Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 372,316 | 429,635 | 1,910,428 | 1,698,654 | 4,411,033 | |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 372,316 | 429,635 | 1,910,428 | 1,698,654 | 4,411,033 | |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 4,411,033 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 372,316 | 429,635 | 1,910,428 | 1,698,654 | 4,411,033 | |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 4,411,033 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE FOUNDATION, A 501C3 NONPROFIT ORGANIZATION, LEADS THE CHARITABLE AND EDUCATION INITIATIVES OF THE GREATER PHOENIX CHAMBER UNDER THE FOUR PILLARS OF EDUCATION, WORKFORCE DEVELOPMENT, WELLNESS, AND RESEARCH. THROUGH STRONG ALIGNMENT BETWEEN EDUCATION, BUSINESS, AND COMMUNITY, THE FOUNDATION PREPARES INDIVIDUALS FOR COLLEGE AND CAREER AND SERVES AS AN INTERMEDIARY TO CONVEY WORKFORCE NEEDS AND CHAMPION SCALABLE WORKFORCE SOLUTIONS. IN ADDITION, THE FOUNDATION MAKES ARIZONA AND THE GREATER PHOENIX REGION KNOWN AS DESTINATIONS FOR HEALTHY TALENT AND HEALTHY COMMUNITIES THROUGH WORKPLACE WELLNESS EFFORTS AND PUBLISHES DATA-DRIVEN RESEARCH TO INFORM POLICYMAKERS, BUSINESS LEADERS, AND THE GENERAL PUBLIC. |
| FORM 990, PAGE 2, PART III, LINE 2 | THE ELEVATEEDAZ PROGRAM WAS A MAJOR PROGRAM ADDITION IN THE CURRENT YEAR. |
| FORM 990, PAGE 2, PART III, LINE 4A | WELLNESS ATOZ AIMS TO MAKE ARIZONA AND THE GREATER PHOENIX REGION KNOWN AS A DESTINATION FOR HEALTHY TALENT AND A HEALTHY COMMUNITY THROUGH FREE TOOLKITS THAT PROVIDE RESOURCES FOR CREATING OR ENHANCING AN EMPLOYEE WELLNESS PROGRAM. WELLNESS ATOZ WORKS WITH COMPANIES LOCATED IN THE GREATER PHOENIX REGION AND ACROSS ARIZONA TO IDENTIFY KEY AREAS IN ENHANCING EMPLOYEE PARTICIPATION IN WELLNESS PROGRAMS, DRIVING DOWN COSTS ASSOCIATED WITH UNHEALTHY LIFESTYLES AND INCREASING OVERALL EMPLOYEE PRODUCTIVITY AND SATISFACTION. AFTER THREE YEARS IN EXISTENCE, WELLNESS ATOZ HAS PARTNERED WITH OVER 200 ARIZONA-BASED COMPANIES AND POSITIVELY IMPACTED MORE THAN 400,000 EMPLOYEES. WELLNESS ATOZ IS A RESOURCE THAT CAN HELP A COMPANY LAUNCH A WELLNESS PROGRAM, BUT ALSO COMPLEMENTS AND ENHANCES EXISTING WELLNESS PROGRAMS BY HIGHLIGHTING BEST PRACTICES AND OFFERING FREE TOOLS. BY ENCOURAGING COMPANIES TO EMBODY THE WELLNESS ATOZ PILLARS OF EATWELL, PLAYWELL, LIVEWELL AND WORKWELL, WELLNESS ATOZ CREATES MEANINGFUL CONTENT THAT IS USEFUL TO ANYONE, REGARDLESS OF AGE, RACE, GENDER, FINANCIAL STATUS OR ABILITY LEVEL. IN ADDITION, WELLNESS ATOZ LAUNCHED IT'S SPANISH VERSION POR TU SALUD TO EXPAND THE REACH OF WELLNESS