2024-05-15T13:37:55-05:00 2023-06-30 341874260 CBIZ MHM LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2022-07-01 331119431 PHOENIX FAMILY VENTURES INC PHOE 8165614240 3908 WASHINGTON ST KANSAS CITY MO 64111 KIMBER MYERS GIVNER PRESIDENT & CEO 8165614240 2024-05-15 1 KIMBER MYERS GIVNER XXX-XX-XXXX 1 LISA BURKE P00220718 8169455500 2024-05-08 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KIMBER MYERS GIVNER 3908 WASHINGTON ST KANSAS CITY MO 64111 549967 0 X N/A X 2005 MO TO ACQUIRE, DEVELOP, MANAGE, AND OPERATE MULTIFAMILY LOW-INCOME HOUSING COMMUNITIES. 15 15 0 15 0 0 115 1067 528688 428756 99894 120144 0 0 628697 549967 270000 300000 0 0 0 0 0 0 0 288705 190334 558705 490334 69992 59633 7212783 7346787 732020 720017 6480763 6626770 TO PARTICIPATE IN THE ACQUISITION, DEVELOPMENT, MANAGEMENT AND OPERATION OF MULTIFAMILY LOW-INCOME HOUSING COMMUNITIES THROUGH PARTNERSHIP INVESTMENT, FUNDING, SUPPORT, AND PROVISION OF MANAGEMENT SERVICES. 0 0 462498 300000 428756 THE ORGANIZATION INVESTS IN, LENDS FUNDING, AND PROVIDES MANAGEMENT SUPPORT FOR THE DEVELOPMENT AND OPERATION OF RENTAL HOUSING AND PROVISION OF TENANT SERVICES FOR APPROXIMATELY 748 LOW-INCOME CERTIFIED HOUSEHOLDS. THE SUPPORTED PROGRAMS EMPOWER THE PEOPLE LIVING IN THOSE COMMUNITIES TO GAIN STABILITY AND ACHIEVE SELF-SUFFICIENCY. 462498 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 1 1 X KIMBER MYERS GIVNER 8166128834 3908 WASHINGTON ST KANSAS CITY MO 64111 RICK KAHLE CHAIRMAN 1.00 1.00 X X 0 0 0 MARK GARRETT VICE CHAIRMAN 0.50 0.50 X X 0 0 0 DAVID HOUCHEN TREASURER 0.50 0.50 X X 0 0 0 ERICA DOBREFF SECRETARY 0.50 0.50 X X 0 0 0 MATT CONDON DIRECTOR 0.50 0.50 X 0 0 0 KAREN DANIEL DIRECTOR 0.50 0.50 X 0 0 0 KEN EIDSON DIRECTOR 0.50 0.50 X 0 0 0 CAMERON GARRISON DIRECTOR 0.50 0.50 X 0 0 0 DAVID MCDANIEL DIRECTOR 0.50 0.50 X 0 0 0 RAMIE ORF DIRECTOR 0.50 0.50 X 0 0 0 SARAH OSBORNE DIRECTOR 0.50 0.50 X 0 0 0 BRANDON SCARBOROUGH DIRECTOR 0.50 0.50 X 0 0 0 MARK SEELY DIRECTOR 0.50 0.50 X 0 0 0 RAM SHANKAR DIRECTOR 0.50 0.50 X 0 0 0 TOM VOLINI DIRECTOR 0.50 0.50 X 0 0 0 KIMBER MYERS GIVNER PRESIDENT & CEO 10.00 40.00 X 0 197657 18268 0 197657 18268 0 0 1 0 0 1067 1067 HOUSING PROJECTS 624200 272974 272974 HOUSING MANAGEMENT 624200 143701 143701 HOUSING PARTNERSHIPS 624200 12081 12081 428756 120144 120144 549967 428756 0 120144 300000 300000 19760 15000 4760 13758 13758 2756 2756 13123 6561 6562 BAD DEBT, NET RECOVERY 140937 140937 490334 462498 27836 0 334358 159479 306585 2956684 2918513 538633 108836 442920 429797 3056508 3118381 422313 414032 7212783 7346787 32020 20017 700000 700000 732020 720017 X 6480763 6626770 6480763 6626770 7212783 7346787 X 59633 98455 -12081 X 1 X 0 1 0 X X 1 THE PHOENIX FAMILY HOUSING CORPORATION 680101133 7 1 462498 0 1 462498 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 SCH A, PART IV, SECTION A, LINE 1 THE ORGANIZING DOCUMENTS OF PHOENIX FAMILY VENTURES STATE "THE CORPORATION IS ORGANIZED, AND SHALL BE