2025-08-15T09:57:41-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-10-01 271838305 THE VILLAGE AT OASIS PARK PHASE I VILL 4809693800 924 N COUNTRY CLUB DRIVE MESA AZ 85201 SHARAREH NAJAFI-PIPER CEO 4809693800 2025-08-14 1 0 KURT BENNION CPA P01469618 4252506100 2025-08-12 2023 2025-03-06 01:10:19Z SHARAREH NAJAFI-PIPER 924 N COUNTRY CLUB DRIVE MESA AZ 85201 146482 0 X N/A X 2009 AZ PROVIDE LOW-INCOME HOUSING TO PERSONS WITH DISABILITIES. 11 9 0 11 0 0 0 0 141486 145759 72 723 0 0 141558 146482 0 0 0 0 0 0 0 0 0 216361 196570 216361 196570 -74803 -50088 2266387 2252370 209506 245577 2056881 2006793 PROVIDE LOW-INCOME HOUSING TO PERSONS WITH DISABILITIES. 0 0 172777 0 144052 PROVIDE LOW-INCOME HOUSING TO PERSONS WITH DISABILITIES. 172777 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 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 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 9 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X JOE KEEPER 4809693800 924 N COUNTRY CLUB DRIVE MESA AZ 85201 DAVID DAY CHAIR 0.25 3.75 X X 0 0 0 HOLLY WILLIAMS VICE CHAIR 0.25 3.75 X X 0 0 0 CRAIG CARDON TREASURER 0.25 3.75 X X 0 0 0 DON FOWLS MD SECRETARY 0.25 3.75 X X 0 0 0 ABRAHAM BARTON DIRECTOR 0.25 3.75 X 0 0 0 PATRICK CARDON DIRECTOR 0.25 3.75 X 0 0 0 WILFORD CARDON IMMEDIATE PAST CHAIR 0.25 3.75 X 0 0 0 BRIAN KOTSUR DIRECTOR 0.25 3.75 X 0 0 0 BRIAN MIDDLETON DIRECTOR 0.25 3.75 X 0 0 0 TOM SIMPLOT DIRECTOR 0.25 3.75 X 0 0 0 JON SCOTT WILLIAMS DIRECTOR 0.25 3.75 X 0 0 0 SHARAREH NAJAFI-PIPER CEO 1.00 49.00 X 0 564882 47886 MARTIN QUINTANA CFO 1.00 49.00 X 0 123208 4301 0 688090 52187 0 0 1 0 0 RESIDENTIAL HOUSING 531110 144052 144052 INCIDENTAL INCOME 531110 1707 1707 145759 723 723 146482 144052 0 2430 13713 13713 10080 10080 88382 88382 80076 80076 OTHER EXPENSES 2455 2455 EQUIPMENT 1764 1764 SUPPLIES 100 100 196570 172777 23793 0 8880 28925 96147 101017 29139 66251 3011021 960076 2131021 2050945 1200 5232 2266387 2252370 2732 3181 4193 4001 202581 238395 209506 245577 X -282319 -332407 2339200 2339200 2056881 2006793 2266387 2252370 -50088 0 X X 0 1 X 1 0 X X 1 MARC COMMUNITY RESOURCES INC 860137109 10 1 196570 0 1 196570 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 X 2863487 831316 2032171 147534 128760 18774 2050945 DUE TO RELATED ORGANIZATIONS 238395 238395 X 146482 0 146482 0 146482 196570 0 196570 0 196570 PART IV, LINE 2B: VILLAGE AT OASIS PARK PHASE I HOLDS SECURITY DEPOSITS FOR TENANTS. THE SECURITY DEPOSIT, LESS THE COST OF ANY REPAIRS, IS RETURNED TO THE TENANT AT THE END OF THE LEASE. PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. MANAGEMENT OF THE ORGANIZATION BELIEVES THAT THEY HAVE APPROPRIATE SUPPORT FOR TAX POSITIONS TAKEN AND, AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT RESULT IN A MATERIAL IMPACT ON THE ORGANIZATION'S FINANCIAL POSITION OR STATEMENT OF ACTIVITIES. THE ORGANIZATION WOULD RECOGNIZE ANY FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. 0 0 0 0 0 0 0 0 0 SHARAREH NAJAFI-PIPER CEO 0 359000 0 175854 0 30028 0 22500 0 25386 0 612768 0 0 PART I, LINE 3 THE CEO'S COMPENSATION IS DETERMINED BY COPA HEALTH, A RELATED ORGANIZATION. THE FOLLOWING WERE USED BY COPA HEALTH IN DETERMINING THE CEO'S COMPENSATION: 1. INDEPENDENT COMPENSATION CONSULTANT 2. FORM 990 OF OTHER ORGANIZATIONS 3. COMPENSATION SURVEY OR STUDY 4. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS WILFORD CARDON, CRAIG CARDON AND PATRICK CARDON HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 THE FILING ORGANIZATION CONTRACTED WITH ONE OF ITS RELATED ORGANIZATIONS, COPA HEALTH, INC. (COPA), FOR MANAGEMENT AND PROGRAMMATIC SERVICES (MEDICAL STAFF SERVICES). COPA PROVIDES THE CEO AND CFO FOR THE FILING ORGANIZATION AND THEY WERE PAID THE FOLLOWING BY COPA RESPECTIVELY DURING THE FISCAL YEAR FOR THE SERVICES THEY PROVIDED TO THE FILING ORGANIZATION. SHARAREH NAJAFI-PIPER, CEO - $11,298 MARTIN QUINTANA, CFO - $2,464 AS COPA AND THE FILING ORGANIZATION ARE RELATED ORGANIZATIONS, THE CALENDAR YEAR 2023 COMPENSATION AND BENEFITS FOR THE CEO AND CFOS ARE REPORTED ON FORM 990, PART VII, SECTION A, COLUMNS E AND F AND SCHEDULE J, PART II, ROW (II). FORM 990, PART VI, SECTION A, LINE 6 COPA HEALTH, INC (COPA) IS THE SOLE MEMBER OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE FULL BOARD OF DIRECTORS AND OFFICERS OF COPA ACT AS THE FULL BOARD OF DIRECTORS AND OFFICERS FOR THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ACTS REQUIRE APPROVAL FROM THE SOLE MEMBER: (1) AMENDMENTS TO THE ORGANIZATION'S BYLAWS, AND (2) BORROWING MONEY FROM ANY LENDER. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 WAS REVIEWED BY THE CFO AND CEO AND IT WAS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ENFORCING AGENCY POLICY ON CONFLICTS OF INTEREST IS THE RESPONSIBILITY OF THE ENTERPRISE RISK, AUDIT, AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. THIS COMMITTEE DEDICATES ONE MEETING PER YEAR TO: (1) ENSURE ALL CONFLICT OF INTEREST STATEMENTS HAVE BEEN RECEIVED, (2) ENSURE CONFLICTS ARE FULLY UNDERSTOOD AND IMPLICATIONS DISCUSSED AND DISPOSITION AGREED UPON, (3) ENSURE THAT BOARD MEMBERS WITH CONFLICTS, IF ANY, FOLLOW POLICY WITH RESPECT TO VOTING ON MATTERS THAT THEY MAY HAVE A CONFLICT WITH, AND (4) RECOMMEND ENHANCEMENTS TO EXISTING FORMS, POLICIES, AND TRAINING RELATED TO CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT CURRENTLY HAVE ANY PAID OFFICERS OR EMPLOYEES. HOWEVER, A COMPENSATION POLICY IS IN PLACE THAT WOULD REQUIRE THE BOARD AS A WHOLE, AS THE EXECUTIVE COMMITTEE, TO REVIEW THE COMPENSATION OF ALL OFFICERS BY COMPARING THEIR COMPENSATION TO COMPENSATION OF INDIVIDUALS IN LIKE POSITIONS, IN LIKE ORGANIZATIONS USING FORMS 990, COMPENSATION STUDIES, AND OTHER AVAILABLE DATA. THE BOARD OR COMMITTEE WOULD THEN APPROVE ANY CHANGES IN COMPENSATION BASED ON THIS INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE, IN A TIMELY MANNER, COPIES OF ALL POLICIES, THE AUDITED FINANCIAL STATEMENTS, AND/OR THE GOVERNING DOCUMENTS, WHEN REQUESTED IN WRITING OR IN PERSON. FORM 990, PART XII, LINE 2C: THE ORGANIZATION WILL PROVIDE, IN A TIMELY MANNER, COPIES OF ALL POLICIES, THE AUDITED FINANCIAL TATEMENTS, AND/OR THE GOVERNING DOCUMENTS, WHEN REQUESTED IN WRITING OR IN PERSON. COPA HEALTH INC 924 N COUNTRY CLUB DRIVE MESA AZ 85201 864608444 SUPPORT AND PROGRAMMATIC RESOURCES AZ 501(C)(3) LINE 12B, II N/A 0 MARC COMMUNITY RESOURCES INC 924 N COUNTRY CLUB DRIVE MESA AZ 85201 860137109 SERVES MENTALLY ILL AND I/DD POPULATIONS AZ 501(C)(3) LINE 10 COPA HEALTH 0 THE MARC FOUNDATION 924 N COUNTRY CLUB DRIVE MESA AZ 85201 860604565 PLANNED GIVING AZ 501(C)(3) LINE 12B, II COPA HEALTH 0 PARTNERS IN RECOVERY LLC 924 N COUNTRY CLUB DRIVE MESA AZ 85201 264681471 SERVING THE SERIOUSLY MENTALLY ILL POPULATION AZ 501(C)(3) LINE 10 COPA HEALTH 0 ADVOCATES FOR THE DISABLED 924 N COUNTRY CLUB DRIVE MESA AZ 85201 860285294 ASSIST WITH GOVERNMENT BENEFITS AZ 501(C)(3) LINE 7 COPA HEALTH 0 VILLAGES AT OASIS PARK PHASE II 924 N COUNTRY CLUB DRIVE MESA AZ 85201 273345879 SPECIAL NEEDS HOUSING AZ 501(C)(3) LINE 12B, II COPA HEALTH 0 LA VICTORIA COMMONS LP 924 N COUNTRY CLUB DRIVE MESA AZ 85201 921889377 LIHTC HOUSING COMMUNITY AZ N/A 0 0 LA VICTORIA COMMONS 4 LIHTC LP 924 N COUNTRY CLUB DRIVE MESA AZ 85201 990445412 LIHTC HOUSING COMMUNITY AZ N/A 0 0 TECMARC 924 N COUNTRY CLUB DRIVE MESA AZ 85201 262119128 PROPERTY MANAGEMENT AZ N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0