2024-05-06T11:24:05-05:00 2023-06-30 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990 2022-07-01 813137336 HEALTH FIRST FOUNDATION-NORTHERN ARIZONA HEAL 9282239239 222 EAST BIRCH AVE STE 1 FLAGSTAFF AZ 86001 SANDRA KOWALSKI PRESIDENT AND CEO 9282239239 2024-04-16 1 SANDRA KOWALSKI 999009999 0 BRENDA ANN BLUNT CPA P00075126 4803151040 2024-04-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X SANDRA KOWALSKI 222 EAST BIRCH AVE STE 1 FLAGSTAFF AZ 86001 29728500 0 X WWW.HEALTHFIRSTFORALL.ORG X 2016 AZ HEALTH FIRST FOUNDATION PROVIDES LEADERSHIP, FORGES PARTNERSHIPS, AND SUPPORTS (CONT'D ON SCH O) INNOVATION TO ADVANCE HEALTH AND WELL-BEING ACROSS NORTHERN ARIZONA'S DIVERSE POPULATION AND GEOGRAPHY. WE INSPIRE DONORS TO SUPPORT INNOVATIVE COMMUNITY HEALTH INITIATIVES OF NONPROFIT ORGANIZATIONS, HOSPITALS, AND MEDICAL CENTERS. OUR COLLABORATIONS AND INVESTMENT ALLIANCES STRIVE TO BRING HEALTH AND WELL-BEING TO THE GREATEST NUMBER OF PEOPLE POSSIBLE WITH MAXIMUM IMPACT. WE EVALUATE COMMUNITY HEALTH NEEDS ASSESSMENTS TO DETERMINE PRIORITY NEEDS AND USE QUANTITATIVE MEASUREMENTS TO ASSESS THE SUSTAINABLE IMPACT HEALTH FIRST FUNDED PROGRAMS HAVE ON HEALTH AND WELL-BEING FOR ALL AND PROMOTING VIBRANT COMMUNITIES. 8 7 7 9 0 0 166493 95921 0 0 17416960 -1786195 -821 -12850 17582632 -1703124 586613 23193367 0 0 876837 614231 0 60250 246451 3940321 1655574 5403771 25523422 12178861 -27226546 43321734 20016463 3081976 1644890 40239758 18371573 X WE ADVANCE COMMUNITY HEALTH AND WELL-BEING THROUGH LEADERSHIP, PARTNERSHIPS, AND INNOVATION. 0 1 23323358 23193367 DURING THE 2023 TAX YEAR, THE FOUNDATION AWARDED GRANTS TO SUPPORT VARIOUS NONPROFIT PROGRAMS OF CLINICS, MEDICAL CENTERS, AND HOSPITALS IN NORTHERN ARIZONA, BENEFITTING RESIDENTS, VISITORS, AND PATIENTS FROM THE REGION TO IMPROVE MENTAL HEALTH, ACCESS TO CARE, AND CHRONIC CONDITIONS. THIS GRANT FUNDING IMPACTED 102,195 LIVES. IN ADDITION, THE FOUNDATION AWARDED GRANTS TO NORTHERN ARIZONA NON-HEALTHCARE NONPROFITS FOR PROGRAMS SUPPORTING AND IMPROVING MENTAL HEALTH, ACCESS TO CARE, AND CHRONIC CONDITIONS. OUR GRANT FUNDING SUPPORT HERE IMPACTED THE LIVES OF 1,160 PEOPLE.THE FOUNDATION ALSO AWARDED SCHOLARSHIPS TO UNIVERSITY STUDENTS AND CURRENT HEALTHCARE INDUSTRY EMPLOYEES WORKING TOWARD A DEGREE OR ADVANCED DEGREE IN HEALTH OR HEALTHCARE-RELATED FIELDS. IN ADDITION, THE FOUNDATION FUNDED SPONSORSHIPS TO BUILD AWARENESS OF MENTAL HEALTH DISEASES AND CONDITIONS AND TO REDUCE THE ASSOCIATED STIGMA. LIVES IMPACTED BY SCHOLARSHIP AND SPONSORSHIP FUNDING WERE 5,369.TOTAL LIVES IMPACTED THROUGH PROGRAMS: 108,724. 