INTO THE SPANISH SPEAKING COMMUNITY. AS A PART OF THE WORKWELL PILLAR, THE FOUNDATION HOSTS QUARTERLY FORUMS TO BRING EMPLOYERS FROM ALL DIFFERENT INDUSTRIES TOGETHER TO DISCUSS BEST PRACTICES SURROUNDING EMPLOYEE WELLNESS. IDEAS ARE GATHERED, CHALLENGES ARE ADDRESSED AND COMPETITORS WORK TOGETHER FOR THE GREATER GOOD OF THE COMMUNITY. EACH FORUM HOSTS 60 AND 80 HUMAN RESOURCES PROFESSIONALS, IMPACTING OVER 300,000 EMPLOYEES STATE-WIDE. IN RESPONSE TO THE PANDEMIC, WELLNESS ATOZ LAUNCHED THE HEALTHY ARIZONA PLEDGE, ENCOURAGING BUSINESSES TO ADOPT FEDERAL, STATE AND LOCAL GUIDELINES SURROUNDING COVID-19 SAFETY. WELLNESS ATOZ IS THE FOUNDATION'S INITIATIVE TO ATTRACT AND RETAIN TALENT BY MAKING ARIZONA KNOWN AS A DESTINATION FOR HEALTHY LIVING AND THROUGH SEVERAL KEY PROGRAMS, WELLNESS ATOZ HAS REACHED A DIVERSE POPULATION IN THE GREATER PHOENIX REGION. |
| FORM 990, PAGE 2, PART III, LINE 4B | IN AN EFFORT TO PROMOTE PROSPERITY, THE FOUNDATION FOCUSES ON WORKFORCE DEVELOPMENT. THE FOUNDATION SERVES AS A LINK BETWEEN INDUSTRY AND EDUCATION, HELPING COMPANIES ADDRESS GROWING WORKFORCE NEEDS AND PROVIDING PEOPLE ACCESS TO QUALITY CAREER OPPORTUNITIES. THE FOUNDATION CONVENES SIX EMPLOYER-LED WORKFORCE COLLABORATIVES IN THE AREAS OF CONSTRUCTION, CYBERSECURITY, FINANCIAL SERVICES, HEALTH CARE, ADVANCED MANUFACTURING, AND IT TO BUILD MORE ROBUST TALENT PIPELINES. IN TOTAL, THE WORKFORCE COLLABORATIVES ENGAGE WITH OVER 200 ARIZONA EMPLOYERS, FOCUSING ON ENHANCED CAREER AWARENESS, IMPROVED EDUCATIONAL ALIGNMENT AND NEW OPPORTUNITIES FOR WORKPLACE LEARNING. KEY WORKFORCE DEVELOPMENT SUCCESSES INCLUDE CONTINUED PARTNERSHIP WITH MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT WHICH LED TO A NEW FOR CREDIT TRAINING FOR FINANCIAL SERVICES CAREERS THROUGH THE SECURITIES INDUSTRIES ESSENTIALS CREDENTIAL; LAUNCH OF A NEW CRITICAL CARE TRAINING PROGRAM AT MARICOPA COUNTY COMMUNITY COLLEGES; AND A SUCCESSFUL LAUNCH OF BUILD YOUR FUTURE ARIZONA, A CAREER AWARENESS CAMPAIGN TO PROMOTE CAREERS IN CONSTRUCTION. |
| FORM 990, PAGE 2, PART III, LINE 4C | ELEVATEEDAZ PREPARES INDIVIDUALS FOR COLLEGE AND CAREER THROUGH STRONGER ALIGNMENT BETWEEN EDUCATION, BUSINESS, AND THE COMMUNITY. ELEVATEEDAZ TRANSFORMS EDUCATION THROUGH THREE MUTUALLY REINFORCING PILLARS: -TEACHING AND LEARNING BY PROVIDING STUDENTS WITH MEANINGFUL LEARNING THAT GIVE THEM THE TECHNICAL KNOWLEDGE AND SKILLS TO BE SUCCESSFUL IN COLLEGE, CAREERS, AND LIFE -THE SCHOOL EXPERIENCE BY PROVIDING CAREER DEVELOPMENT, INTEGRATING RELATED PATHWAYS, AND PROVIDING PRACTICAL APPLICATION THROUGH WORK-BASED LEARNING -BUSINESS AND CIVIC ENGAGEMENT BY BUILDING STRONGER EMPLOYER AND CIVIC ENGAGEMENT IN CAREER CONNECTED LEARNING |
