2021-03-25T18:34:19-05:00 2020-06-30 341884125 CBIZ MHM LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2019-07-01 860327449 MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT FOUNDATION MARI 4807318400 2419 W 14TH STREET TEMPE AZ 852816919 BRIAN SPICKER INTERIM PRESIDENT/CEO 4807318400 2021-03-24 1 AMY A O'LOUGHLIN P00869687 6022646835 2021-03-24 12.221.96.220 2021-03-24 15:18:49 MS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1212D86953DF9911D4E957E54162B84DD93DFAA7 2019 2021-01-29 14:40:06Z BRIAN SPICKER 2419 W 14TH STREET TEMPE AZ 85281 25425835 0 X WWW.MCCCDF.ORG X 1976 AZ WE BOLDLY IMPACT OUR COMMUNITIES THROUGH INNOVATIVE AND STRATEGIC PARTNERSHIPS FOR THE GROWTH AND... WE BOLDLY IMPACT OUR COMMUNITIES THROUGH INNOVATIVE AND STRATEGIC PARTNERSHIPS FOR THE GROWTH AND BENEFIT OF THE MARICOPA COMMUNITY COLLEGES, ITS STUDENTS, FACULTY, AND STAFF. 27 26 0 33 0 -18303 4923429 3489680 0 0 1577671 1635017 -31817 0 6469283 5124697 3998524 3209400 0 0 0 0 0 30000 114061 1078388 1076748 5076912 4316148 1392371 808549 45971194 45465331 1091285 1146744 44879909 44318587 WE BOLDLY IMPACT OUR COMMUNITIES THROUGH INNOVATIVE AND STRATEGIC PARTNERSHIPS FOR THE GROWTH AND BENEFIT OF THE MARICOPA COMMUNITY COLLEGES, ITS STUDENTS, FACULTY, AND STAFF. 0 0 2778461 2778461 A MAJOR FOCUS OF THE MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT FOUNDATION IS TO PROVIDE SCHOLARSHIPS FOR STUDENTS ATTENDING THE 10 COMMUNITY COLLEGES, TWO SATELLITE CAMPUSES AND THE MULTIPLE LEARNING CENTERS THAT MAKE UP THE MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT. SCHOLARSHIP SUPPORT TYPICALLY INCLUDES FULL OR PARTIAL PAYMENT OF TUITION AND FEES AND ALSO MAY INCLUDE PAYMENT FOR BOOKS AND INSTRUCTIONALLY RELATED MATERIALS OR SUPPLIES. 980156 430939 THE MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT FOUNDATION PROVIDES FINANCIAL SUPPORT TO THE MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT WHICH IS USED TO ENHANCE EDUCATIONAL AND STUDENT SERVICE PROGRAMS AT THE DISTRICT'S 10 COMMUNITY COLLEGES, TWO SATELLITE CAMPUSES AND THE MULTIPLE LEARNING CENTERS. FINANCIAL SUPPORT ULTIMATELY IS USED FOR A WIDE RANGE OF PURPOSES. EXAMPLES INCLUDE THE FOLLOWING: STAFF SALARIES AND BENEFITS, THE PURCHASE OF EQUIPMENT, TECHNOLOGY, SOFTWARE, SUPPLIES AND LEARNING MATERIALS, EDUCATIONALLY RELATED TRAVEL EXPENSES, AND OTHER PROGRAM SUPPORT. 3758617 1 1 0 0 0 1 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 88 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 26 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X DIANA AGUIRRE-ROSALES 4807318400 2419 W 14TH STREET TEMPE AZ 85281 BRIAN SPICKER INTERIM PRESIDENT/CEO 40.00 X X 164722 0 23106 RODOLFO PARGA JR CHAIR 0.50 X X 0 0 0 STEPHANIE HERTZBERG VICE CHAIR 0.50 X X 0 0 0 JULIE REES SECRETARY 0.50 X X 0 0 0 LORRAINE MURRIETTA TREASURER 0.50 X X 0 0 0 ASHLEY KASARJIAN