2026-02-16T09:40:31-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 80 E RIO SALADO PARKWAY SUITE 200 TEMPE AZ 85281 990 2024-07-01 860407179 SOUTHWEST HUMAN DEVELOPMENT INCORPORATED SOUT 6022665976 2850 NORTH 24TH STREET PHOENIX AZ 85008 JEANETTE RAMOS CFO 6022665976 2026-02-11 1 1 ERIN SPARKS P01432691 6022662248 2026-02-11 2024 2025-03-06 01:10:19Z X GINGER WARD 2850 NORTH 24TH STREET PHOENIX AZ 85008 82282264 0 X WWW.SWHD.ORG X 1981 AZ STRENGTHENING THE FOUNDATION ARIZONA'S CHILDREN NEED FOR A GREAT START IN LIFE. 22 22 968 4425 0 0 82204495 68783936 1740025 1692488 964355 1674289 -25616 28273 84883259 72178986 109117 164567 0 0 53698930 51580152 0 0 967837 32274403 25705846 86082450 77450565 -1199191 -5271579 68814188 61473788 15137589 11807307 53676599 49666481 X SOUTHWEST HUMAN DEVELOPMENT STRENGTHENS THE FOUNDATION ARIZONA'S CHILDREN NEED FOR A GREAT START IN LIFE. 0 0 21346311 0 60717 HEAD START AND EARLY HEAD START: THE PROGRAMS WORK WITH INCOME-ELIGIBLE FAMILIES TO PROVIDE A VARIETY OF EDUCATIONAL, HEALTH, DENTAL, NUTRITIONAL AND SOCIAL SERVICE RESOURCES. HEAD START PROVIDES CHILDREN WITH HIGH-QUALITY PRESCHOOL EDUCATION, ALONG WITH HEALTH SCREENINGS, SOCIAL SERVICES AND PARENT TRAINING. EARLY HEAD START HELPS PARENTS WITH CHILD DEVELOPMENT, PARENTING AND LIFE SKILLS DURING THE PRENATAL PERIOD AND IN YEARS BEFORE THEIR BABY IS ELIGIBLE FOR THE PRESCHOOL PROGRAM. EACH OF THESE PROGRAMS HELP FAMILIES LEARN HOW TO ENSURE THEIR CHILDREN ARE READY FOR KINDERGARTEN SUCCESS AND TO SUSTAIN THEIR DEVELOPMENT AND LEARNING PROCESS. TWELVE OF OUR SITES OFFER EXTENDED DAY HOURS THAT OPERATES YEAR-ROUND FROM 7:00AM TO 5:30PM, DIRECTLY ALIGNING WITH OUR MISSION AS THE NATIONAL INSTITUTE FOR EARLY EDUCATION RESEARCH AND OTHERS HAVE FOUND THAT CHILDREN IN FULL-DAY PRESCHOOL PROGRAMS BEGIN KINDERGARTEN BETTER PREPARED THAN CHILDREN IN HALF-DAY PROGRAMS. DURING FISCAL YEAR 2025, SOUTHWEST HUMAN DEVELOPMENT'S PROGRAMS SERVED 830 CHILDREN AT ITS 20 SITES LOCATED AT THE FOLLOWING SCHOOL DISTRICTS: BALSZ, CREIGHTON, OSBORN, AND PARADISE VALLEY. IN ADDITION, SOUTHWEST HUMAN DEVELOPMENT SERVED APPROXIMATELY 319 CHILDREN IN OUR EXTENDED DAY SITES IN FISCAL YEAR 2025. 