OPERATED, EXCLUSIVELY FOR RELGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PUSPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, INCLUDING, BUT NOT LIMITED TO, FOR THE FOLLOWING PURPOSES (I) FOSTERING LOW-INCOME HOUSING AND (II) MAKING ADEQUATE HOUSING AVAILABLE TO POOR AND UNDERPRIVILEGED RESIDENTS AND TO FOSTER THE PRESERVATION AND CREATION OF HOUSING FOR LOW AND MODERATE INCOME RESIDENTS..." THIS DESIGNATES A CLEAR PURPOSE DESIGNATION FOR SUPPORTED ORGANIZATIONS AND IS CONSISTENT WITH THE MISSION AND EXEMPT PURPOSE OF ITS SUPPORTED ORGANIZATION, PHOENIX FAMILY HOUSING. NO OTHER SUPPORTED ORGANIZATIONS ARE BEING CONTEMPLATED AT THIS TIME. PHOENIX FAMILY VENTURES INTENDS TO FILE A FORM 8940 TO OFFICIALLY TRANSITION FROM A 509(A)(1) PUBLIC CHARITY TO A 509(A)(3) SUPPORTING ORGANIZATION TO BETTER ALIGN WITH IT'S STRATEGIC VISION AND OPERATIONS. 526447 98877 427570 12186 9959 2227 429797 DUE FROM RELATED PARTY 414032 414032 X PART X, LINE 2: VENTURES AND FAMILY HAVE BEEN GRANTED EXEMPTION FROM INCOME TAXES BY THE INTERNAL REVENUE SERVICE UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE CONSIDERED PUBLIC CHARITIES. THE ORGANIZATIONS ASSESS UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS. THIS ASSESSMENT INCLUDES THE ASSESSMENT OF PRIVATE BENEFITS TO RELATED PARTIES AND DISQUALIFIED PERSONS. MANAGEMENT BELIEVES THAT NO EXCESS PRIVATE BENEFIT HAS BEEN CONVEYED THROUGH JUNE 30, 2023. THIS DETERMINATION HAS BEEN MADE THROUGH AN ASSESSMENT OF ESTIMATED REVENUE STREAMS IN RELATION TO BELOW MARKET LOANS, INCLUDING DEVELOPER FEES, SUPPORT SERVICE FEES, AND INITIALLY PROJECTED PRINCIPAL AND INTEREST PAYMENT STREAMS. THERE HAS NOT BEEN ANY INTEREST OR PENALTIES RECOGNIZED EITHER IN THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS OR STATEMENT OF FINANCIAL POSITION RELATED TO UNCERTAIN TAX POSITIONS. THE ORGANIZATIONS ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2020. MANAGEMENT HAS ASSESSED THE EXPOSURE OF THE ORGANIZATIONS TO ANY UNCERTAIN TAX POSITIONS AND HAS CONCLUDED THAT NO MATERIAL UNCERTAIN TAX POSITIONS EXISTED AS OF JUNE 30, 2023. 1 PHOENIX FAMILY HOUSING CORPORATION 3908 WASHINGTON ST KANSAS CITY MO 64111 680101133 501(C)3 300000 0 N/A N/A LOW-INCOME HOUSING PROGRAMS 1 0 PART I, LINE 2: THE ORGANIZATION IS THE DIRECT CONTROLLING ENTITY OF THE SOLE GRANTEE, A RELATED NON-PROFIT ORGANIZATION (SEE SCHEDULE R) WITH COMMON BOARD MEMBERS AND OFFICERS. IN THAT CAPACITY, THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS. 0 0 0 0 0 0 0 0 0 KIMBER MYERS GIVNER PRESIDENT & CEO 0 197649 0 0 0 8 0 9046 0 9222 0 215925 0 0 PART I, LINE 3: KIMBER MYERS-GIVNER'S COMPENSATION IS PAID BY PHOENIX FAMILY HOUSING CORPORATION, A RELATED ORGANIZATION (SEE SCHEDULE R). PHOENIX FAMILY HOUSING CORPORATION USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION STUDY, AND APPROVAL BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B OFFICERS AND DIRECTORS ARE PROVIDED FORM 990 FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT ALL EMPLOYEES, OFFICERS, AND BOARD MEMBERS ARE REQUIRED TO COMPLETE. EMPLOYEES ARE PROVIDED THE CONFLICT OF INTEREST POLICY WHEN THEY BEGIN EMPLOYMENT VIA THE EMPLOYEE MANUAL. OFFICERS AND BOARD MEMBERS ANNUALLY COMPLETE THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO DISCLOSE ANY REAL OR PERCEIVED CONFLICTS OF INTEREST THAT ARISE THROUGHOUT THE YEAR. IF A BOARD MEMBER IS FOUND TO HAVE A CONFLICT OF INTEREST, THEY WILL ABSTAIN FROM VOTING ON THE ISSUE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: INCOME (LOSS) FROM PARTNERSHIPS HELD BY DISREGARDED ENTITIES -12,081. GILLETTE PFH LLC (SOLD MAY 2023) 3908 WASHINGTON ST KANSAS CITY MO 64111 461517697 HOLDING COMPANY WY -424 0 PHOENIX FAMILY VENTURES INC JCM GP LLC 3908 WASHINGTON ST KANSAS CITY MO 64111 462446544 LOW-INCOME HOUSING MO -5 0 PHOENIX FAMILY VENTURES INC PFV PAIGE POINTE LLC 3908 WASHINGTON ST KANSAS CITY MO 64111 812028677 LOW-INCOME HOUSING MO 12510 0 PHOENIX FAMILY VENTURES INC VIENNA II PFH LLC 3908 WASHINGTON ST KANSAS CITY MO 64111 134252954 LOW-INCOME HOUSING OH 0 0 PHOENIX FAMILY VENTURES INC PFV RIDGEVIEW HEIGHTS LLC 3908 WASHINGTON ST KANSAS CITY MO 64111 LOW-INCOME HOUSING OK 0 0 PHOENIX FAMILY VENTURES INC PHOENIX FAMILY HOUSING CORPORATION 3908 WASHINGTON ST KANSAS CITY MO 64111 680101133 SOCIAL SERVICES FOR LOW-INCOME HOUSING RESIDENTS CA 501(C)(3) LINE 7 PHOENIX FAMILY VENTURES INC 1 THE VILLAGE AT GILLETTE LP 7920 WARD PKWY KANSAS CITY MO 64114 204512192 LOW-INCOME HOUSING WY PHOENIX FAMILY VENTURES INC RELATED -424 898614 0 1 0.00010 JOHN CALVIN MANOR HOUSING PARTNERS LP 7920 WARD PKWY KANSAS CITY MO 64114 611682406 LOW-INCOME HOUSING MO PHOENIX FAMILY VENTURES INC RELATED -5 150 0 1 0.00010 VIENNA WOODS PHASE II LP 1160 DUBLIN RD STE 400 COLUMBUS OH 43215 LOW-INCOME HOUSING OH PHOENIX FAMILY VENTURES INC RELATED 0 1 0.00030 RIDGEVIEW HEIGHTS GP LLC 10300 GREENBRIAR PL OKLAHOMA CITY OK 73159 814590347 LOW-INCOME HOUSING OK PHOENIX FAMILY VENTURES INC RELATED 8982555 0 0 0.51000 GREENWAY OF BURLINGTON ASSOCIATES 3408 WOODLAND AVE STE 504 WEST DES MOINTES IA 50266 272065701 LOW-INCOME HOUSING IA N/A 0 0 VB WILIKINA LIMITED PARTNERSHIP 1911 65TH AVE W TACOMA WA 98466 LOW-INCOME HOUSING WA N/A 0 0 RIDGEVIEW HEIGHTS APARTMENTS LP 10300 GREENBRIAR PL OKLAHOMA CITY OK 73159 352581299 LOW-INCOME HOUSING OK N/A 0 0 EMM GP LLC 3908 WASHINGTON ST KANSAS CITY MO 64111 454395428 LOW-INCOME HOUSING IA PHOENIX FAMILY VENTURES INC C 1530621 1.00000 1 LT GP LLC 3908 WASHINGTON ST KANSAS CITY MO 64111 454395585 LOW-INCOME HOUSING IA PHOENIX FAMILY VENTURES INC C 1248964 1.00000 1 PFV ROUTE 66 LLC 3908 WASHINGTON ST KANSAS CITY MO 64111 813912463 LOW-INCOME HOUSING OK PHOENIX FAMILY VENTURES INC C 1.00000 1 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 PHOENIX FAMILY HOUSING CORPORATION B 300000 CASH PHOENIX FAMILY HOUSING CORPORATION D 414032 PRINCIPAL BALANCE GREENWAY OF BURLINGTON ASSOCIATES L 109362 MARKET VALUE