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DUET PARTNERS IN HEALTH & AGING INC

PHOENIX, AZ · EIN 742370522 · Form 990 · FY2022 · Medium ($1M-$10M) · www.duetaz.org
revenue
$2.1M
expenses
$2.2M
net assets
$1.9M
employees
31
volunteers
402
program ratio
55%
mission · from form 990

PROMOTE HEALTH AND WELL-BEING THROUGH VITALLY NEEDED SERVICES TO HOMEBOUND ADULTS, FAMILY CAREGIVERS, FAITH COMMUNITIES, AND GRANDFAMILIES.

profile · synthesized from sources

Duet Partners in Health & Aging provides free support services for family caregivers, grandparents raising grandchildren, and homebound adults in Arizona. The organization offers emotional support, educational resources, legal guidance, and respite opportunities through virtual and in-person programs. Services include support groups, workshops, peer mentoring, and financial assistance for extracurricular activities.

irs program accomplishments · form 990 part iii · fy2022

what they reported doing

Program narrative the organization filed with the IRS. Ordered by program spending.

  1. #1 primary $438K
    FAMILY CAREGIVERS: 696 UNDUPLICATED FAMILY CAREGIVERS GAINED HELP AND HOPE IN THEIR CAREGIVING JOURNEY. OF THESE, 400 FAMILY CAREGIVERS PARTICIPATED IN DUET'S 10-WEEK FINDING MEANING & HOPE DISCUSSION SERIES. 238 SUPPORT GROUPS THROUGHOUT THE YEAR GUIDED AND SUPPORTED 1,404 ATTENDEES.
  2. #2 $351K
    GRANDPARENTS RAISING GRANDCHILDREN: 535 UNDUPLICATED GRANDPARENTS AND 802 UNDUPLICATED GRANDCHILDREN RECEIVED SUPPORT THROUGH GROUP SESSIONS, WORKSHOPS, OUTINGS, RESPITE, LEGAL ASSISTANCE, AND REFERRAL ASSISTANCE FROM DUET. 54 SUPPORT GROUPS WERE ATTENDED BY 128 KINSHIP CAREGIVERS. RESPITE PROVIDED "TIME-OFF" TO 75 GRANDPARENTS AND 85 GRANDCHILDREN THROUGH 12,163 HOURS OF SUPERVISED ACTIVITY. 3,998 CALLS AND EMAILS WERE REPSONDED TO WITH INFORMATION AND REFERRAL SERVICES. OVERALL, GRANDPARENTS REPORTED THEY FELT MORE CONFIDENT IN THEIR ROLE AS A PARENT/CAREGIVER AND THEIR STRESS WAS REDUCED AFTER RECEIVING DUET SERVICES.
named programs · 6 · from sources

what they call their work

Finding Meaning and Hope Discussion Series
Free virtual discussion series based on Dr. Pauline Boss’s book "Loving Someone Who Has Dementia," helping caregivers build resilience and emotional strength.
GrandKin Café Support Groups
Virtual and in-person support groups in English and Spanish for grandparents raising grandchildren to connect, share experiences, and learn about community resources.
Kid’s Activities Funds
Provides up to $250 per grandchild per year for extracurricular activities and camps, offering respite for caregivers and enrichment for children.
Legal Guidance & Assistance
Referrals to a certified paralegal for help with legal documents such as guardianship, non-parent custody, and private dependency petitions for grandfamilies.
Next Chapter in My Life
A five-session program supporting family caregivers transitioning out of caregiving, helping them reflect, reset, and find purpose after their caregiving journey.
Peer Support
Matches experienced caregivers with those new to caregiving for emotional support and practical advice through regular check-ins.
activities · 5 clusters