20618948 0 395798 PROFESSIONAL DEVELOPMENT AND TRAINING AND LITERACY: SOUTHWEST HUMAN DEVELOPMENT OFFERS NATIONALLY RECOGNIZED EDUCATION AND TRAINING PROGRAMS TO PROFESSIONALS AND ORGANIZATIONS WORKING WITH YOUNG CHILDREN ACROSS ARIZONA, THE U.S. AND INTERNATIONALLY. THE AGENCY IS COMMITTED TO TRAINING THAT IS INTERACTIVE AND APPLICABLE TO EVERYDAY WORK WITH CHILDREN AND FAMILIES. KEY ELEMENTS INCLUDE GROUP PARTICIPATION, DISCUSSION OF REAL-LIFE PROBLEMS AND IMPLEMENTATION OF IDEAS LEARNED DURING THE TRAINING EXPERIENCE. CORE PROGRAMS INCLUDE LANGUAGE AND LITERACY COMMUNITIES, QUALITY FIRST ACADEMY, QUALITY FIRST ASSESSMENT AND QUALITY FIRST COACHING / INCENTIVES. DURING FISCAL YEAR 2025, WE PROVIDED 8,295 COACHING HOURS TO EARLY CARE AND EDUCATION PROFESSIONALS, TRAINED 1,624 EARLY CARE AND EDUCATION PROFESSIONALS AND PERFORMED 3,438 CHILD CARE ASSESSMENTS. OUR EARLY COMMUNICATION, LANGUAGE AND LITERACY PROGRAMS HELP YOUNG CHILDREN BUILD THE SKILLS THEY NEED TO BECOME SUCCESSFUL READERS NOW, WHILE LAYING THE FOUNDATION FOR LIFELONG LITERACY. DURING FISCAL YEAR 2025, WE SERVED 65,204 CHILDREN AND PARTNERED WITH 50 MEDICAL PRACTICES. ALSO CENTRAL TO THIS WORK IS THE PROFESSIONAL DEVELOPMENT INSTITUTE (PDI) AT EDUCARE ARIZONA, WHICH WAS FOUNDED IN 2018 WITH THE VISION TO ACT AS THE STATE'S LEADING EARLY LEARNING PROFESSIONAL WORKFORCE DEVELOPMENT ENTITY. ITS GOAL IS TO IMPROVE EARLY CHILDHOOD EDUCATION TEACHER QUALITY AND PRACTICE, WHICH WILL LEAD TO BETTER OUTCOMES FOR CHILDREN, INCLUDING PREPARATION FOR KINDERGARTEN AND BEYOND. A CENTRALIZED INSTITUTE AT EDUCARE ARIZONA BRINGS ALL OF THE COMPONENTS NEEDED FOR A HIGH-QUALITY EARLY CHILDHOOD EDUCATION PROFESSIONAL DEVELOPMENT TO ONE PLACE, ACTING AS A LIVING LABORATORY AND PROVIDING THE OPPORTUNITY FOR DIRECT OBSERVATION OF HIGH-QUALITY TEACHING PRACTICES AND ENVIRONMENTS AND HANDS-ON LEARNING FOCUSED ON INDIVIDUAL TEACHER AND/OR DIRECTOR PROFESSIONAL DEVELOPMENT NEEDS. DURING FISCAL YEAR 2025, THE PDI PERFORMED 3,482 COACHING SESSIONS TO CHILD CARE CENTERS, TRAINED 2,393 EARLY CARE AND EDUCATION PROFESSIONALS. THE SUPPORT LINE RECEIVED 657 CALLS TO ASSIST CHILD CARE CENTERS AND 53 CHILD CARE CENTERS WERE ENROLLED IN BOOKKEEPING SESSIONS. 10860201 8707 0 FAMILY SUPPORT SERVICES AND CHILD WELFARE: SOUTHWEST HUMAN DEVELOPMENT OFFERS AN ARRAY OF EDUCATION AND SUPPORT SERVICES TO HELP PARENTS AND CAREGIVERS AS THEY RAISE THEIR CHILDREN. WE BELIEVE THAT ALL CAREGIVERS HAVE THE DESIRE TO IMPROVE THEIR PARENTING SKILLS, WHILE PROMOTING POSITIVE PARENT-CHILD INTERACTIONS, ENHANCING THEIR CHILD'S HEALTH AND DEVELOPMENT, AND INCREASING THEIR FAMILY'S ECONOMIC WELL-BEING. OUR PROGRAMS INCLUDE FOSTER CARE AND ADOPTIONS STUDIES, HEALTHY FAMILIES, AND KINSHIP CARE AND ADOPTIONS. DURING FISCAL YEAR 2025, THESE PROGRAMS SERVED A MONTHLY