This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $198,883,800 | $166,468,298 | $915,144 | $3,395,741,193 | $266,479,505 |
| FY2023 | 990 | $171,247,753 | $146,334,124 | $592,748 | $3,384,527,864 | $220,574,079 |
| FY2022 | 990 | $127,189,432 | $111,985,163 | $764,440 | $3,270,651,500 | $185,428,652 |
| FY2021 | 990 | $105,409,190 | $93,152,037 | $428,383 | $3,043,080,305 | $227,130,539 |
| FY2020 | 990 | $106,232,415 | $138,202,766 | $380,966 | $2,608,126,699 | $206,221,353 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 75% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| ONEAZ COMMUNITY FOUNDATIONPHOENIX, AZ | UNRESTRICTED | $451,595 | 2022 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ed Sanchez | DIRECTOR | 2.00 | $29,000 |
| Georganna Meyer | SECRETARY | 2.00 | $29,000 |
| Jon Borge | CHAIRMAN | 2.00 | $35,000 |
| Marquetta White | DIRECTOR |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| UNRESTRICTED |
| $399,412 |
| 2023 |
| ONEAZ COMMUNITY FOUNDATIONPHOENIX, AZ | UNRESTRICTED | $391,834 | 2024 |
| ONEAZ COMMUNITY FOUNDATIONPHOENIX, AZ | UNRESTRICTED | $290,208 | 2021 |
| ONEAZ COMMUNITY FOUNDATIONPHOENIX, AZ | UNRESTRICTED | $262,539 | 2020 |
| FILENE RESEARCH INSTITUTEMADISON, WI | UNRESTRICTED | $62,500 | 2024 |
| LOCAL FIRST ARIZONAPHOENIX, AZ | UNRESTRICTED | $55,000 | 2021 |
| LOCAL FIRST ARIZONAPHOENIX, AZ | UNRESTRICTED | $52,500 | 2022 |
| BANZAI INCPROVO, UT | UNRESTRICTED | $37,000 | 2022 |
| FC ARIZONACHANDLER, AZ | UNRESTRICTED | $26,250 | 2024 |
| VALLEY OF THE SUN UNITED WAYPHOENIX, AZ | UNRESTRICTED | $20,000 | 2020 |
| STATE EMPLOYEE CHARITABLE CAMPAIGNPHOENIX, AZ | UNRESTRICTED | $20,000 | 2022 |
| ONE COMMUNITY FOUNDATIONPHOENIX, AZ | UNRESTRICTED | $20,000 | 2022 |
| STATE EMPLOYEE CHARITABLE CAMPAIGNPHOENIX, AZ | UNRESTRICTED | $20,000 | 2023 |
| WORLDWIDE FOUNDATION FOR CREDIT UNIONSMADISON, WI | UNRESTRICTED | $18,755 | 2024 |
| MOUNTAIN WEST CREDIT UNION FOUNDATIONDENVER, CO | UNRESTRICTED | $15,000 | 2021 |
| STATE EMPLOYEE CHARITABLE CAMPAIGNPHOENIX, AZ | UNRESTRICTED | $14,000 | 2021 |
| STATE EMPLOYEE CHARITABLE CAMPAIGNPHOENIX, AZ | UNRESTRICTED | $12,000 | 2024 |
| ONE COMMUNITY FOUNDATIONPHOENIX, AZ | UNRESTRICTED | $10,000 | 2023 |
| WORLD COUNCIL OF CREDIT UNIONSMADISON, WI | UNRESTRICTED | $10,000 | 2021 |
| ARIZONA STATE CAPITAL MUSEUM GUILDTUCSON, AZ | UNRESTRICTED | $10,000 | 2020 |
| WORLDWIDE FOUNDATION FOR CREDIT UNIONSMADISON, WI | UNRESTRICTED | $10,000 | 2023 |
| EMPOWERING LATINA LEADERS IN ARIZONA - ELLAPHOENIX, AZ | UNRESTRICTED | $10,000 | 2024 |
| GIRL SCOUTS OF SOUTHERN ARIZONATUCSON, AZ | UNRESTRICTED | $10,000 | 2022 |
| ARIZONA STATE CAPITAL MUSEUM GUILDTUCSON, AZ | UNRESTRICTED | $10,000 | 2021 |
| 2.00 |
| $28,000 |
| Martha Rozen | DIRECTOR | 2.00 | $29,000 |
| Pearlette Ramos | VICE CHAIRPERSON | 2.00 | $29,000 |
| Ray O'Connor | DIRECTOR | 2.00 | $10,500 |
| Ryan Williams | TREASURER | 2.00 | $28,000 |
| Sam Wheeler | DIRECTOR | 2.00 | $28,476 |
| T Paul Thomas | DIRECTOR | 2.00 | $18,278 |
| Brandon Michaels | CEO/PRESIDENT | 40.00 | $1,006,890 |
| Deborah Pearson | EVP STRATEGY & BRAND | 40.00 | $747,284 |
| Ken Bauer | EVP CLO | 40.00 | $521,526 |
| Laura Worzella | EVP COO | 40.00 | $607,741 |
| Michael Boden | EVP CFO | 40.00 | $593,698 |
| Michael Emanuelli | EVP CAO | 40.00 | $413,477 |
| Osman Zafar Ulhaq | EVP CHIEF STRATEGY & GROWTH OFFICER | 40.00 | $420,631 |
| Sandeep Uthra | EVP CHIEF TECHNOLOGY OFFICER | 40.00 | $411,468 |
| Beam Chip Griffith | SVP RETAIL SALES & OPERATI | 40.00 | $350,625 |
| Brian Johnson | SVP BUSINESS PLANNING | 40.00 | $250,354 |
| Kristen Renee | SVP REVENUE OPTIMIZATION & | 40.00 | $324,680 |
| Liza Buchanan | SVP MARKETING OPERATIONS | 40.00 | $191,288 |
| Thomas Mitchell | SVP WEALTH MANAGEMENT | 40.00 | $447,192 |
| Austin Williams | MORTGAGE LOAN OFFICER | 40.00 | $272,226 |
| Gregory Russo | MARKET PRESIDENT | 40.00 | $268,094 |
| Jerame Pearson | ASSISTANT DIRECTOR SPECIAL | 40.00 | $295,320 |
| Michael Sammons | WEALTH ADVISOR | 40.00 | $445,099 |
| Tammy Paquette | WEALTH ADVISOR | 40.00 | $378,375 |
| Richard K Reedy | CEO/PRESIDENT | 40.00 | $346,553 |