| FORM 990, PAGE 6, PART VI, LINE 3 | THE FOUNDATION IS CURRENTLY MANAGED UNDER AN EMPLOYEE LEASE AGREEMENT WITH THE CHAMBER IN WHICH JENNIFER MELLOR, CHIEF INNOVATION OFFICER OVERSEES THE DAY TO DAY MANAGEMENT. COMMUNITY RELATIONS, MARKETING, AND FINANCE EMPLOYEE SERVICES ARE ALSO LEASED UNDER THE ARRANGEMENT. |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE ORGANIZATION'S SINGLE MEMBER IS GREATER PHOENIX CHAMBER OF COMMERCE (EIN 86-0046963), WHICH IS TAX-EXEMPT PURSUANT TO SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. |
| FORM 990, PAGE 6, PART VI, LINE 7A | AS THE SINGLE MEMBER, GREATER PHOENIX CHAMBER OF COMMERCE SHALL APPROVE THE ELECTED DIRECTORS OF THE FOUNDATION AND FULFILL ALL DUTIES AS MAY BE REQUIRED UNDER THE BYLAWS, THE ARTICLES, AND THE ACT. UNLESS PROVIDED OTHERWISE, THE MEMBER WILL ACT THROUGH ITS BOARD OF DIRECTORS. NO STOCK OR OTHER EVIDENCE OF OWNERSHIP OF AN INTEREST IN THE FOUNDATION SHALL BE ISSUED BY THIS FOUNDATION AND NO PECUNIARY PROFIT SHALL BE PAID TO ITS MEMBER. |
| FORM 990, PAGE 6, PART VI, LINE 7B | SEE THE RESPONSE TO FORM 990 PART VI LINE 7A. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE 990 IS REVIEWED BY THE CHIEF INNOVATION OFFICER (CIO) AND THE FOUNDATION BOARD BEFORE SUBMISSION. |
| FORM 990, PAGE 6, PART VI, LINE 12C | LEGAL COUNSEL DISTRIBUTES THE CONFLICT OF INTEREST POLICIES EVERY JUNE AND REVIEWS THE SUBMITTED ANNUAL STATEMENTS BEFORE TURNING THEM OVER TO THE FOUNDATION STAFF. THE STAFF FILES THESE STATEMENTS IN OUR PERMANENT RECORDS. THE CHAMBERS CONFLICT OF INTEREST POLICY COVERS DIRECTORS, OFFICERS AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS. ALL COVERED PERSONS HAVE A DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST TO THE DIRECTORS OR OTHER COMMITTEE MEMBERS. IN THE EVENT OF A CONFLICT, THE BOARD OR COMMITTEE WILL MEET, DISCUSS AND VOTE UPON THE TRANSACTION OR ARRANGEMENT. THE INTERESTED PERSON MAY PARTICIPATE IN THE DISCUSSIONS ON THE MATTER BUT IS PROHIBITED FROM VOTING ON THE MATTER. THE MINUTES OF THE BOARD AND COMMITTEE MEETINGS DOCUMENT ALL DISCLOSURES OF SUBSTANTIAL INTERESTS BY COVERED PERSONS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE GPCF HR COMMITTEE APPROVES THE SALARY AND BONUSES FOR THE CEO AND CIO. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE GPCF HR COMMITTEE APPROVES THE SALARY AND BONUSES FOR THE CEO AND CIO. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Software ID: | |
| Software Version: |