2025-05-13T10:22:18-05:00 2024-06-30 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2023-07-01 270277109 SMFB FOUNDATION SMFB 6022423663 2831 N 31ST AVE PHOENIX AZ 85009 MILTON LIU PRESIDENT & CEO 6022423663 2025-05-06 1 0 KRISTEN M BASS P01247587 6022646835 2025-04-14 2023 2025-03-06 01:10:19Z MILTON LIU 2831 N 31ST AVENUE PHOENIX AZ 85009 2811324 0 X N/A X 2009 AZ TO SUPPORT AND BENEFIT THE PURPOSES OF ST MARY'S FOOD BANK ALLIANCE. 6 6 0 7 0 0 0 0 0 0 1213470 2235182 0 0 1213470 2235182 4000000 0 0 0 0 0 0 0 0 101863 105298 4101863 105298 -2888393 2129884 69034695 77218798 0 0 69034695 77218798 TO SUPPORT AND BENEFIT THE PURPOSES OF ST MARY'S FOOD BANK ALLIANCE. 0 0 THE FOUNDATION RAISES FUNDS FOR THE SUPPORT AND BENEFIT OF AND TO CARRY OUT THE PURPOSES OF ST MARY'S FOOD BANK ALLIANCE ("ST. MARY'S"), A NONPROFIT ORGANIZATION. THE FOUNDATION MANAGED INVESTMENTS AND PROVIDED SUPPORT TO ST. MARY'S. 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 0 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 6 6 0 1 0 0 1 1 1 1 0 0 0 1 1 1 1 0 0 0 0 0 X TINA LYONS 6022423663 2831 N 31ST AVE PHOENIX AZ 85009 JOE CLANCY BOARD PRESIDENT 1.00 2.00 X X 0 0 0 MATTHEW HARRISON VICE PRESIDENT 1.00 X X 0 0 0 TROY MCNEMAR SECRETARY 1.00 1.00 X X 0 0 0 CAROLYN JENKINS-BOWER TREASURER 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 ERIK OLSSON DIRECTOR (THRU AUG 2023) 1.00 X 0 0 0 MILTON LIU PRESIDENT & CEO (STARTING JUNE 2023) 1.00 41.00 X 0 250044 22601 TINA LYONS VP OF FINANCE (AS OF FEB 2024) 1.00 40.00 X 0 115590 24102 SARAH STUCKEY CFO (THRU FEB 2024) 1.00 40.00 X 0 196769 19967 0 562403 66670 0 0 1 0 0 2008523 2008523 802801 576142 226659 226659 226659 2235182 0 0 2235182 105298 105298 105298 0 105298 0 2397 2681 69032298 77216117 69034695 77218798 0 0 X 69034695 77218798 69034695 77218798 69034695 77218798 2129884 6054219 0 X 0 1 X 1 0 X X X 1 ST MARY'S FOOD BANK ALLIANCE 237353532 7 1 0 0 1 0 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 A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND, ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES FOR THIS ORGANIZATION. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT ARE NOT A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME WOULD BE TAXABLE. THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF THEIR POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. AT JUNE 30, 2024, 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 2021, 2022 AND 2023 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. 0 0 0 0 0 0 0 0 0 MILTON LIU PRESIDENT & CEO (STARTING JUNE 2023) 0 211545 0 0 0 38499 0 0 0 22601 0 272645 0 0 SARAH STUCKEY CFO (THRU FEB 2024) 0 195980 0 200 0 589 0 5649 0 14318 0 216736 0 0 SCHEDULE J, PART 1 THE FILING ORGANIZATION DOES NOT COMPENSATE EMPLOYEES. MANAGEMENT OF THE FILING ORGANIZATION ARE COMPENSATED BY ST. MARY'S FOOD BANK ALLIANCE, A RELATED 501(C)(3) NOT FOR PROFIT ENTITY, FOR SERVICES PROVIDED TO ST MARY'S FOOD BANK ALLIANCE AND IT AFFILIATES. FORM 990, PART VI, SECTION A, LINE 3 EMPLOYEES OF ST. MARY'S FOOD BANK ALLIANCE PROVIDE DAY TO DAY MANAGEMENT OF THE SMFB 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 ST MARY'S FOOD BANK'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 ORGANIZATION'S CEO, CFO, AND VP OF FINANCE ARE COMPENSATED BY A RELATED ORGANIZATION, ST MARY'S FOOD BANK ALLIANCE. THIS ORGANIZATION HAS A PROCESS IN PLACE FOR DETERMINING THEIR COMPENSATION AS IT RELATES TO SERVICES THEY PROVIDE TO ST MARY'S FOOD BANK ALLIANCE AND IT AFFILIATES. 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 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0