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10000 N 31ST AVE STE D200
Phoenix AZ 85051-9570
Phoenix AZ | IRS ruling year: 1985 | EIN: 74-2370522
PROMOTE HEALTH AND WELL-BEING THROUGH VITALLY NEEDED SERVICES TO HOMEBOUND ADULTS, FAMILY CAREGIVERS, FAITH COMMUNITIES, AND GRANDFAMILIES.
Great
This charity's score is 100%, earning it a Four-Star rating. If this organization aligns with your passions and values, you can give with confidence.
This overall score is calculated from multiple beacon scores: 90% Accountability & Finance, 10% Leadership & Adaptability. Learn more about our criteria and methodology.
We recognize that not all metrics and beacons equally predict a charity’s success. The percentage each beacon contributes to the organization’s overall rating depends on the number of beacons an organization has earned.
Use the tool below to select different beacons to see how the weighting shifts when only one, two, or three beacons are earned.
Rating histories are available for a growing number of rated organizations. Check back later to see if this organization has a rating history!
The IRS is significantly delayed in processing nonprofits' annual tax filings (Forms 990). As a result, the Accountability & Finance score for Duet Partners in Health & Aging Inc. is outdated and the overall rating may not be representative of its current operations. Please check with the charity directly for any questions you may have.
Duet Partners in Health & Aging Inc. has earned a 100% for the Accountability & Finance beacon. See the metrics below for more information.
This beacon provides an assessment of a charity's financial health (financial efficiency, sustainability, and trustworthiness) and its commitment to governance practices and policies.
This Accountability & Finance score represents IRS Form 990 data up until FY 2019, which is the most recent Form 990 currently available to us.
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Full Credit
Partial Credit
No Credit
Not ApplicableBoard Composition - 19/19 - 25/25 ptsBoard Composition - 19/19 - 25/25 pts
Charity Navigator looks for at least 3 board members, with more than 50% of those members identified as independent (not salaried).
The presence of an independent governing body is strongly recommended by many industry professionals to allow for full deliberation and diversity of thinking on governance and other organizational matters.
Source: IRS Form 990
Independent Audit or Financial Review - Has Audit/Review - 20/20 ptsIndependent Audit or Financial Review - Has Audit/Review - 20/20 pts
An Audit, Review, or Compilation provides important information about financial accountability and accuracy. Organizations are scored based on their Total Revenue Amount:
| Total Revenue Amount | Expectation to Receive Credit |
|---|---|
| $1 million or higher | Expected to complete an audit |
| $500,000 - $1 million | Expected to complete an audit, review, or compilation |
| Less than $500,000 | No expectation (removed from scoring methodology) |
Source: IRS Form 990
Conflict of Interest Policy - Listed - 3/3 ptsConflict of Interest Policy - Listed - 3/3 pts
Charity Navigator looks for the existence of a conflict of interest policy on the Form 990 as an accountability and transparency measure.
This policy protects the organization and by extension those it serves, when it is considering entering into a transaction that may benefit the private interest of an officer, director and/or key employee of the organization.
Source: IRS Form 990
Board Meeting Minutes - Documented - 3/3 ptsBoard Meeting Minutes - Documented - 3/3 pts
Charity Navigator looks to confirm on the Form 990 that the organization has this process in place as an accountability and transparency measure.
An official record of the events that take place during a board meeting ensures that a contemporaneous document exists for future reference.
Source: IRS Form 990
Document Retention and Destruction - Listed - 3/3 ptsDocument Retention and Destruction - Listed - 3/3 pts
Charity Navigator looks for the existence of a document retention and destruction policy per the Form 990 as an accountability and transparency measure.
This policy establishes guidelines for the handling, backing up, archiving and destruction of documents. These guidelines foster good record keeping procedures that promote data integrity.
Source: IRS Form 990
Whistleblower Policy - Listed - 3/3 ptsWhistleblower Policy - Listed - 3/3 pts
Charity Navigator looks for the existence of a whistleblower policy per the Form 990 as an accountability and transparency measure.
This policy outlines procedures for handling employee complaints, as well as a confidential way for employees to report financial or other types of mismanagement.
Source: IRS Form 990
Website - Listed - 3/3 ptsWebsite - Listed - 3/3 pts
Charity Navigator looks for a website on the Form 990 as an accountability and transparency metric.
Nonprofits act in the public trust and reporting publicly on activities is an important component.