what they do

  • Respite and Personal Care Support 5 activities
    • Peer and emotional support programs for family caregivers
      Operates peer support services that connect family caregivers with experienced mentors for weekly check-ins and one-on-one guidance. Offers free virtual and in-person support groups, a "Finding Meaning & Hope" discussion series, and a five-session "Next Chapter in My Life" program to help caregivers transition after caregiving ends.
    • Support for Family Caregivers
      Provides personalized guidance, emotional support, and resources to family caregivers. This includes peer support services, virtual and in-person support groups, educational webinars, a discussion series on finding meaning and hope, and a program to help caregivers transition after caregiving. The organization provides year-long support to 40 family caregivers and supported 1,001 family caregivers with personalized assistance.
    • Support for Family Caregivers
      Delivers personalized guidance, emotional support, and resources to family caregivers through peer support programs, virtual and in-person support groups, educational webinars, discussion series (including "Finding Meaning and Hope"), and a program to help with the transition to life after caregiving. This includes support for caregivers of individuals with dementia.
    • Support for Family Caregivers
      Provides personalized guidance, emotional support, and resources to family caregivers. This includes a peer support service, virtual and in-person support groups, educational webinars, a discussion series based on *Loving Someone Who Has Dementia*, and a program for transitioning to life after caregiving. The organization provides year-long support to 40 family caregivers and supported 1,001 family caregivers with personalized assistance, engaging 427 in a "Finding Meaning and Hope" discussion series.
    • Year-long caregiver support and engagement
      Provides year-long personalized support to 40 family caregivers and engaged 427 caregivers in the Finding Meaning and Hope discussion series, offering sustained emotional and practical assistance.
  • Senior Support Services 4 activities
    • Volunteer Support for Homebound Adults
      Provides one-on-one volunteer support to homebound older adults, including regular phone calls, in-person visits, grocery shopping assistance, transportation to medical appointments, paperwork help, minor handyperson services, and technology assistance, to reduce isolation and support independent living.
    • Volunteer Support for Homebound Adults
      Provides one-on-one volunteer support to homebound older adults, including grocery shopping assistance, transportation to medical appointments, paperwork help, minor handyperson services, technology assistance, and companionship through visits or phone calls. This service supported 393 homebound adults in 2022 and 451 annually to remain living independently.
    • Volunteer Support for Homebound Adults
      Provides one-on-one volunteer support to homebound older adults, including grocery shopping assistance, transportation to medical appointments, paperwork help, minor handyperson services, technology assistance, and companionship through visits or phone calls. This service supported 393 homebound adults in 2022 and 451 annually to remain living independently.
    • Volunteer-based companionship and support for homebound adults
      Provides regular phone calls, in-person visits, and friendly visiting from volunteers to reduce isolation and support independence among homebound older adults. Services include weekly one-hour visits or two to three weekly phone calls, with technology assistance, paperwork help, and minor handyperson services also available.
  • Grandparent & Kinship Caregiver Advocacy and Support 1 activity
    • Service and fundraising events for grandfamilies and caregivers
      Hosts service events and fundraising activities designed to engage and support grandfamilies and family caregivers, fostering community involvement and resource generation.
  • Non-Emergency Medical & Social Transportation 1 activity
    • Transportation and escort services for medical and grocery needs
      Provides free transportation and companionship for homebound adults to medical appointments and grocery stores, including escorted rides and grocery shopping support either in person or on their behalf. The program supports 51 escorted rides annually and operates on a weekly basis.
  • Uncategorized 8 activities
    • Annual support and respite for grandparents and grandchildren
      Delivers annual personalized guidance, respite, and support to 84 grandparents and 144 grandchildren, with services also documented for 439 grandparents and 659 grandchildren through kinship care programs.
    • Educational and skill-building programs for caregivers
      Hosts educational webinars with expert speakers and specialized workshops—such as painting sessions and dementia education—to improve caregiving skills, reduce stress, and strengthen intergenerational bonds. Includes a virtual discussion series based on *Loving Someone Who Has Dementia*.
    • Information and referral services for caregivers
      Provides information and referral support to connect family caregivers with community resources, educational tools, and emotional support networks to enhance their caregiving capacity.
    • Support for Grandfamilies
      Offers recreational outings, social connections, and support groups for grandfamilies (grandparents raising grandchildren). This includes providing up to $250 per grandchild per year for extracurricular activities, an annual back-to-school backpack drive, and a clothing closet for essential items. The program provides personalized guidance, respite, and support to 84 grandparents and 144 grandchildren annually, and aided 439 grandparents and 659 grandchildren with vital resources.
    • Support for Grandfamilies
      Offers personalized guidance, respite, and support to grandparents raising grandchildren, including recreational outings, social connections, financial assistance for extracurricular activities, support groups, and educational workshops to improve well-being and caregiving skills. Also provides essential items through a clothing closet and an annual back-to-school backpack drive.
    • Support for Grandfamilies
      Offers recreational outings, social connections, and support groups for grandfamilies (grandparents raising grandchildren). This includes providing up to $250 per grandchild per year for extracurricular activities, an annual back-to-school backpack drive, and a clothing closet for essential items. The program provides personalized guidance, respite, and support to 84 grandparents and 144 grandchildren annually, and aided 439 grandparents and 659 grandchildren with vital resources.
    • Support services for grandfamilies raising grandchildren
      Offers comprehensive support to grandfamilies, including recreational outings, social connections, extracurricular funding (up to $250 per grandchild per year), back-to-school backpack drives, and access to the GrandKin Clothing Closet for school uniforms, clothing, shoes, and supplies.
    • Tribute and memorial gift recognition
      Recognizes tribute and memorial gifts monthly through its e-newsletter, honoring donors and supporting donor engagement.
financials · form 990 · fy2022

