2024-05-15T15:28:15-05:00 2023-06-30 390859910 BAKER TILLY US LLP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2022-07-01 860576008 WEST YAVAPAI GUIDANCE CLINIC FOUNDATION INC WEST 9284455211 3343 WINDSONG DRIVE PRESCOTT VALLEY AZ 86314 TAMARA PLAYER CEO 9284455211 2024-05-14 1 TAMARA PLAYER 999009999 0 COLETTE KAMPS CPA P00367616 4808394900 2024-05-14 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X POLARA HEALTH FOUNDATION TAMARA PLAYER 3343 WINDSONG DRIVE PRESCOTT VALLEY AZ 86314 20278 0 X WWW.POLARAHEALTH.COM X THE MISSION OF THE FOUNDATION IS TO SUPPORT THE WEST YAVAPAI GUIDANCE CLINIC DBA POLARA HEALTH BY RAISING FUNDS AND AWARENESS TO MAKE A CRITICAL DIFFERENCE IN MENTAL HEALTH OUTCOMES WITHIN OUR COMMUNITY. X 2 2 0 2 0 0 103657 20278 0 0 -90719 -77039 0 0 12938 -56761 0 0 0 0 0 0 0 0 0 226635 26435 226635 26435 -213697 -83196 1764673 0 5348 0 1759325 0 X THE MISSION OF THE FOUNDATION IS TO SUPPORT THE WEST YAVAPAI GUIDANCE CLINIC DBA POLARA HEALTH BY RAISING FUNDS AND AWARENESS TO MAKE A CRITICAL DIFFERENCE IN MENTAL HEALTH OUTCOMES WITHIN OUR COMMUNITY. 0 1 15770 THE FOUNDATION CEASED OPERATIONS DURING THE FISCAL YEAR 2023 AND THE FOUNDATION WHICH WAS A SUPPORTING ORGANIZATION OF THE CLINIC MERGED WITH THE CLINIC DURING FISCAL YEAR 2023. 15770 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 9284455211 3343 WINDSONG DRIVE PRESCOTT VALLEY AZ 86314 SUSAN BELL CHAIR/TREASURER 2.00 X X 0 0 0 DR DAVID FERO VICE CHAIR 2.00 X X 0 0 0 TAMARA LYNN PLAYER CEO 2.00 X 0 250560 25488 KARA D LANGLEY CFO 2.00 X 0 141571 5127 ERIN M KANTOR CCFOO 1.00 X 0 67819 5564 STEVEN CALABRESE CFO 2.00 X 0 171818 24018 0 631768 60197 0 1 1 0 0 20278 20278 77039 -77039 -77039 -77039 -56761 0 0 -77039 2512 2512 524 524 1107 1107 15246 15246 MISCELLEANOUS EXPENSES 4566 4566 SPECIAL PROJECT CLINICS 2000 2000 MERCHANT FEES 256 256 BOOKS, SUBSCRIPTIONS, R 117 117 107 107 26435 15770 10665 0 176894 0 1572789 0 0 0 0 0 0 0 14990 0 0 0 0 0 0 0 1764673 0 292 5056 5348 0 X 1759325 0 1759325 0 1764673 0 X -83196 -1676129 X X 0 1 X 1 0 X X 1 WEST YAVAPAI GUIDANCE CLINIC 860206928 10 1 366 0 1 366 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 0 1572789 10896663 711575 -61667 13119360 1352476 322719 -90719 -11687 1572789 208924 1000000 147541 -3989 1352476 212872 -1798 -2150 208924 209068 5963 -2159 212872 1.00000 1 0 0 PART V, LINE 4: THE FUNDS HELD BY ARIZONA COMMUNITY FOUNDATION FOR WYGC FOUNDATION EXIST TO BENEFIT PROGRAMS AND SERVICES OF WYGC WITH A VISION OF FUTURE GROWTH AND PERPETUAL MAINTENANCE WHILE UTILIZING THE INVESTMENT INCOME. 0 0 0 0 0 0 0 0 0 TAMARA LYNN PLAYER CEO 0 241751 0 8809 0 0 0 13542 0 11946 0 276048 0 0 STEVEN CALABRESE CFO 0 169721 0 2097 0 0 0 12581 0 11437 0 195836 0 0 INVESTMENTS 2022-10-24 1493236 BASED ON INVESTMENT STATEMENT BALANCE 860206928 WEST YAVAPAI GUIDANCE CLINIC INC 3343 WINDSONG DR PRESCOTT VALLEY AZ 86314 501(C)(3) CASH 2022-10-24 182893 BASED ON BANK STATEMENT BALANCE 860206928 WEST YAVAPAI GUIDANCE CLINIC INC 3343 WINDSONG DR PRESCOTT VALLEY AZ 86314 501(C)(3) 1 0 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: DR. DAVID FERO AND SUSAN BELL PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: DR. DAVID FERO AND SUSAN BELL ARE BOTH ALSO BOARD MEMBERS OF WEST YAVAPAI GUIDANCE CLINIC, WHICH WAS THE SUPPORTED ORGANIZATION OF THE FOUNDATION.- FORM 990, PART III, LINE 3 THE FOUNDATION CEASED OPERATIONS DURING THE FISCAL YEAR 2023 AND THE FOUNDATION, WHICH WAS A SUPPORTING ORGANIZATION OF THE CLINIC, MERGED WITH THE CLINIC DURING FISCAL YEAR 2023. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIWED INTERNALLY BY THE SENIOR LEADERSHIP OF THE ORGANIZATION. THE CHIEF FINANCIAL OFFICER THEN PRESENTS THE 990 TO THE BOARD OF DIRECTORS FINANCE COMMITTEE IN DETAIL. THE FINANCE COMMITEE THEN PRESENTS A COPY OF THE 990 TO THE ENTIRE BOARD FOR THIER REVIEW FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ANUALLY THE BOARD OF DIRECTORS RECEIVES TRAINING ON THE CONFLICT OF INTEREST POLICY, EACH MEMBER COMPLETES A QUESTIONAIRE ABOUT CONFLICT OF INTEREST AND SIGNS AN ATTESTATION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES SALARY SURVEYS FROM THE AZ COUNSIL AND MHCA AS A GUIDELINE FOR SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMNENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER TO CLINIC -1,676,129. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART XI, LINE 9 DURING THE YEAR ENDED JUNE 30, 2023, THE FOUNDATION MERGED INTO ITS SUPPORTED ORGANIZATION, WEST YAVAPAI GUIDANCE CLINIC (WYGC). THE FOUNDATION'S NET ASSET BALANCE IN THE AMOUNT OF $1,676,129 WAS TRANSFERRED TO WYGC. WEST YAVAPAI GUIDANCE CLINIC DBA PO 3343 WINDSONG DR PRESCOTT VALLEY AZ 86314 BEHAVIORAL HEALTH CARE AZ 501(C)(3) 509(A)(2) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0