE COSTS. ANNUAL INFORMATION RETURNS WILL BE AVAILABLE FOR THREE YEARS AFTER FILING. FORM 990, PART VI, SECTION C, LINE 19 IF THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY OF THE ORGANIZATION ARE SUBJECT TO FEDERAL OR STATE PUBLIC DISCLOSURE RULES, THESE DOCUMENTS WILL BE MADE PUBLICLY AVAILABLE AS APPLICABLE LAW MAY REQUIRE. OTHERWISE, THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WILL BE PROVIDED TO THE PUBLIC AT THE DISCRETION OF MANAGEMENT. FORM 990, PART IX, LINE 11G WRITING: PROGRAM SERVICE EXPENSES 15,225. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,225. BUSINESS CONSULTING: PROGRAM SERVICE EXPENSES 26,538. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 38,333. TOTAL EXPENSES 64,871. ARIZONA CHAMBER OF COMMERCE & INDUSTRY 100 N 7TH AVE STE 400 PHOENIX AZ 85007 860290347 ENSURE ECONOMIC GROWTH AND PROSPERITY FOR ALL ARIZONANS AZ 501(C)(6) 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 0 ARIZONA CHAMBER OF COMMERCE & INDUSTRY C 239671 ACTUAL AMOUNT ARIZONA CHAMBER OF COMMERCE & INDUSTRY O 80356 ALLOCATED AMOUNT ARIZONA CHAMBER OF COMMERCE & INDUSTRY P 54000 ACTUAL AMOUNT