AVERAGE OF 1,406 CHILDREN AND PARENTS AND CAREGIVERS, PERFORMED A MONTHLY AVERAGE OF 274 VISITS AND PERFORMED 364 HOME ASSESSMENTS FOR THE FISCAL YEAR. 6594595 0 75866 MENTAL HEALTH AND CHILD DEVELOPMENT: THE BIRTH TO FIVE HELPLINE/FUSSY BABY PROGRAM, A FREE, STATEWIDE QUESTION LINE, AVAILABLE MONDAY THROUGH FRIDAY 8 A.M. TO 8 P.M., FOR PARENTS, CAREGIVERS AND PROFESSIONALS WITH QUESTIONS OR CONCERNS ABOUT CHILDREN BIRTH TO 5. WE ALSO PROVIDE MENTAL HEALTH CONSULTATION TO EARLY CARE AND EDUCATION PROGRAMS AND PROVIDERS THROUGHOUT THE STATE THROUGH OUR SMART SUPPORT PROGRAM. THE AZ STEPS PROGRAM PROVIDES TRAINING, CONSULTATION AND SUPPORT TO HELP CHILD CARE PROVIDERS PREVENT SUSPENSIONS AND EXPULSIONS WHILE STRENGTHENING THEIR ABILITY TO SUPPORT ALL CHILDREN. OUR HARRIS INFANT AND EARLY CHILDHOOD MENTAL HEALTH TRAINING INSTITUTE OFFERS TWO INTENSIVE TRAINING PROGRAMS FOR MENTAL HEALTH CLINICIANS AND OTHER PROFESSIONALS WORKING WITH YOUNG CHILDREN. DURING FISCAL YEAR 2025, THE BIRTH TO FIVE HELPLINE HAD 1,896 CALLS; SMART SUPPORT PROVIDED 5,116 VISITS TO EARLY CARE AND EDUCATION PROGRAMS ACROSS THE STATE, AZ STEPS TRAINED/CONSULTED WITH 475 CHILD CARE PROFESSIONALS, AND THE HARRIS PROGRAM GRADUATED 29 STUDENTS. 5994331 0 1160107 HEALTH AND DEVELOPMENTAL SERVICES (FORMALLY KNOWN AS SERVICES FOR CHILDREN WITH DISABILITIES): THE AGENCY PROVIDES A COMPREHENSIVE LIST OF SERVICES FOR CHILDREN WITH DISABILITIES AND THEIR FAMILIES. SOUTHWEST HUMAN DEVELOPMENT'S BIRTH TO FIVE CENTER OF EXCELLENCE (COE) PROVIDES COMPREHENSIVE DISABILITIES AND MENTAL HEALTH SERVICES AND SUPPORT FOR YOUNG CHILDREN. THE COE IS FOCUSED ON THE HEALTH AND WELL-BEING OF CHILDREN BIRTH TO FIVE WITH COMPLEX DEVELOPMENTAL DISABILITIES (AUTISM, FEEDING DISORDERS, ABUSE AND TRAUMA) BY PROVIDING STATE-OF-THE-ART, COMPREHENSIVE ASSESSMENT, TREATMENT PLANNING, AND INTERVENTION SERVICES. OUR INTEGRATED MODEL, WHICH BLENDS MEDICAL, DEVELOPMENTAL, AND BEHAVIORAL/MENTAL HEALTH APPROACHES, REFLECTS BEST-PRACTICE IN THE FIELD OF EARLY CHILDHOOD. ADDITIONAL SERVICES/PROGRAMS INCLUDES OUR ADAPT SHOP, SMOOTH WAY HOME FRAGILE INFANT PROGRAM (SWH), WHICH INCLUDE VIRTUAL NEONATAL SUPPORT VINES PROGRAM (VINES), THE HIGH RISK PERINATAL PROGRAM (HRPP), NURSE-FAMILY PARTNERSHIP (NFP), AND THE INCLUSION PROGRAM FOR EARLY CARE AND EDUCATION PROVIDERS. DURING FISCAL YEAR 2025, WE SERVED A MONTHLY AVERAGE OF 777 CHILDREN AND FAMILIES, DEVELOPED CUSTOM EQUIPMENT FOR 212 CHILDREN, PROVIDED 1,393 COCAHING SESSIONS TO CHILD CARE PROVIDERS, AND PROVIDED 104 TRAININING SESSIONS TO CHILD CARE PROVIDERS. 