Source: IRS Form 990
Full CreditPartial CreditNo CreditNot ApplicableLiabilities to Assets Ratio - 20.21% - 15/15 ptsLiabilities to Assets Ratio - 20.21% - 15/15 pts
The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990). This ratio is an indicator of an organization’s solvency and/or long-term sustainability.
| Liabilities to Assets Ratio | Amount of Credit Received |
|---|---|
| Less than 50% | Full Credit |
| 50% - 59.9% | Partial Credit |
| 60% or more | No Credit |
Source: IRS Form 990
Program Expense Ratio - 71.59% - 25/25 ptsProgram Expense Ratio - 71.59% - 25/25 pts
The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s). This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver.
| Program Expense Percentage | Amount of Credit Received |
|---|---|
| 70% or higher | Full Credit |
| 60% - 69.9% | Partial Credit |
| 50% - 59.9% | Zero Points for Program Expense Score |
| Below 50% | Zero Points for Both Program Expense AND Liabilities to Assets Scores |
Source: IRS Form 990
This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.
Presented here are up to five of this organization's highest compensated employees. This compensation data includes salary, cash bonuses, and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting
Source: IRS Form 990 (page 7), filing year 2020
Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website
Activities:
Services for the aged (see also 153 ad 382) (BMF activity code: 575)
Foundation Status:
Organization which receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi) (BMF foundation code: 15)
Affiliation:
Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)
The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to search for this organization's Forms 990 on the IRS website (if any are available). Simply enter the organization's name (Duet Partners in Health & Aging Inc.) or EIN (742370522) in the 'Search Term' field.
This organization was impacted by COVID-19 in a way that effected their financial health in 2020. This normally would have reduced their star rating. Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them, and doing this pauses our revision of their rating. Charities may submit their own pandemic responses through their nonprofit portal.
Duet Partners in Health & Aging Inc. reported being impacted by COVID-19 in the following ways:
Program Delivery
Fundraising Capacity
Revenue
Staffing
Balance Sheet
How COVID-19 impacted the organization's operations financially:
Our revenues from fundraisers declined substantially (69% drop) as did our revenues from workshops and special programs (94% drop). We also saw a 58% drop in foundation and corporate giving. We were fortunate enough to receive sufficient emergency COVID funding to ensure that our core services to homebound neighbors, grandparents raising grandchildren, and family caregivers could continue. We applied for the PPP loan and received the funding that allowed our staff to remain working at pre-pandemic levels. We never missed one day of serving our community.
How COVID-19 impacted the organization's delivery of programs:
We began a virtual shopping program for our homebound neighbors where they would order the food that they needed from the store and a volunteer would pick up their order and deliver it without the need to physically shop for groceries. We also shifted all in-person support groups, workshops, and meetings to a virtual platform.
How this organization adapted to changing conditions caused by COVID-19:
By virtue of serving a population that is at the highest risk of contracting the virus, Duet faced many challenges. Duet worked extra hard to ensure its volunteers conducted ongoing outreach to ensure those we serve were encouraged. We conformed to all CDC and Arizona Department of Health services guidelines for COVID-19 and put into place policies for our volunteers and meeting attendees.
Innovations the organization intends to continue permanently after the pandemic:
Virtual support group offerings will remain in place even after the in-person groups have resumed. This allows for convenient attendance for family caregivers and other vulnerable individuals who are unable to leave their homes to attend. We also will continue to shop for our neighbors at an increased rate now that this service has been put into place.
Not Currently Scored
Duet Partners in Health & Aging Inc. cannot currently be evaluated by our Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.
Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.
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Duet Partners in Health & Aging Inc. reported its three largest programs on its FY 2020 Form 990 as:
Spent in most recent FY
Percent of program expenses
HOMEBOUND ADULTS: 481 ISOLATED ELDERS AND ADULTS WITH DISABILITIES, "NEIGHBORS", RECEIVED PERSONALIZED SERVICES SUCH AS GROCERY SHOPPING, VISITS, AND PAPERWORK ASSISTANCE. THESE INDIVIDUALS WERE SERVE ... (More)
HOMEBOUND ADULTS: 481 ISOLATED ELDERS AND ADULTS WITH DISABILITIES, "NEIGHBORS", RECEIVED PERSONALIZED SERVICES SUCH AS GROCERY SHOPPING, VISITS, AND PAPERWORK ASSISTANCE. THESE INDIVIDUALS WERE SERVED BY 419 VOLUNTEERS FOR AN ANNUAL TOTAL OF 30,343 HOURS. (Less)
Spent in most recent FY
Percent of program expenses
FAMILY CAREGIVERS: 371 UNDUPLICATED FAMILY CAREGIVERS GAINED HELP AND HOPE IN THEIR CAREGIVING JOURNEY. 187 SUPPORT GROUPS (16 PER MONTH) GUIDED AND SUPPORTED 793 ATTENDEES. FOUR TRAININGS PREPARED 49 ... (More)
FAMILY CAREGIVERS: 371 UNDUPLICATED FAMILY CAREGIVERS GAINED HELP AND HOPE IN THEIR CAREGIVING JOURNEY. 187 SUPPORT GROUPS (16 PER MONTH) GUIDED AND SUPPORTED 793 ATTENDEES. FOUR TRAININGS PREPARED 49 CAREGIVERS AND PROFESSIONALS TO LEAD DUET'S FINDING MEA (Less)
Spent in most recent FY
Percent of program expenses
GRANDPARENTS RAISING GRANDCHILDREN: 37 SUPPORT GROUP SESSIONS HELPED 178 KINSHIP CAREGIVERS. RESPITE PROVIDED "TIME-OFF" TO 87 GRANDPARENTS AND 113 GRANDCHILDREN THROUGH 3,261 HOURS OF SUPERVISED ACTI ... (More)
GRANDPARENTS RAISING GRANDCHILDREN: 37 SUPPORT GROUP SESSIONS HELPED 178 KINSHIP CAREGIVERS. RESPITE PROVIDED "TIME-OFF" TO 87 GRANDPARENTS AND 113 GRANDCHILDREN THROUGH 3,261 HOURS OF SUPERVISED ACTIVITY. 1,275 CALLERS RECEIVED GUIDANCE THROUGH INFORMATIO (Less)
Duet Partners in Health & Aging Inc. cannot currently be evaluated by our Culture & Community methodology because we have not received data from the charity regarding its Constituent Feedback or Equity Practices strategies.
Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.
Learn More
Duet Partners in Health & Aging Inc. has earned a 100% for the Leadership & Adaptability beacon. See the metrics below for more information.
This beacon provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.
Learn more
Full CreditPartial CreditNo CreditNot ApplicableMission - 10/10 ptsMission - 10/10 pts
The nonprofit organization presents evidence of strategic thinking through articulating the organization's mission
To promote health and well-being through a broad range of services to homebound adults, caregivers, faith communities, and grandparents raising grandchildren.
Vision - 10/10 ptsVision - 10/10 pts
The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.
A community where every person ages with compassion, dignity, and hope.
Source: Nonprofit submitted responses
Goals - 20/20 ptsGoals - 20/20 pts
The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.
Goal One: Duet invests in and grows strong services with measurable impact.
Goal Type: Grow, expand, scale or increase access to the existing programs and services.
Goal Two: Duet generates abundant, sustainable, and diverse funding streams.
Goal Type: Invest in the capacity of our organization (financial, management, technical, etc.).
Goal Three: Duet significantly increases its visibility and inspires people to utilize services, volunteer, and give.
Goal Type: This goal reflects our commitment to further our advocacy work for our organization and or cause area.
Leadership Development - 15/15 ptsLeadership Development - 15/15 pts
The nonprofit provides evidence of investment in leadership development
Duet takes leadership development seriously and has incorporated the goal of increasing this development into our current strategic plan 2021-2025. Duet builds core organizational capacity to create optimum conditions for success. By adding this goal into our plan, this allows for budgetary increases to support staff through professional development opportunities, among other supportive practices.
Mobilizing for Mission - 15/15 ptsMobilizing for Mission - 15/15 pts
The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.
Strategic Partnerships
Networks of Collective Impact Efforts
Thought Leadership
Raising Awareness
Community Building
Policy Advocacy
Duet ensures inclusion, diversity, equity, and accessibility by reaching out to diverse populations. We increase our outreach through a volunteer ambassador program, presence at community events, networking events, and speaking engagements. We enhance public relations through telling the story of Duet, media coverage, our website, social media, Google ads program, and general advertising. We develop brand strategy that includes personality, positioning, identity, and messaging. We are constantly working to significantly increase our visibility and inspire people to access our services, volunteer, and give.
Adaptability Story - 30/30 ptsAdaptability Story - 30/30 pts
The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.
Duet adapted to change without missing one day of assisting vulnerable elders. Duet’s free-of-charge services, including food delivery, rides to medical appointments, friendly visits to homebound elders and adults with disabilities, and support services and respite for grandparents taking care of their grandchildren who otherwise would be in foster care, were essential during the pandemic as we served a population (the elderly) that was at the highest risk of contracting COVID-19. The essential services that Duet provides to the community include delivering groceries to homebound seniors and disabled adults, transporting them to medical appointments, providing them with socialization, and assisting with minor home repairs. We also provide a host of services for grandparents raising grandchildren (GRG), including virtual support groups, workshops, and family activities; respite assistance; and food assistance. COVID-19 impacted all of Duet’s services and how they were delivered. For example, Duet's volunteers used to take seniors to grocery stores to buy food. Since seniors are the most at risk of contracting COVID-19, it was no longer safe to take them into crowded stores. Now our volunteers get their grocery lists, shop for them, and bring the groceries to their home. We also modified our transportation services by having volunteers clean and sanitize their cars before and after every trip, having them and the seniors wear masks, and maintain social distancing as much as possible. We also modified our services to GRGs. Support groups and workshops were conducted virtually. We also modified how we provided respite. Since summer camps and other activities were closed, we gave the GRGs up to $100 to purchase fun and educational activities for the children to do at home and conducted virtual family nights for fun and socialization.
Impact & Results
Accountability & Finance
Culture & Community
Leadership & Adaptability
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