2024-05-15T13:38:33-05:00 2023-06-30 341874260 CBIZ MHM LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2022-07-01 680101133 THE PHOENIX FAMILY HOUSING CORPORATION PHOE 8165611033 3908 WASHINGTON STREET KANSAS CITY MO 64111 KIMBER MYERS GIVNER PRESIDENT & CEO 8165611033 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 PHOENIX FAMILY KIMBER MYERS GIVNER 3908 WASHINGTON STREET KANSAS CITY MO 64111 3408448 0 X WWW.PHOENIXFAMILY.ORG X 1985 CA EMPOWER PEOPLE LIVING IN LOW-INCOME HOUSING TO GAIN STABILITY AND ACHIEVE SELF-SUFFICIENCY. 15 15 45 466 0 0 1370815 1298834 2136224 2032230 616 614 -139551 -122712 3368104 3208966 0 0 0 0 2540319 2788779 0 0 218986 614272 822898 3154591 3611677 213513 -402711 2533535 2228992 850163 948331 1683372 1280661 X PHOENIX FAMILY EMPOWERS PEOPLE LIVING IN LOW-INCOME HOUSING COMMUNITIES WITH THE ON-SITE SUPPORT THEY NEED TO GAIN STABILITY AND ACHIEVE SELF-SUFFICIENCY. 0 0 1413792 1060734 PHOENIX FAMILY PROVIDES COORDINATOR SERVICES AT TWELVE (12) MULTI-FAMILY AND SENIOR LIVING APARTMENT COMPLEXES. PHOENIX FAMILY ACTS AS GRANT ADMINISTRATOR ON BEHALF OF THE PROPERTIES. 908097 589973 SENIOR EMPOWERMENT PROGRAM: THE SENIOR EMPOWERMENT PROGRAM IMPROVES AND MAINTAINS THE STATUS OF OLDER ADULTS IN TERMS OF THEIR PERSONAL ECONOMIC DEVELOPMENT, HEALTH, AND COMMUNITY ENGAGEMENT, LEADING THEM TO A HIGHER QUALITY OF LIFE AND ALLOWING THEM TO AGE IN PLACE WITH DIGNITY AND CHOICE. THIS PROGRAM SERVES OVER 1,600 HOUSEHOLDS ANNUALLY. 355551 230995 FAMILIES FIRST: THE FAMILIES FIRST PROGRAM EMPOWERS ADULTS TO OVERCOME BARRIERS AND REACH THEIR FULL POTENTIAL AS PARENTS, COMMUNITY MEMBERS, AND INDIVIDUALS. WITH 200 LOCAL PARTNERSHIPS, WE HELP FAMILIES FIND LASTING SOLUTIONS TO COMPLEX PROBLEMS. OUR PROGRAMS COMBINE SHORT-TERM ASSISTANCE TO MEET IMMEDIATE CRITICAL NEEDS WITH LONG-TERM SERVICES THAT ADDRESS THE ROOT CAUSES OF POVERTY. THIS PROGRAM SERVES OVER 1,300 HOUSEHOLDS ANNUALLY. 231695 150528 HIKE READING ACHIEVEMENT PROGRAM: HIKE (HELP INSTILL THE KEY TO EDUCATION) IS A YOUTH DEVELOPMENT PROGRAM THAT PROVIDES LOW-INCOME CHILDREN INDIVIDUALIZED READING INSTRUCTION IN ORDER TO IMPROVE THEIR LITERACY, LEADING TO GREATER SUCCESS IN SCHOOL AND INCREASED OPPORTUNITIES IN LIFE. CHILDREN ARE PROVIDED WITH PURPOSEFUL EXPERIENCES, POSITIVE RELATIONSHIPS, AND THE SUPPORT NEEDED TO BECOME HEALTHY, RESPONSIBLE, AND CARING ADULTS. THIS PROGRAM SERVES OVER 1,000 CHILDREN ANNUALLY. 231695 150528 2909135 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 45 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 1 1 CA FL HI IA KS MO OK WA 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 40.00 10.00 X 197657 0 18268 197657 0 18268 1 0 1 0 0 35000 368860 300000 4260 590714 173966 1298834 SERVICE COORDINATOR FEES 624200 1053234 1053234 ON-SITE SUPPORT SERVICES 624200 971496 971496 PARTNERSHIP MANAGEMENT FEES 624200 7500 7500 2032230 614 614 60195 368860 199482 -139287 -139287 16100 0 16100 16100 475 475 475 3208966 2032230 0 -122098 236694 36029 153326 47339 2108483 1784634 202086 121763 23811 22067 1744 224974 188675 23172 13127 194817 159194 23113 12510 74935 35558 34035 5342 15263 13104 1493 666 20129 20129 134164 103961 24335 5868 78437 69522 4941 3974 54974 43125 8079 3770 45175 40296 3860 1019 21428 19184 403 1841 335 262 50 23 