Hacienda Inc
Nonprofit profile at a glance
- EIN
- 860253158
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Phoenix, AZ, USA
- Phone
- 6022434231
- Rating
- 80
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Hospital, Specialty
Reported finances
- Revenue
- $23,655,434
- Expenses
- $23,032,828
- Assets
- $14,598,714
- Liabilities
- $4,538,046
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- ALEXANDER RYAN (PRESIDENT)
- GARY ORMAN (VICE PRESIDENT)
- PERRY PETRILLI (CEO)
Highest reported compensation
- PERRY PETRILLI (CEO): $286,740 total reported compensation
- LAURA BENJAMIN (CFO): $262,307 total reported compensation
- KATHLEEN BOEGLER (LPN DRIVER): $202,074 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Provide services for handicapped and chronically ill children
What it reported doing in 2024
Group homes, medical group homes: the organization operates four group homes in the community. The medical group home facilities offer around-the-clock medical supervision by licensed practical nurses and supervision by a registered nurse. The individuals in these homes require specific medical supervision by trained personnel.
Operating model
- Revenue model
- Other-operating. 95% of the money available for current operations came from other operating revenue.
- 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.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 80
- Transparency & Controls: 85
- Accountability: 77
- Sustainability: 38
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 90%; rating input score 90
- Program expense ratio: 90.5%; rating input score 90
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Pass
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Yes; rating input score 100
Accountability
- Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
- Governance controls: 4 of 9 controls in place; rating input score 44
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Fail
- CEO compensation review process: Fail
- Other executive compensation review process: Fail
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Fail
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 2.6%; rating input score 45; 45th percentile among comparable filings
- Total-asset coverage ratio: 0.63; rating input score 21; 21st percentile among comparable filings
- Liabilities to assets ratio: 0.31; rating input score 45; 45th percentile among comparable filings
- Officer compensation ratio: 6%; rating input score 42; 42nd percentile among comparable filings
Growth
- Program expense growth: 2.1% per year; rating input score 100; 20th percentile among comparable filings
- Revenue growth: 3.1% per year; rating input score 100; 26th percentile among comparable filings
- Asset growth: 6.9% per year; rating input score 100; 48th percentile among comparable filings
Details
- Where the money goes: 90% of revenue deployed · 90.5% of spending went to programs
- Governance: 3 of 3 board members independent · 4 of 9 filing controls reported
- Programs: 4 filed program accomplishments · $20.8M in reported program spending
- Leadership: top reported pay $287K · 10 people listed · 3 of 6 pay-setting controls reported
- Consistency: 36 of 36 current checks pass
- Schedules: 6 filed schedules · includes major donors, executive pay, and related organizations
- Filing history: 15 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 7 filed money-flow records
- Related organizations: 1 filed related-organization link
- 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.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- Moderate — Accountability: Governance controls: 5 of 9 not reported.
- Moderate — Sustainability: Operating margin scored 45/100.
- High — Sustainability: Total-asset coverage ratio scored 21/100.
- Moderate — Sustainability: Officer compensation ratio scored 42/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 45/100.
- High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.