2024-05-14T12:43:10-05:00 2023-06-30 341884125 CBIZ MHM LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2022-07-01 270277109 SMFB FOUNDATION SMFB 6023523640 2831 N 31ST AVE PHOENIX AZ 85009 MILTON LIU PRESIDENT & CEO 6023523640 2024-05-14 1 MILTON LIU 999009999 0 KRISTEN BASS P01247587 6022646835 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MILTON LIU 2831 N 31ST AVENUE PHOENIX AZ 85009 3883479 0 X N/A X 2009 AZ TO SUPPORT AND BENEFIT THE PURPOSES OF ST MARY'S FOOD BANK ALLIANCE. 7 7 0 9 0 0 1000000 0 0 0 3768337 1213470 0 0 4768337 1213470 0 4000000 0 0 0 0 0 0 0 264289 101863 264289 4101863 4504048 -2888393 66334007 69034695 0 0 66334007 69034695 TO SUPPORT AND BENEFIT THE PURPOSES OF ST MARY'S FOOD BANK ALLIANCE. 0 0 4000000 4000000 0 THE FOUNDATION RAISES FUNDS FOR THE SUPPORT AND BENEFIT OF AND TO CARRY OUT THE PURPOSES OF ST MARY'S FOOD BANK ALLIANCE (SMFBA), A NONPROFIT ORGANIZATION. THE FOUNDATION MANAGED INVESTMENTS AND PROVIDED SUPPORT TO SMFBA. 4000000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 1 1 1 1 0 0 0 1 1 1 1 0 0 0 0 0 X TINA LYONS 6023523640 2831 N 31ST AVE PHOENIX AZ 85009 JOE CLANCY PRESIDENT 1.00 2.00 X X 0 0 0 MATT HARRISON VICE PRESIDENT 1.00 X X 0 0 0 CAROLYN JENKINS-BOWER TREASURER 1.00 X X 0 0 0 TROY MCNEMAR SECRETARY 1.00 1.00 X X 0 0 0 STEPHEN BARNES DIRECTOR 1.00 X 0 0 0 MARC ISAACS DIRECTOR 1.00 1.00 X 0 0 0 PETER LARSON DIRECTOR (THRU MAY 2023) 1.00 1.00 X 0 0 0 BARRY MCBRIDE DIRECTOR (THRU MAY 2023) 1.00 X 0 0 0 ERIK OLSSON DIRECTOR 1.00 1.00 X 0 0 0 TOM KERTIS PRESIDENT & CEO (RETIRED SEPT 2023) 2.00 40.00 X 0 363115 47546 SARAH STUCKEY CFO 2.00 40.00 X 0 196073 20722 MILTON LIU PRESIDENT & CEO (STARTING JUNE 2023 2.00 40.00 X 0 0 0 0 559188 68268 0 0 1 0 0 1953410 1953410 1930069 2670009 -739940 -739940 -739940 1213470 0 0 1213470 4000000 4000000 101401 101401 GENERAL ADMINISTRATION 462 462 4101863 4000000 101863 0 1026727 2397 65307280 69032298 66334007 69034695 0 0 X 66334007 69034695 66334007 69034695 66334007 69034695 -2888393 5589081 0 X 0 1 X 1 0 X X X 1 ST MARY'S FOOD BANK ALLIANCE 237353532 7 1 4000000 0 1 4000000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X PART X, LINE 2: THE FOUNDATION QUALIFIES AS TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND, ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES FOR THESE ORGANIZATIONS. IN ADDITION, THEY QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME WOULD BE TAXABLE. THE FOUNDATION EVALUATES THEIR UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF THEIR POLICIES AND PROCEDURES, REVIEW OF THEIR REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. AT JUNE 30, 2023, MANAGEMENT BELIEVES THE FOUNDATION DID NOT HAVE ANY UNCERTAIN TAX POSITIONS. THE FOUNDATION'S FEDERAL RETURNS OF ORGANIZATIONS EXEMPT FROM INCOME TAX (FORM 990) FOR 2020, 2021 AND 2022 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. 1 ST MARY'S FOOD BANK ALLIANCE 2831 N 31ST AVE PHOENIX AZ 85009 237353532 501(C)(3) 4000000 0 PROGRAM SUPPORT 1 PART I, LINE 2: THE GRANT WAS TO THE SUPPORTED ORGANIZATION WHICH CONTROLS SMFB FOUNDATION. BECAUSE THE GRANT IS FOR THE GENERAL OPERATIONS OF THE GRANTEE, NO POST MONITORING IS CONSIDERED NECESSARY. 0 0 0 0 0 0 0 0 0 TOM KERTIS PRESIDENT & CEO (RETIRED SEPT 2023) 0 330615 0 32500 0 0 0 33518 0 14028 0 410661 0 0 SARAH STUCKEY CFO 0 190923 0 5150 0 0 0 6694 0 14028 0 216795 0 0 SCHEDULE J, PART 1 THE FILING ORGANIZATION DOES NOT COMPENSATE EMPLOYEES. MANAGEMENT OF THE FILING ORGANIZATION IS COMPENSATED BY THE AFFILIATE, ST. MARY'S FOOD BANK ALLIANCE. FORM 990, PART VI, SECTION A, LINE 3 EMPLOYEES OF ST. MARY'S FOOD BANK ALLIANCE PROVIDE DAY TO DAY MANAGEMENT OF THE FOUNDATION AT NO CHARGE TO THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE FOUNDATION IS ST MARY'S FOOD BANK ALLIANCE. FORM 990, PART VI, SECTION A, LINE 7A ST MARY'S FOOD BANK ALLIANCE ELECTS THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS MAY ONLY BE AMENDED, OR REPEALED AND NEW BYLAWS ADOPTED, BY ST MARY'S FOOD BANK ALLIANCE. FORM 990, PART VI, SECTION A, LINE 8B THE FOUNDATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND IS REVIEWED BY THE ORGANIZATION'S CEO AND VP OF FINANCE. PRIOR TO FILING, THE ENTIRE BOARD WILL RECEIVE A COPY OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C TO AVOID CONFLICTS OF INTEREST, EACH DIRECTOR OF THE SMFB FOUNDATION (THE "FOUNDATION") WILL DISCLOSE TO THE REMAINING DIRECTOR OR DIRECTORS SITUATIONS OR AREAS IN WHICH IT MIGHT APPEAR THAT SUCH DIRECTOR HAS CONFLICTING DUTIES TO OTHER ENTITIES WHERE HIS OR HER ALLEGIANCE MIGHT BE SPLIT BETWEEN THE FOUNDATION AND SOME OTHER PERSONAL, PROFESSIONAL, BUSINESS, OR VOLUNTEER POSITION OR RESPONSIBILITY (SUCH AS ASSISTING A COMPETING ORGANIZATION OR HAVING A RELATIVE SERVING AS A VENDOR TO THE FOUNDATION). WHERE SUCH CONFLICT EXISTS, THE DIRECTOR WHO HAS SUCH A CONFLICT WILL WITHDRAW FROM THE DEBATE AND VOTE AS DIRECTED BY THE REMAINING DIRECTOR OR DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO AND CFO ARE COMPENSATED BY A RELATED ORGANIZATION, ST MARY'S FOOD BANK ALLIANCE. THIS ORGANIZATION HAS A PROCESS IN PLACE FOR DETERMINING THEIR COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS ARTICLES OF INCORPORATION, BY-LAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ST MARY'S FOOD BANK ALLIANCE 2831 NORTH 31ST AVENUE PHOENIX AZ 85009 237353532 FOOD DISTRIBUTION AZ 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0