23323358 1 1 0 0 0 1 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 0 0 0 0 0 0 0 0 0 1 17 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X SANDRA KOWALSKI 9282239239 222 EAST BIRCH AVE STE 1 FLAGSTAFF AZ 86001 SANDRA KOWALSKI PRESIDENT/CEO/DIRECTOR 40.00 X X 156639 0 136 CHRIS BAVASI - CHAIR (THRU 9/22) DIRECTOR(FROM 10/22) 1.00 X X 0 0 0 DEIRDRE MELDRUM PHD V.CHAIR(THRU 9/22)CHAIR(FROM 10/22) 1.00 X X 0 0 0 RICHARD KRUSE CPA VICE CHAIR/TREASURER/DIRECTOR 1.00 X X 0 0 0 JAMES OUSLEY SECRETARY/DIRECTOR 1.00 X X 0 0 0 OLIVER HARPER MD DIRECTOR 1.00 X 0 0 0 WILLIAM HICKS III ESQ DIRECTOR 1.00 X 0 0 0 ALICE GAGNAIRE DIRECTOR 1.00 X 0 0 0 KARLA JACOBSEN CPA - MGR OF FINANCIAL OPERATIONS (THRU 12/22) 40.00 X 121651 0 340 CHRISTINA BROWN CPA - MGR OF FINANCIAL OPERATIONS(FROM 1/23) 40.00 X 28316 0 1000 ANA FANO - OPERATIONS MGR GRANTS & AWARDS/SPEC. INITIATIVES 40.00 X 106258 0 326 412864 0 1802 3 0 1 0 BALLARD SPAHR PO BOX 825470 PHILADELPHIA PA 19182 LEGAL SERVICES 1137034 1 45044 50877 13853 95921 1431539 1431539 28186854 31404588 -3217734 -3217734 -3217734 14170 45044 27036 -12866 -12866 MISCELLANEOUS 900099 16 16 16 -1703124 0 0 -1799045 23193367 23193367 363714 30542 309755 23417 198503 50747 101675 46081 7732 1897 4113 1722 8375 4040 899 3436 35907 5416 25856 4635 1139914 1139914 51890 51890 60250 60250 73879 73879 96798 17969 48679 30150 7443 5643 1800 19524 1298 16725 1501 66812 1948 33029 31835 120313 15175 75256 29882 3584 781 2803 14174 14174 9359 9359 OTHER 46929 178 39038 7713 EVENT EXPENSE 4029 4029 BOARD EXPENSE 926 926 25523422 23323358 1953613 246451 51336 24957 971188 444651 12500 3000 16347 0 2021781 1999938 12183 16560 689755 63936 639993 625819 39499918 15891721 94688 958605 1800 51212 43321734 20016463 2619770 1502573 462206 92905 0 49412 3081976 1644890 X 3903715 8789086 36336043 9582487 40239758 18371573 43321734 20016463 -27226546 5358361 0 X 0 1 X 1 0 X 3143076 3573426 3220217 166493 95921 10199133 3143076 3573426 3220217 166493 95921 10199133 5049546 5149587 1282949 1211974 1387031 1670813 1431539 6984306 49 16 65 17183504 24150 0.29970 0.39460 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 49. 2022 AMOUNT: $ 16. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 35128 131864 1 1 0 29262542 15000 2722207 31317611 658388 23750 34117086 9500 -4275139 588905 29262542 26640220 8487464 312300 698298 34117086 27201322 212792 1047402 1281961 539335 26640220 25708936 1384435 1668446 936144 624351 27201322 0.00000 1.00000 0.00000 0 0 610000 610000 79755 63936 15819 625819 OPERATING LEASE LIABILITY 49412 49412 X 3603019 5358361 3500 18161 5380022 -1777003 73879 73879 -1703124 25471204 3500 18161 21661 25449543 73879 73879 25523422 PART X, LINE 2: MANAGEMENT BELIEVES THAT THE FOUNDATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 18,161. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 18,161. PART XII, LINE 4B - OTHER ADJUSTMENTS: IN KIND EXPENSES SCHEDULE D, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT (THE ENDOWMENT) CONSISTS OF ONE FUND ESTABLISHED BY DONORS TO PROVIDE ANNUAL FUNDING FOR SPECIFIC ACTIVITIES. X X X X X X 1 LISA SCHNEBLY HEIDINGER 1236 E VILLA MARIA DR PHOENIX AZ 85022 FUNDRAISING PRE-WORK. MET WITH COMMUNITY'S POTENTIAL DONORS. 