155860 155860 0 FAMILY ASSISTANCE GRANTS: DURING FISCAL YEAR 2025, SOUTHWEST HUMAN DEVELOPMENT PROVIDED DIRECT FINANCIAL SUPPORT TO 911 FAMILIES RECEIVING SERVICES THROUGH ITS PROGRAMS WITH RENT, UTILITIES, AND FAMILY BASIC NEEDS. 12744786 155860 1235973 65570246 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 104 1 1 968 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X JEANETTE RAMOS 6022665976 2850 N 24TH STREET PHOENIX AZ 85008 CHRISTINE NOWACZYK CHAIR 2.00 1.00 X X 0 0 0 TOM HOOF VICE CHAIR 2.00 0.00 X X 0 0 0 JULIE SHAW TREASURER 1.00 0.00 X X 0 0 0 ISAIAH WILSON II SECRETARY 1.00 0.00 X X 0 0 0 THERESA ESPARZA DIRECTOR 1.00 0.00 X 0 0 0 MATTHEW FRETZ DIRECTOR 1.00 0.00 X 0 0 0 BEN GOETTER DIRECTOR 1.00 0.00 X 0 0 0 TINA GOUNDER DIRECTOR 1.00 0.00 X 0 0 0 JANEL HOLAS DIRECTOR 1.00 0.00 X 0 0 0 PETER KOLESAR DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL MARSH DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM MCCLUNG DIRECTOR 1.00 0.00 X 0 0 0 BRIDGET OLESIEWICZ DIRECTOR 2.00 0.00 X 0 0 0 DAVID ROTH-GONZALEZ DIRECTOR 1.00 0.00 X 0 0 0 KEVIN SANDLER DIRECTOR 1.00 0.00 X 0 0 0 ANDY SHAW DIRECTOR 1.00 0.00 X 0 0 0 CELESTE TABARES DIRECTOR 1.00 0.00 X 0 0 0 HEMA TATINENI DIRECTOR 1.00 0.00 X 0 0 0 IRENE TAW DIRECTOR 1.00 0.00 X 0 0 0 EDUARDO URQUIDES DIRECTOR 1.00 0.00 X 0 0 0 CATHLEEN WALKER DIRECTOR (LEFT 6/24) 1.00 0.00 X 0 0 0 NAYO WILLIAMS DIRECTOR 1.00 0.00 X 0 0 0 TREVOR YAMADA DIRECTOR 1.00 0.00 X 0 0 0 GINGER WARD CEO 50.00 2.00 X 241294 0 18857 JEANETTE RAMOS CFO 50.00 1.00 X 174440 0 24816 ALISON STEIER CO-DIRECTOR MENTAL HEALTH SERVICES 40.00 0.00 X 167676 0 18823 MICHELLE LUNA-KEPNER VICE PRESIDENT OF HUMAN RESOURCES 50.00 0.00 X 175899 0 7592 OTTO REEMELIN CIO 50.00 0.00 X 158819 0 23406 DOUGLAS ALBRECHT CO-DIRECTOR MENTAL HEALTH SERVICES 35.00 0.00 X 157780 0 23081 JACOB ADAMS CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 169470 0 7253 1245378 0 123828 20 0 1 0 CANDELEN 777 E THOMAS RD SUITE 200 PHOENIX AZ 85014 PROGRAM SUBCONTRACTOR 4380639 EASTER SEALS BLAKE FOUNDATION 7750 E BROADWAY BLVD STE A200 TUCSON AZ 85710 PROGRAM SUBCONTRACTOR 2182925 CHILD & FAMILY RESOURCES INC 2800 E BROADWAY BLVD TUCSON AZ 85716 PROGRAM SUBCONTRACTOR 1612092 AZ SCHOOL MEALS 1235 S 48TH ST TEMPE AZ 85281 FOOD SERVICE AND DISTRIBUTION 857631 CHILDCARE CAREERS LLC 2000 SIERRA POINT PKWY SUITE 702 BRISBANE CA 94005 PROGRAM SUBCONTRACTOR 697937 15 225494 64460378 4098064 