14098 14098 9125 9125 TENANT & FAMILY SERVICE 350172 350172 BAD DEBT EXPENSE 4663 4663 3611677 2909135 483556 218986 1311535 654662 434781 803395 30130 45015 602884 692418 5000 0 161652 161652 8520 0 125000 0 15685 33502 2533535 2228992 641163 280668 209000 220000 0 447663 850163 948331 X 1566194 1074524 117178 206137 1683372 1280661 2533535 2228992 -402711 0 X 1 X 1 X 1 0 X 1504372 1404303 1277518 1370815 1298834 6855842 1504372 1404303 1277518 1370815 1298834 6855842 1169116 5686726 373 3318 1090 616 614 6011 3 8458 8461 6870314 9390318 0.82770 0.99520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 153934 153934 0 7718 7718 0 0 DUE TO RELATED PARTY 414032 LEASE OBLIGATIONS 33631 447663 X 3336552 125283 2303 127586 3208966 0 3208966 3739263 125283 2303 127586 3611677 0 3611677 PART X, LINE 2: THE ORGANIZATION HAS BEEN GRANTED EXEMPTION FROM INCOME TAXES BY THE INTERNAL REVENUE SERVICE UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CONSIDERED A PUBLIC CHARITY. THE ORGANIZATION ASSESSES 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 AND 2022. 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 IN THE STATEMENT OF ACTIVITIES OR STATEMENT OF FINANCIAL POSITION RELATED TO UNCERTAIN TAX POSITIONS. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES, NET IN-KIND 2,303. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES, NET IN-KIND 2,303. (UN)GALA 429055 368860 60195 18212 64688 97409 6310 12863 429055 368860 60195 18212 64688 97409 6310 12863 199482 -139287 16100 0 16100 16100 MO 0 SEE PART IV 0 0 0 1.00000 KIMBER MYERS GIVNER 3908 WASHINGTON ST KANSAS CITY MO 64111 0 LAUREL GROH 0 SEE PART IV X 0 PART III, LINE 9B: MISSOURI DOES NOT REQUIRE A LICENSE FOR RAFFLES SPONSORED BY CHARITABLE ORGANIZATIONS. ANY ORGANIZATION RECOGNIZED AS CHARITABLE OR RELIGIOUS PURSUANT TO FEDERAL LAW MAY SPONSOR RAFFLES AND SWEEPSTAKES IN WHICH A PERSON RISKS SOMETHING OF VALUE FOR A PRIZE. PART III, LINE 16: LAUREL GROH SERVES AS THE DIRECTOR OF DEVELOPMENT. SHE IS RESPONSIBLE FOR THE STRATEGIC DIRECTION AND OVERALL DEVELOPMENT OF THE ORGANIZATION INCLUDING THE CULTIVATION OF REVENUE STREAMS AND AVENUES FOR FUNDRAISING TO ENSURE STABILITY OVER THE LONG-TERM. ANY COMPENSATION ALLOCABLE TO GAMING ACTIVITIES IS NEGLIGIBLE. X X X 0 0 0 0 0 0 0 0 0 KIMBER MYERS GIVNER PRESIDENT & CEO 197649 0 0 0 8 0 9046 0 9222 0 215925 0 0 0 X 173966 FAIR MARKET VALUE 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A PHOENIX FAMILY VENTURES, INC. (PFV), A RELATED ORGANIZATION (SEE SCHEDULE R), HAS THE POWER TO ELECT THE MEMBERS OF THE BOARD. THE ORGANIZATION'S BOARD OF DIRECTORS IS COMPRISED OF THE PFV BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S CONTROLLER, PRESIDENT & CEO, AND FINANCE COMMITTEE REVIEW FORM 990 BEFORE PRESENTING TO THE BOARD OF DIRECTORS. UPON APPROVAL BY THE BOARD, FORM 990 IS FILED WITH THE IRS. 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 B, LINE 15A THE BOARD CHAIR ANNUALLY REVIEWS THE PRESIDENT & CEO'S COMPENSATION PACKAGE AND DETERMINES ANY APPROPRIATE CHANGES BASED ON THE AGENCY'S FINANCIAL POSITION AND COMPARABILITY TO OTHER SIMILAR ORGANIZATIONS. THE PRESIDENT & CEO IS THE ONLY PAID OFFICER OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE UPON REQUEST. 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