2025-08-11T10:34:48-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 10100 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2022-10-01 311655066 INTERMOUNTAIN FOUNDATION INTE 5207211887 PO BOX 86537 TUCSON AZ 85754 JAMES L VITT CFO 5207211887 2025-08-09 1 0 KURT BENNION CPA P01469618 4252506100 2025-08-09 2022 2025-03-06 01:10:19Z ROSE LOPEZ PO BOX 86537 TUCSON AZ 85754 3639161 0 X WWW.INTERMOUNTAINCENTERS.ORG X 1998 AZ MANAGEMENT OF REAL AND PERSONAL PROPERTY IN SUPPORT OF INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT. 6 6 0 6 0 0 1584600 2118043 616084 1131907 126451 141029 0 0 2327135 3390979 64201 439209 0 0 24120 22523 0 0 0 634009 1345121 722330 1806853 1604805 1584126 13364806 22177109 3917642 6773367 9447164 15403742 TO MANAGE REAL AND PERSONAL PROPERTY INCLUDING OVERSIGHT OF ALL CASH AND INVESTEMENTS IN SUPPORT OF INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT, A NONPROFIT HUMAN SERVICES ORGANIZATION. 0 0 1742939 439209 1131907 TO MANAGE REAL AND PERSONAL PROPERTY INCLUDING OVERSIGHT OF ALL CASH AND INVESTMENTS IN SUPPORT OF INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT, A NONPROFIT HUMAN SERVICES ORGANIZATION. 1742939 1 1 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X JAMES L VITT 5207211887 PO BOX 86537 TUCSON AZ 85754 ROSE LOPEZ PRESIDENT & CEO 0.50 44.00 X 0 389278 8192 JAMES L VITT CFO 0.50 44.00 X 0 169187 13212 GREG BRYSON BOARD PRESIDENT 0.50 4.50 X X 0 0 0 TAMMY KASTRE MD VICE PRESIDENT 0.50 1.00 X X 0 0 0 PATRICIA TREEFUL SECRETARY/TREASURER 0.50 1.00 X X 0 0 0 MIMI COOMLER DIRECTOR 0.50 4.50 X 0 0 0 BRANDT HAZEN DIRECTOR 0.50 4.50 X 0 0 0 WILLIAM HAZEN DIRECTOR 0.50 1.00 X 0 0 0 0 558465 21404 0 0 1 0 0 1585924 532119 2118043 RENTAL INCOME 531110 1131907 1131907 1131907 107120 107120 282091 248182 0 -248182 282091 33909 33909 3390979 1131907 0 141029 439209 439209 18497 18497 3564 3564 462 462 37888 37888 13826 13826 12200 12200 26343 26343 11282 11282 3230 3230 461354 461354 128234 128234 550603 550603 96261 96261 OTHER EXPENSES 3900 3900 1806853 1742939 63914 0 249930 558894 705165 1016398 9636 28000 19754665 4069500 9137838 15685165 3260409 4692750 1828 195902 13364806 22177109 79472 202321 630312 1720 2818 3727069 5006886 109381 931030 3917642 6773367 X 9447164 15403742 9447164 15403742 13364806 22177109 X 1584126 539484 3814935 18033 X 0 0 0 X X 1 INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 850254535 10 1 1806853 0 1 1806853 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1677007 1677007 17110803 3609419 13501384 527199 219234 307965 240847 240847 0 198809 198809 15685165 DUE TO AFFILIATES 931030 931030 PART IV, LINE 2B: TENANT RENT DEPOSITS ARE KEPT IN A SEPARATE ACCOUNT. DEPOSITS ARE RETURNED TO TENANTS, LESS THE COST OF ANY REPAIRS, UPON TERMINATION OF A LEASE. 1 CITY OF TUCSON PARKS AND RECREATION 900 S RANDOLPH WAY TUCSON AZ 85716 CITY OF TUCSON 433376 3680 COST EQUIPMENT SENSORY PARK 1 0 PART I, LINE 2: INTERMOUNTAIN CENTERS AND TUCSON PARKS AND RECREATION ARE BUILDING A NEW AUTISM-FRIENDLY PARK LOCATED ADJACENT TO INTERMOUNTAIN'S NEW INTEGRATED CARE CENTER FOR CHILDREN, 401 N. BONITA AVE. THE PARK FEATURES WILL INCLUDE A SEPARATE SENSORY PLAY SPACE FOR YOUNGER KIDS (AGES 2-5) AND OLDER KIDS (AGES 5-12), AS WELL AS FIVE THEMED ZONES THAT HAVE SENSORY PLAYSCAPES AND EQUIPMENT. IT WILL ALSO HAVE FEATURES FOR CHILDREN WITH PHYSICAL DISABILITIES AND PLENTY OF SHADE SAILS AND TREES. 