IMMEDIATE PAST CHAIR 0.50 X X 0 0 0 DAVID ADAME BOARD MEMBER 0.30 X 0 0 0 JAE LYNN ATKIN BOARD MEMBER 0.30 X 0 0 0 STEVEN CURLEY BOARD MEMBER 0.30 X 0 0 0 DAVID DRENNON BOARD MEMBER 0.30 X 0 0 0 ALLISON GILBREATH BOARD MEMBER 0.30 X 0 0 0 MICHAEL GONZALEZ BOARD MEMBER 0.30 X 0 0 0 MICHAEL HAWKSWORTH BOARD MEMBER 0.30 X 0 0 0 RUSSELL JOHNSON BOARD MEMBER 0.30 X 0 0 0 DAVID KOHNE BOARD MEMBER 0.30 X 0 0 0 RICHARD LOOPE BOARD MEMBER 0.30 X 0 0 0 CAROLINE LYNCH BOARD MEMBER 0.30 X 0 0 0 BRADLEY MARTORANA BOARD MEMBER 0.30 X 0 0 0 MELISSA MCCAFFREY BOARD MEMBER 0.30 X 0 0 0 CHERY RICHARDS BOARD MEMBER 0.30 X 0 0 0 HEIDI SCHAEFER BOARD MEMBER 0.30 X 0 0 0 RAY SCHEY BOARD MEMBER 0.30 X 0 0 0 MICHAEL SURGUINE BOARD MEMBER 0.30 X 0 0 0 SHERRI THOMAS BOARD MEMBER 0.30 X 0 0 0 WENDY VALENZUELA BOARD MEMBER 0.30 X 0 0 0 BARRY WOODBERY BOARD MEMBER 0.30 X 0 0 0 164722 0 23106 0 0 0 1 0 43674 195568 3250438 555 3489680 1085318 1085318 20850837 20301138 549699 549699 549699 5124697 0 0 1635017 430939 430939 2778461 2778461 49481 49481 34500 34500 30000 30000 150843 150843 18998 18998 46377 46377 26895 26895 102383 102383 550 550 13443 13443 PROGRAM SUPPORT 549217 549217 COMMUNITY ENGAGEMENT 80080 80080 DEVELOPMENT/CULTIVATION 3981 3981 4316148 3758617 443470 114061 130163 967169 1250011 1528489 1990400 600492 22855 31528 36337889 34380933 5945492 7695279 294384 261441 45971194 45465331 800491 664925 0 184700 290794 297119 1091285 1146744 X 2360403 2675566 42519506 41643021 44879909 44318587 45971194 45465331 X 808549 -1412865 42994 X 0 1 X 1 0 X 5599475 7299021 3709508 4923429 3489680 25021113 1459368 1581554 1475213 1232722 1194247 6943104 7058843 8880575 5184721 6156151 4683927 31964217 4001314 27962903 744749 895903 853776 1115359 1085318 4695105 36659322 301166 0.76280 0.74550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11 9815 47372 153458 1 1 31215817 926321 -543533 1174311 14829 30409465 29799676 1411743 1597691 1059123 534170 31215817 28030904 1357758 1777573 992217 374342 29799676 24656946 1870144 2575421 679774 3185 388648 28030904 24380606 1608389 45834 1065159 43836 268888 24656946 0.00000 0.86530 0.13470 0 0 0 US HEDGE EQUITY FUNDS 1119190 F US PARTNERSHIPS 6576089 F 7695279 GIFT ANNUITY LIABILITY 297119 297119 X 4724593 -1412865 1194247 -218618 4943211 150843 30643 181486 5124697 5285915 1194247 38670 1232917 4052998 150843 112307 263150 4316148 PART V, LINE 4: ENDOWMENT FUNDS ARE INVESTED TO PROVIDE CONTINUAL RETURNS FOR SCHOLARSHIPS, PROGRAMS, OR OTHER EDUCTIONAL PURPOSES. 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, THEREFORE, THERE IS NO PROVISION FOR INCOME TAXES FOR THE ENTITY. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAS BEEN DEEMED NOT TO BE A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME ("UBTI") WOULD BE TAXABLE. MANAGEMENT BELIEVES THAT NONE OF THE INCOME IN 2019 IS UBTI. THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. THE FOUNDATION'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR THE FISCAL YEARS 2017, 2018 AND 2019 ARE SUBJECT TO EXAMINATION BY THE IRS GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 30,643. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CHARITABLE GIFT ANNUITY LIABILITY 38,670. PART XII, LINE 4B - OTHER ADJUSTMENTS: GAIN ON UNCOLLECTIBLE PLEDGES 112,307. X X X X X X X 0 GIFT PLANNING INSTITUTE 7002 E CORTEZ DRIVE SCOTTSDALE AZ 85284 PLANNED GIVING PROGRAM CONSULTANT 0 0 30000 -30000 30000 -30000 AZ 1 MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT 2411 W 14TH STREET TEMPE AZ 85281 860185552 GOVERNMENT 430939 EDUCATION 1 0 SCHOLARSHIPS 4234 2778461 PART I, LINE 2: THE FOUNDATION DISBURSES SCHOLARSHIP AND OTHER FUNDS TO THE COLLEGES IN ACCORDANCE WITH ESTABLISHED PROCEDURES INTENDED TO VERIFY THE APPROPRIATE USE OF THE FUNDS. THE FOUNDATION RELIES ON THE DISTRICT AND THE COLLEGES TO MONITOR THE ULTIMATE USE OF THE FUNDS. 0 0 0 0 0 0 0 0 0 BRIAN SPICKER INTERIM PRESIDENT/CEO 160492 0 0 0 4230 0 12092 0 11014 0 187828 0 0 0 PART II: COMPENSATION FOR BRIAN SPICKER WAS PAID BY THE MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT, AN UNRELATED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 THE MARICOPA COMMUNITY COLLEGE DISTRICT PROVIDES MANAGEMENT AND ADMINISTRATIVE SERVICES TO THE FOUNDATION WITHOUT CHARGE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DELIVERED TO THE TREASURER AND FINANCE COMMITTEE FOR INITIAL REVIEW AND APPROVAL. A REQUEST IS THEN SENT TO EACH OF THE FOUNDATION'S DIRECTORS TO REVIEW THE FINAL FORM 990 ON THE BOARD'S SECURE SECTION OF THE FOUNDATION'S WEBSITE. ANY COMMENTS TO THE FINAL FORM ARE DIRECTED TO THE TREASURER OR THE OUTSIDE ACCOUNTANTS PRIOR TO SIGNING AND FILING THE RETURN. AT THE NEXT REGULARLY SCHEDULED MEETING OF THE FOUNDATION'S BOARD OF DIRECTORS, THE COMPLETED FORM 990 IS PRESENTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND STAFF WHO OR WHOSE RELATIVES HAVE A SUBSTANTIAL INTEREST IN ANY DECISION OF THE FOUNDATION OR WHO HAVE A SUBSTANTIAL INTEREST IN ANY CONTRACT, SALE, PURCHASE OR SERVICE TO THE FOUNDATION SHALL MAKE KNOWN SUCH INTEREST BY FILING AN ANNUAL DISCLOSURE STATEMENT. A BOARD MEMBER OR STAFF PERSON DISCLOSING SUCH AN INTEREST SHALL REFRAIN FROM VOTING UPON OR OTHERWISE PARTICIPATING IN ANY MANNER IN SUCH DECISION, CONTRACT, SALE, PURCHASE OR SERVICE. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICER IS COMPENSATED BY AN UNRELATED ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. THE AUDITED FINANCIAL STATEMENTS AND IRS FORM 990 ARE ALSO AVAILABLE ON THE FOUNDATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN CASH SURRENDER VALUE LIFE INSURANCE -30,643. GAIN (LOSS) FROM UNCOLLECTIBLE PLEDGES 112,307. CHANGE IN CHARITABLE GIFT ANNUITY LIABILITY -38,670.