0 0 60250 -60250 60250 -60250 AZ GOLF EVENT 59214 45044 14170 848 13325 5505 4781 2577 59214 45044 14170 848 13325 5505 4781 2577 27036 -12866 1 FLAGSTAFF SYMPHONY ASSOCIATION 113 E ASPEN AVE STE A FLAGSTAFF AZ 86001 860186038 501(C)(3) 20000 0 GRANT TO SUPPORT EXPECTANT AND CURRENT PARENTS THROUGH THE FSO LULLABY PROJECT SEDONA INTERNATIONAL FILM FESTIVAL & WORKSHOP PO BOX 162 SEDONA AZ 86339 200351857 501(C)(3) 10000 4591 FMV FOOD FOR FILM SERIES EVENT GRANTS TO SUPPORT MENTAL HEALTH FILM SERIES EVENTS AT SEDONA INTERNATIONAL FILM FESTIVAL, SEDONA UNIFIED SCHOOL DISTRICT AND VERDE VALLEY SCHOOL SYSTEM. FLAGSTAFF MEDICAL CENTER 1200 N BEAVER STREET FLAGSTAFF AZ 86001 860110232 501(C)(3) 116056 0 GRANTS TO SUPPORT HOSPITAL DEPARTMENT INITIATIVES INCLUDING PEDIATRIC TRAUMA, CHILDREN'S HEALTH, NATIVE AMERICAN INTERPRETER PROGRAM, AND OTHER PATIENT SUPPORT WHITE MOUNTAIN COMMUNITIES HOSPITAL INC 118 S MOUNTAIN AVE SPRINGERVILLE AZ 85938 860171900 501(C)(3) 15128 0 GRANT TO SUPPORT NEW COMMERICAL TREADMILL AND STAIRMASTER FOR THE PHYSICAL THERAPY DEPARTMENT. SEDONA OAK CREEK JOINT UNIFIED SCHOOL DISTRICT #9 999 UPPER RED ROCK LOOP RD SEDONA AZ 86336 860682862 GOVERNMENT 100000 0 GRANT TO SUPPORT WILDCAT AFTER SCHOOL PROGRAM FOR WORKING PARENTS NEEDING CHILD CARE FOR STUDENTS. NORTHERN ARIZONA HEALTHCARE CORPORATION PO BOX 1268 FLAGSTAFF AZ 86002 742410946 501(C)(3) 22092957 0 GRANTS TO SUPPORT HOSPICE HOME CARE, CARDIOLOGY RESEARCH, NATIVE AMERICAN PATIENT ASSISTANCE, CANCER CENTER, CHILDBIRTH EDUCATION, THE TAYLOR HOUSE, PLAYGROUND EQUIPMENT, DIABETES EDUCATION, CRITICAL CARE, TELEMEDICINE, PATIENT ASSISTANCE AND BEHAVIORAL HEALTH 6 0 PART I, LINE 2: THE ORGANIZATION ISSUES GRANTS PRIMARILY TO TAX-EXEMPT ORGANIZATIONS AND, HISTORICALLY, HAS RELIED ON THE GOOD GOVERNANCE PRACTICES OF THESE ENTITIES. THE ORGANIZATION INSTITUTED A ROBUST OVERSIGHT PROGRAM DURING FY18 TO MONITOR THE USE OF GRANT FUNDS, WHICH INCLUDES REQUIRING MID-TERM AND ANNUAL REPORTING BY THE GRANTEE AND ON-SIGHT INSPECTIONS BY ORGANIZATION PERSONNEL. THE ORGANIZATION CONTINUES TO IMPLEMENT THIS OVERSIGHT PROGRAM. THE ORGANIZATION AWARDS SCHOLARSHIPS TO INDIVIDUALS PURSUING CAREERS IN NURSING, BEHAVIORAL HEALTH, ALLIED HEALTH, AND OTHER HEALTH-RELATED FIELDS OF STUDY IN ACCORDANCE WITH A COMPETITIVE AND UNBIASED PROCESS ESTABLISHED BY THE ORGANIZATION. GRANTS OF FINANCIAL ASSISTANCE TO EMERGENCY MEDICAL TECHNICIANS AND THEIR FAMILIES ARE AWARDED BY THE ORGANIZATION BASED ON PROCEDURES ESTABLISHED BY NORTHERN ARIZONA HEALTHCARE CORPORATION ("NAHC"). THE ORGANIZATION RELIES ON NAHC'S GOVERNANCE PRACTICES TO ENSURE COMPLIANCE WITH NAHC'S POLICIES AND PROCEDURES. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 SANDRA KOWALSKI PRESIDENT/CEO/DIRECTOR 155948 0 0 0 691 0 0 0 136 0 156775 0 0 0 PART I, LINE 1A THE ORGANIZATION PAYS DUES FOR A MEMBERSHIP IT OWNS IN A LOCAL PRIVATE GOLF CLUB. BY VIRTUE OF THIS MEMBERSHIP, THE ORGANIZATION IS ALLOWED TO HOST ITS ANNUAL FUNDRAISING EVENT AND TO ENTERTAIN CURRENT AND PROSPECTIVE DONORS AT THIS CLUB FOR ACQUISITION AND CULTIVATION PURPOSES. THE ORGANIZATION'S CEO IS THE ONLY AUTHORIZED USER OF THIS SOCIAL MEMBERSHIP. THE ORGANIZATION REPORTS ALL PERSONAL USE (IF ANY) OF THIS SOCIAL MEMBERSHIP AS