0 0 0 0 0 0 0 0 0 ROSE LOPEZ PRESIDENT & CEO 0 389278 0 0 0 0 0 1500 0 6692 0 397470 0 0 JAMES L VITT CFO 0 169187 0 0 0 0 0 1500 0 11712 0 182399 0 0 PART I, LINE 3 THE ORGANIZATION'S CEO IS EMPLOYED BY THE PARENT ORGANIZATION, INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT (ICHD). ICHD UTILIZES A COMPENSATION COMMITTEE AND REQUIRES ANNUAL APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 2 BRANDT HAZEN AND WILLIAM HAZEN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 ALL MANAGEMENT SERVICES ARE PROVIDED BY INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT, A RELATED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT, AN ARIZONA NONPROFIT CORPORATION, IS THE SOLE MEMBER OF INTERMOUNTAIN FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION'S BOARD OF DIRECTORS SUBMITS NOMINATIONS OF QUALIFIED CANDIDATES TO INTERMOUNTAIN'S BOARD OF DIRECTORS. ALL NEW MEMBERS ARE ELECTED BY THE BOARD MEMBERS OF INTERMOUNTAIN. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS OF INTERMOUNTAIN, UPON A MAJORITY VOTE, MAY REMOVE A MEMBER OF THE FOUNDATION'S BOARD UPON FAILURE, WITHOUT EXCUSE, TO ATTEND THREE CONSECUTIVE FOUNDATION BOARD MEETINGS, OR AT THE DISCRETION OF THE INTERMOUNTAIN BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS PREPARED BY AN INDEPENDENT CPA USING INFORMATION PROVIDED BY THE ORGANIZATION'S ACCOUNTING STAFF. THE FORM 990 WAS REVIEWED BY THE BOARD TREASURER AND THE CFO AFTER FILING AND WAS THEN PRESENTED TO THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY AS PART OF ITS HUMAN RESOURCES POLICIES AND PROCEDURES HANDBOOK THAT COVERS ALL EMPLOYEES. EMPLOYEES ARE RESPONSIBLE FOR FILING A WRITTEN DISCLOSURE OF ANY INTERESTS AND FOR ABIDING BY THE DECISION OF THE CEO OR DESIGNEE REGARDING THE EXISTENCE OF ANY CONFLICT OF INTEREST. A POTENTIAL CONFLICT OF INTEREST INVOLVING THE CEO WILL BE REFERRED TO THE BOARD OF DIRECTORS FOR RESOLUTION. THE ORGANIZATION ALSO HAS A CONFLICT OF INTEREST POLICY INVOLVING BOARD MEMBERS. EACH BOARD MEMBER SHALL SUBMIT AN ANNUAL DISCLOSURE STATEMENT THAT CONTAINS ACCURATE AND COMPLETE INFORMATION REGARDING ANY DIRECT OR INDIRECT TRANSACTIONS OR RELATIONSHIPS BETWEEN THE BOARD MEMBER AND THE CORPORATION AND ANY PROVIDER THAT PROVIDES SERVICES TO THE CORPORATION. ALL CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY THE BOARD'S LEGAL COMMITTEE AND, SHOULD A CONFLICT OF INTEREST BE DETERMINED, THE BOARD CHAIR IS NOTIFIED AND THE BOARD MEMBER IS INFORMED. NO BOARD MEMBER SHALL PARTICIPATE IN ANY DELIBERATION OR VOTE OF THE BOARD OF DIRECTORS REGARDING A TRANSACTION OR ISSUE IN WHICH THE BOARD MEMBER HAS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 ALL OFFICERS ARE EMPLOYED BY THE PARENT ORGANIZATION, INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT (ICHD). ALL COMPENSATION IS DETERMINED BY THE PARENT ORGANIZATION AND ITS POLICIES FOR DETERMINING COMPENSATION. THE COMPENSATION OF THE ORGANIZATION'S CEO AND OTHER OFFICERS OR KEY EMPLOYEES IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE BOARD OF DIRECTORS WILL PROVIDE THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON INTEREST RATE SWAP 18,033. ZIA APARTMENTS LLC PO BOX 86537 TUCSON AZ 85754 311655066 HOLDING AND MANAGING REAL PROPERTY AZ 0 249973 INTERMOUNTAIN FOUNDATION SUMMIT HOUSE LLC PO BOX 86537 TUCSON AZ 85754 311655066 HOLDING AND MANAGING REAL PROPERTY AZ 0 0 INTERMOUNTAIN FOUNDATION KIVA HOUSE LLC PO BOX 86537 TUCSON AZ 85754 311655066 HOLDING AND MANAGING REAL PROPERTY AZ 0 60000 INTERMOUNTAIN FOUNDATION SUNRISE RANCH HOUSE LLC PO BOX 86537 TUCSON AZ 85754 311655066 HOLDING AND MANAGING REAL PROPERTY AZ 0 196163 INTERMOUNTAIN FOUNDATION ANGEL HOUSE LLC PO BOX 86537 TUCSON AZ 85754 311655066 HOLDING AND MANAGING REAL PROPERTY AZ 0 253803 INTERMOUNTAIN FOUNDATION WINSTEL HOUSE LLC PO BOX 86537 TUCSON AZ 85754 311655066 HOLDING AND MANAGING REAL PROPERTY AZ 0 187890 INTERMOUNTAIN FOUNDATION COMMUNITY BEHAVIORAL HEALTH PROPERTIES OF SOUTHERN ARIZONA LLC PO BOX 86537 TUCSON AZ 85754 311655066 HOLDING AND MANAGING REAL PROPERTY AZ 389305 4883854 INTERMOUNTAIN FOUNDATION INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT PO BOX 86537 TUCSON AZ 85754 850254535 BEHAVIORAL HEALTHCARE AZ 501(C)(3) LINE 10 N/A 0 INTERMOUNTAIN HEALTH CENTER INC PO BOX 86537 TUCSON AZ 85754 421582826 BEHAVIORAL HEALTHCARE AZ 501(C)(3) LINE 10 INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 0 CATALINA HOUSING FOUNDATION INC PO BOX 86537 TUCSON AZ 85754 860983490 HOUSING FACILITIES AZ 501(C)(3) LINE 10 INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 0 BEHAVIORAL CONSULTATION SERVICES INC PO BOX 86537 TUCSON AZ 85754 812107532 BEHAVIORAL HEALTHCARE AZ 501(C)(3) LINE 10 INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 0 PINAL HISPANIC COUNCIL PO BOX 86537 TUCSON AZ 85754 860585274 SUBSTANCE ABUSE COUNSELING AND DRUG PREVENTION AZ 501(C)(3) LINE 10 INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 0 COMMUNITY PARTNERS INC PO BOX 86537 TUCSON AZ 85754 463153400 SUPPORT THE PROVISION OF QUALITY HEALTHCARE AZ 501(C)(3) LINE 12B, II INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 0 COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA INC PO BOX 86537 TUCSON AZ 85754 860792518 BEHAVIORAL HEALTHCARE AZ 501(C)(3) LINE 7 COMMUNITY PARTNERS 0 SONRISA APARTMENTS INC PO BOX 86537 TUCSON AZ 85754 270326025 MULTI-FAMILY HOUSING FOR PERSONS WITH SERIOUS MENTAL ILLNESS AZ 501(C)(3) LINE 10 COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA 0 MENTAL HEALTH RESOURCES INC PO BOX 86537 TUCSON AZ 85754 860277999 RE-ENTRY HOUSING FACILITIES AZ 501(C)(3) LINE 10 INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 0 AZCARES ACO LLC PO BOX 86537 TUCSON AZ 85754 880628030 FACILITATE HEALTH CARE DELIVERY AZ N/A 0 0 COMMUNITY PARTNERS BUSINESS SOLUTIONS INC PO BOX 86537 TUCSON AZ 85754 474059264 FOOD AND EVS SERVICES AZ N/A C 0 COMMUNITY PARTNERS INTEGRATED HEALTHCARE INC PO BOX 86537 TUCSON AZ 85754 464971292 INTEGRATED BEHAVIORAL AND PHYSICAL HEALTH SERVICES AZ N/A C 0 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0