20646 68783936 PRIVATE PAYS & INSURANCE PAYMENTS 624100 1654577 1654577 CHILDCARE PAYMENTS 624410 37911 37911 1692488 1129113 1129113 550 550 10483217 27000 9965041 0 518176 27000 545176 545176 43926 225494 133801 -89875 -89875 2880 4436 -1556 -1556 VENDOR DISCOUNTS 900099 104691 104691 MISCELLANEOUS REVENUE 900099 14463 14463 119154 72178986 1692488 0 1702562 X 164567 164567 478763 478763 40213757 36054517 3681063 478177 1499907 1315386 167663 16858 6411895 5920706 437002 54187 2975830 2642940 296981 35909 28872 28872 59630 59630 92752 92752 11917986 10964885 910560 42541 471719 231244 132117 108358 3188297 2639973 494198 54126 1991031 344414 1642602 4015 2027059 923929 1103130 991476 932935 54959 3582 1381854 874601 507253 317144 314481 2663 CHILDCARE CTR MATERIALS 1795738 1795738 TUITION AND TRAINING 565777 520652 44852 273 BAD DEBT EXPENSE 294579 294579 EQUIP RENTAL & MAINT 291016 179796 108004 3216 290916 63963 63021 163932 77450565 65570246 10912482 967837 9183962 3837789 80466 87348 244744 174165 8372209 7089059 658271 614791 22004949 10452166 12404403 11552783 26220961 27228904 7951614 7830747 3697558 3058202 68814188 61473788 7330809 7254070 834625 460108 6972155 4093129 15137589 11807307 X 50653737 46985712 3022862 2680769 53676599 49666481 68814188 61473788 X -5271579 1382328 -120867 X X 0 1 X 1 1 1 X 63193401 62031325 68669841 82204495 68824305 344923367 63193401 62031325 68669841 82204495 68824305 344923367 344923367 2456 600813 919915 1147374 1129663 3800221 169220 81347 84034 84278 119154 538033 349261621 11255361 0.98760 0.99010 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 35,987. 2021 AMOUNT: $ 18,328. 2022 AMOUNT: $ 19,014. 2023 AMOUNT: $ 7,907. 2024 AMOUNT: $ 14,463. INSURANCE CLAIMS - 2020 AMOUNT: $ 66,768. 2021 AMOUNT: $ 6,204. 2022 AMOUNT: $ 1,937. VENDOR DISCOUNTS - 2020 AMOUNT: $ 66,465. 2021 AMOUNT: $ 56,815. 2022 AMOUNT: $ 63,083. 2023 AMOUNT: $ 76,371. 2024 AMOUNT: $ 104,691. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17643499 8247866 9395633 4344850 2204300 2140550 16600 16600 11552783 INVESTMENT IN EDUCARE ARIZONA 7830747 C 7830747 DEFERRED COMPENSATION 474925 OPERATING LEASE LIABILITIES 1985312 DUE TO FIRST THINGS FIRST 1632892 4093129 X PART X, LINE 2: THE ORGANIZATION HAS BEEN GRANTED TAX-EXEMPT STATUS AS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE IRC. MANAGEMENT BELIEVES THAT NO UNCERTAIN TAX POSITIONS EXIST FOR THE ORGANIZATION AS OF JUNE 30, 2025 AND 2024. GOLF EVENT 162466 118540 43926 19111 11681 4922 