COMPENSATION. FORM 990, PART III, LINE 3 IN ORDER TO BETTER SERVE THE COMMUNITIES OF NORTHERN ARIZONA, WE MADE A SUBSTANTIAL ONE-TIME GRANT TO NORTHERN ARIZONA HEALTHCARE CORPORATION AND TERMINATED OUR PROGRAM PROVIDING REGULAR AND ONGOING SUPPORT TO, OR ON BEHALF OF, NORTHERN ARIZONA HEALTHCARE, FLAGSTAFF MEDICAL CENTER, AND VERDE VALLEY MEDICAL CENTER. WE BELIEVE DOING SO WILL ALLOW US, NORTHERN ARIZONA HEALTHCARE, FLAGSTAFF MEDICAL CENTER AND VERDE VALLEY MEDICAL CENTER TO FOCUS RESOURCES AND ATTENTION MORE EFFICIENTLY AND EFFECTIVELY WITHIN EACH ORGANIZATION'S AREA OF EXPERTISE PROVIDING A BEST POSSIBLE OUTCOME FOR THE COMMUNITIES WE SERVE. FORM 990, PART VI, SECTION A, LINE 7A NORTHERN ARIZONA HEALTHCARE CORPORATION HAS THE RIGHT TO APPOINT 20% OF THE TOTAL NUMBER OF VOTING DIRECTORS, ROUNDED UP TO THE NEAREST WHOLE NUMBER. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM BASED ON DATA COMPILED BY THE FOUNDATION'S FINANCE DEPARTMENT. THE FINANCE COMMITTEE OF THE FOUNDATION'S BOARD OF DIRECTORS REVIEWS THE DRAFT FORM 990 AND PROVIDES ADDITIONAL COMMENTS. THE FINANCE COMMITTEE, ACTING ON BEHALF OF THE FOUNDATION'S BOARD OF DIRECTORS, APPROVES THE FINAL DRAFT OF FORM 990 BEFORE IT IS FILED. IN ADDITION, A COPY OF THE FINAL DRAFT OF FORM 990 IS DISTRIBUTED TO THE FOUNDATION'S BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. BOARD MEMBERS AND OFFICERS ARE COVERED BY THE POLICY. COVERED INDIVIDUALS HAVE A DUTY TO DISCLOSE ALL MATERIAL FACTS IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS. THE DETERMINATION OF HOW TO PROCEED WITH A CONFLICT IS MADE BY THE MEMBERS OF THE GOVERNING BODY WHO ARE NOT AN INTERESTED PERSON WITH RESPECT TO THE PROPOSED TRANSACTION. AFTER DISCLOSURE OF ALL MATERIAL FACTS, THE INTERESTED PERSON LEAVES AND THE REMAINING MEMBERS OF THE GOVERNING BODY DELIBERATE AND VOTE ON THE EXISTENCE OF CONFLICT. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, THE GOVERNING BODY, EXCLUDING THE INTERESTED PERSON, SHALL EXERCISE DUE DILIGENCE TO DETERMINE IF A MORE ADVANTAGEOUS TRANSACTION IS REASONABLY POSSIBLE UNDER THE CIRCUMSTANCES. THE GOVERNING BODY, EXCLUDING THE INTERESTED PERSON, VOTES WHETHER THE TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND FAIR AND REASONABLE. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S COMPENSATION COMMITTEE STRUCTURED A COMPENSATION PACKAGE UNDER A PERFORMANCE CONTRACT TIED TO THE ORGANIZATION'S MISSION. THE COMPENSATION COMMITTEE RELIED ON MARKET COMPENSATION STUDIES RELATED TO THIS EXECUTIVE POSITION. FURTHER, THE COMPENSATION COMMITTEE HIRED AN INDEPENDENT CONSULTING FIRM TO PROVIDE AN OPINION AS TO THE REASONABLENESS OF THE COMPENSATION PACKAGE FOR THIS POSITION. THIS INFORMATION WAS REVIEWED AND APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS IN LATE 2021. THE ORGANIZATION'S PRESIDENT & CEO, WITH ASSISTANCE FROM THE ORGANIZATION'S HR DEPARTMENT, DETERMINED COMPENSATION FOR ALL OTHER EMPLOYEES OF THE ORGANIZATION USING SALARY STUDIES OF COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE.