Arm of Save the Family Foundation of Arizona

Nonprofit profile at a glance

EIN
860710822
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Mesa, AZ, USA
Phone
4808980228
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Housing Development, Construction, Management

Official website

Reported finances

Revenue
$7,839,396
Expenses
$3,169,989
Assets
$23,126,585
Liabilities
$2,427,840

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • DAVID ADDIE (PRESIDENT)
  • ROBYN JULIEN (CEO)

Highest reported compensation

  • ALLISIA FIORINI (CHIEF HSG DE): $104,764 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The affordable rental movement (arm) establishes working poor families and individuals in affordable housing and offers supportive services to help them maintain and increase their self-sufficiency.

What it reported doing in 2024

The affordable rental movement (arm) of save the family foundation establishes working poor families in affordable permanent housing. Arm owns 168 units of scattered-site affordable housing for the purpose of providing housing below fair market rental to formerly homeless and low-income households to help them stabilize and maintain their self-sufficiency. Arm provides a vital link in the continuum of services to allow formerly homeless households to move from instability to more permanent housing. Arm tenants are able to engage in wrap-around supportive services through arm of save the family's affiliate save the family foundation of Arizona through their families, adults and children's empowerment services (faces). Performance data includes that 66% of arm scattered-site tenants participated in faces; 70% of valor on eighth tenants participated in faces; and 71% of escobedo at verde vista tenants participated in faces. Arm partners with gorman and company, inc. On two low-income housing tax credit projects (lihtc). The first being escobedo at verde vista, a 132- unit community ffor low-income households, and the second being valor on eighth, a 50-unit community geared toward formerly homeless female veteran families . Additional partners at the escobedo community include the city of mesa housing authority who assisted in supporting 30 households through housing choice vouchers for households, and mercy maricopa integrated care who assisted in providing rental assistance for 28 households that have been diagnosed with severe mental illness. On-site supportive services are provided to assist tenants in maintaining long-term housing. Alternatively, valor on eighth tenants can access save the family supportive services to assist them in maintaining long-term housing. In total, arm of save the family foundation served 385 low-income households.

Operating model

Revenue model
Grant-funded. 71% of the money available for current operations came from government grants.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and some related-organization disclosures are missing.

Rating breakdown

  • Financial Efficiency: 58
  • Transparency & Controls: 92
  • Accountability: 95
  • Sustainability: 85
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 44.1%; rating input score 44
  • Program expense ratio: 100%; rating input score 100
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Scored; rating input score 0

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 59.6%; rating input score 94; 94th percentile among comparable filings
  • Total-asset coverage ratio: 7.3; rating input score 88; 88th percentile among comparable filings
  • Liabilities to assets ratio: 0.1; rating input score 58; 58th percentile among comparable filings
  • Officer compensation ratio: 3.3%; rating input score 67; 67th percentile among comparable filings

Growth

  • Program expense growth: 5.8% per year; rating input score 100; 44th percentile among comparable filings
  • Revenue growth: 8.4% per year; rating input score 100; 62nd percentile among comparable filings
  • Asset growth: 5.9% per year; rating input score 100; 39th percentile among comparable filings

Details

  • Where the money goes: 44.1% of revenue deployed · 100% of spending went to programs
  • Governance: 9 of 9 board members independent · 7 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $3.2M in reported program spending
  • Leadership: top reported pay $105K · 11 people listed
  • Highest-paid contractors: 2 contractors listed · $570K reported
  • Consistency: 28 of 28 current checks pass
  • Schedules: 6 filed schedules · includes major donors and related organizations
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 6 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 44/100.
  • High — Transparency & Controls: Related-party transparency scored 0/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • Review — Sustainability: Liabilities to assets ratio scored 58/100.