20599 PLAY FEST 73489 73489 18111 3644 13040 17477 3 33465 33465 3900 2106 5118 5071 9021 269420 225494 43926 3900 39328 20443 23033 47097 133801 -89875 1 RENT ASSISTANCE 48 66449 0 N/A N/A UTILITIES ASSISTANCE 23 8539 0 N/A N/A BASIC NEEDS OR FAMILY ITEMS 840 89579 0 N/A N/A PART I, LINE 2: FAMILY ASSISTANCE: WE RECEIVE FUNDING TO ASSIST THE FAMILIES WE SERVE. WE HAVE AN APPLICATION PROCESS, AND ALL APPLICANTS ARE REQUIRED TO COMPLETE AN APPLICATION AND PROVIDE ADDITIONAL SUPPORT DEPENDING ON THE NEED OF THE FAMILY. THE APPLICATION PROCESS STARTS WITHIN OUR INTERNAL PROGRAMS AND THE NEED IN THE COMMUNITY. THE COMPLETE APPLICATION IS REVIEWED BY THE DIRECTOR OF THE PROGRAM AND THEN FORWARDED TO THE CEO FOR APPROVAL. IN 2025, SWHD ASSISTED 911 FAMILIES WITH RENT, UTILITIES AND BASIC NEEDS OR FAMILY ITEMS. X X X 0 0 0 0 0 0 0 1 0 GINGER WARD CEO 226370 0 1355 0 13569 0 10267 0 8590 0 260151 0 0 0 JEANETTE RAMOS CFO 167478 0 1272 0 5690 0 8114 0 16702 0 199256 0 0 0 ALISON STEIER CO-DIRECTOR MENTAL HEALTH SERVICES 159333 0 1241 0 7102 0 7402 0 11421 0 186499 0 0 0 MICHELLE LUNA-KEPNER VICE PRESIDENT OF HUMAN RESOURCES 169444 0 1311 0 5144 0 7592 0 0 0 183491 0 0 0 OTTO REEMELIN CIO 150749 0 1267 0 6803 0 7715 0 15691 0 182225 0 0 0 DOUGLAS ALBRECHT CO-DIRECTOR MENTAL HEALTH SERVICES 149730 0 1262 0 6788 0 7390 0 15691 0 180861 0 0 0 JACOB ADAMS CHIEF DEVELOPMENT OFFICER 162847 0 1369 0 5254 0 7253 0 0 0 176723 0 0 0 PART I, LINE 7 ALL EMPLOYEES RECEIVE A YEAR-END HOLIDAY BONUS THAT IS APPROVED BY THE CEO. FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD OF DIRECTORS (BOARD CHAIR, BOARD VICE CHAIR, SECRETARY, TREASURER AND CHAIR OF THE BOARD DEVELOPMENT AND GOVERNANCE COMMITTEE). THE EXECUTIVE COMMITTEE MAY APPOINT A MEMBER FROM THE BOARD TO SERVE ON THE EXECUTIVE COMMITTEE FOR A SET AMOUNT OF TIME. THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL REGULAR BUSINESS OF THE CORPORATION BETWEEN MEETINGS OF THE BOARD. WITHOUT LIMITING SUCH POWER, THE COMMITTEE SHALL TAKE NO ACTIONS CONTRARY TO FORMALLY STATED POLICIES OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL EVALUATE THE PERFORMANCE AND REVIEW AND ESTABLISH THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT OF THE RETURN IS PREPARED, IT IS PROVIDED TO MANAGEMENT FOR REVIEW. AFTER THE RETURN HAS BEEN REVIEWED BY MANAGEMENT AND ALL NECESSARY CORRECTIONS ARE MADE, THE ENTIRE FORM 990 AND ALL RELATED SCHEDULES ARE PROVIDED TO THE FINANCE COMMITTEE AND REVIEWED AND DISCUSSED DURING A SCHEDULED FINANCE COMMITTEE MEETING. THE ENTIRE FORM 990 AND RELATED SCHEDULES ARE PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT OF THE RETURN IS PREPARED, IT IS PROVIDED TO MANAGEMENT FOR REVIEW. AFTER THE RETURN HAS BEEN REVIEWED BY MANAGEMENT AND ALL NECESSARY CORRECTIONS ARE MADE, THE ENTIRE FORM 990 AND ALL RELATED SCHEDULES ARE PROVIDED TO THE FINANCE COMMITTEE AND REVIEWED AND DISCUSSED DURING A SCHEDULED FINANCE COMMITTEE MEETING. THE ENTIRE FORM 990 AND RELATED SCHEDULES ARE PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CERTIFICATION OF COMPLIANCE WITH THE CONFLICT-OF-INTEREST POLICY IS REQUIRED BY DIRECTORS AND KEY EMPLOYEES. THE FINANCE COMMITTEE SHALL BE RESPONSIBLE FOR MAKING ALL DECISIONS CONCERNING RESOLUTIONS OF CONFLICTS INVOLVING DIRECTORS OF THE BOARD, THE CHIEF EXECUTIVE OFFICER, AND OTHER MEMBERS OF SENIOR MANAGEMENT. THE CHAIR OF THE BOARD OF DIRECTORS SHALL BE RESPONSIBLE FOR MAKING ALL DECISIONS CONCERNING RESOLUTIONS OF CONFLICTS INVOLVING THE CHAIR OF THE FINANCE COMMITTEE. THE CHIEF EXECUTIVE OFFICER SHALL BE RESPONSIBLE FOR MAKING ALL DECISIONS CONCERNING RESOLUTIONS OF CONFLICTS INVOLVING EMPLOYEES BELOW SENIOR MANAGEMENT LEVEL, SUBJECT TO THE APPROVAL OF THE FINANCE COMMITTEE. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR MANAGEMENT'S, THE BOARD, OR THE COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. A PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT WILL BE VOTED ON AT A MEETING SHALL NOT BE COUNTED IN DETERMINING A QUORUM FOR PURPOSES OF THE VOTE. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE CEO IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE GOVERNING BOARD. COMPARABLE INDUSTRY COMPENSATION SURVEY DATA IS USED AND MINUTES ARE KEPT DOCUMENTING THE DELIBERATION AND DECISION. THIS WAS LAST COMPLETED DURING FISCAL 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 10,964,885. MANAGEMENT AND GENERAL EXPENSES 910,560. FUNDRAISING EXPENSES 42,541. TOTAL EXPENSES 11,917,986. FORM 990, PART XI, LINE 9: LOSS IN EDUCARE ARIZONA -120,867. FORM 990, PART XI, LINE 2C: THE FINANCE COMMITTEE OVERSEES THE AUDITED FINANCIAL STATEMENTS. THERE HAS BEEN NO CHANGE IN THIS PROCESS DURING THE CURRENT YEAR. EDUCARE ARIZONA 1300 N 48TH STREET PHOENIX AZ 85008 261778287 PROVIDING HIGH QUALITY EARLY LEARNING, FAMILY SUPPORT AND HEALTH CARE AZ 501(C)(3) LINE 7 SOUTHWEST HUMAN DEVELOPMENT 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 EDUCARE ARIZONA O 83577 ACTUAL COSTS EDUCARE ARIZONA Q 61588 ACTUAL COSTS