the money

revenue
Total revenue$2.10M
Contributions & grants$2.08M99%
Program service revenue$11K1%
Investment income$16K1%
Other revenue$-11K
expenses
Total expenses$2.24M
Program expenses55%
Admin / overhead22%
Fundraising24%
Salaries & benefits$1.26M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$2.97M
Cash$676K
Investments$972K
Liabilities$1.07M
Net assets$1.90M
Liquid reserves8.8 mo
3 years on record · 2020–2022 · YoY revenue -5.6%
leadership · form 990 part vii · fy2022

who runs it

paid leadership · 1
NameTitleHours/wkCompensation
ANN WHEAT EXECUTIVE DIRECTOR 40 $103K
board members · 19
  • ANDREA GARCIA — DIRECTOR (THROUGH 06/2022)
  • BILL TABINSKY — DIRECTOR (THROUGH 07/2022)
  • BOB ROTH — DIRECTOR (THROUGH 07/2022)
  • BRENDA HOLT — DIRECTOR
  • CAROL HEIMANN — DIRECTOR
  • CHERRY PEREZ — DIRECTOR
  • CHERYL PLEWA — SECRETARY
  • DAWN KATEK — DIRECTOR
  • DONNA ROSSI — DIRECTOR
  • ELLEN DEAN — PAST PRESIDENT
  • GERALD WOOD — DIRECTOR (THROUGH 07/2022)
  • JAN DOUGHERTY — DIRECTOR
  • JANICE BRANDT — PRESIDENT
  • LISA NOTHUM — ASSISTANT TREASURER
  • MARIA MASKELL — DIRECTOR
  • NANCY ZIKIAS — TREASURER
  • SHRUTI GURUDANTI — DIRECTOR
  • STEPHANIE BIVENS — DIRECTOR
  • STU TURGEL — DIRECTOR
relationships · 12

who they work with

  • 2-1-1 Community Information and Referral Service Partner — Referral partner for community resources and support services.
  • Area Agency on Aging Partner — Referral partner for aging services in Maricopa County.
  • BHHS Legacy Foundation Funder — Provided generous support for the GrandKin Clothing Closet.
  • CARS Partner — Partnered with CARS to facilitate vehicle donations to Duet.
  • Church of the Beatitudes Partner — Founded Duet in 1981 and continues to be a partner in its mission.
  • Free Arts Partner — Partners to offer innovative art programs for grandparents raising grandchildren and caregivers.
  • Matching Gift Programs Partner — Companies with matching gift programs that support donations to Duet.
  • Meaning and Hope Institute Partner — Duet collaborates with the Meaning and Hope Institute to provide emotional and psychological support to caregivers.
  • Televeda Partner — Collaborates to provide virtual events and classes through the Duet at Home platform hosted on live.televeda.com.
  • Urbanists Collective Partner — Partners to offer innovative art programs for grandparents raising grandchildren and caregivers.
  • meaningandhope.org Partner — Collaborates on training volunteers to become facilitators for the Finding Meaning and Hope program.
  • volunteer@duetaz.org Partner — Primary contact for volunteer coordination and orientation.