FRESH START WOMENS FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FRESH START WOMENS FOUNDATION (EIN 86-0762610)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-12-18
IRS object ID
202403539349301315
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-12-18T15:09:09-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341884125PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14722 N 24TH ST STE 300AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85016ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN860762610EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRESH START WOMEN'S FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFRESBusinessNameControlTxt
Phone6022617128PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11130 EAST MCDOWELL ROADAddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLATA QUINNPersonNm
Person TitleCFOPersonTitleTxt
Phone6022617128PhoneNum
Signature2024-12-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTEN M BASSPreparerPersonNm
PTINP01247587PTIN
Phone6022646835PhoneNum
Preparation2024-12-18PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKIMBERLY MCWATERSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11130 E MCDOWELL ROADAddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,118,868GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FRESHSTARTWOMEN.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateAZLegalDomicileStateCd
Activity Or MissionFRESH START WOMEN'S FOUNDATION PROVIDES EDUCATION, RESOURCES AND SUPPORT FOR WOMEN TO POSITIVELY... FRESH START WOMEN'S FOUNDATION PROVIDES EDUCATION, RESOURCES AND SUPPORT FOR WOMEN TO POSITIVELY TRANSFORM THEIR LIVES AND STRENGTHEN OUR COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body31VotingMembersGoverningBodyCnt
Voting Members Independent31VotingMembersIndependentCnt
Total Employee58TotalEmployeeCnt
Total Volunteers302TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,597,765PYContributionsGrantsAmt
CY Contributions Grants$7,381,822CYContributionsGrantsAmt
PY Program Service Revenue$26,052PYProgramServiceRevenueAmt
CY Program Service Revenue$18,125CYProgramServiceRevenueAmt
PY Investment Income$273,661PYInvestmentIncomeAmt
CY Investment Income$933,515CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$88,909CYOtherRevenueAmt
PY Total Revenue$5,897,478PYTotalRevenueAmt
CY Total Revenue$8,422,371CYTotalRevenueAmt
PY Grants And Similar Paid$35,812PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$36,165CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,532,425PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,575,714CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,331,302CYTotalFundraisingExpenseAmt
PY Other Expenses$2,359,304PYOtherExpensesAmt
CY Other Expenses$2,821,521CYOtherExpensesAmt
PY Total Expenses$5,927,541PYTotalExpensesAmt
CY Total Expenses$7,433,400CYTotalExpensesAmt
PY Revenues Less Expenses-$30,063PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$988,971CYRevenuesLessExpensesAmt
Total Assets BOY$8,688,802TotalAssetsBOYAmt
Total Assets EOY$9,274,531TotalAssetsEOYAmt
Total Liabilities BOY$1,675,222TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,746,094TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,013,580NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,528,437NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF FRESH START WOMEN'S FOUNDATION IS TO PROVIDE ACCESS AND RESOURCES THAT HELP WOMEN ACHIEVE SELF-SUFFICIENCY AND USE THEIR STRENGTH TO THRIVE. WE DO THIS WORK IN PURSUIT OF OUR VISION TO CREATE UNLIMITED OPPORTUNITIES FOR WOMEN AND TO... [CONTINUED ON SCH O]THE MISSION OF FRESH START DISRUPT CYCLES OF INTERGENERATIONAL POVERTY. THE WOMEN WE SERVE ARE UNEMPLOYED OR UNDER-EMPLOYED WORKING IN LOW-WAGE JOBS WITHOUT FINANCIAL STABILITY, MOST ARE MOTHERS ESCAPING DOMESTIC ABUSE AND TRAUMA. MANY ARE SINGLE MOMS WHO STRUGGLE TO PROVIDE FOR THEIR CHILDREN AND TO COVER BASIC NEEDS LIKE FOOD AND HOUSING. FRESH START'S IMPACT PROGRAM HELPS WOMEN DEVELOP A PERSONALIZED PATH OUT OF POVERTY AND ACROSS THE BRIDGE TO SELF-SUFFICIENCY. THE SCIENCE-BASED AND EVIDENCE INFORMED MODEL PROVIDES HOLISTIC WRAP-AROUND SERVICES ACROSS FIVE KEY PILLARS OF A WOMAN'S LIFE AND EMPOWERS HER TO ACHIEVE GOALS AND BEHAVIORAL CHANGES NECESSARY TO REACH AND SUSTAIN ECONOMIC MOBILITY AND INDEPENDENCE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,603,838ExpenseAmt
Grant$36,165GrantAmt
Revenue$8,222RevenueAmt
DescCAREER, EDUCATION AND TRAINING SERVICES: FRESH START CAREER SERVICES SUPPORT WOMEN IN THEIR JOURNEYS TO NEW AND BETTER TRAINING AND EMPLOYMENT. IN FY24, FRESH START PROVIDED 906 ONE-ON-ONE CAREER COACHING SESSIONS AND A PLETHORA OF CAREER WORKSHOPS SPANNING THE TOPICS OF INTERVIEWING, JOB SEARCH, AND RESUME WRITING SKILLS. ONE OF THE NEWEST CAREER OFFERINGS THIS YEAR IS "EMPOWER HER: EXPLORING FRESH START'S CAREER TRAINING JOURNEY FOR WOMEN; A WORKSHOP DEDICATED TO EMPOWERING WOMEN TO DISCOVER THEIR STRENGTHS AND PREPARE FOR UPCOMING CAREER OPPORTUNITIES. WOMEN EXIT THIS WORKSHOP WITH THE KNOWLEDGE AND CONFIDENCE NECESSARY TO PURSUE AND ACHIEVE THEIR CAREER ASPIRATIONS. IT PAVES THE WAY TOWARDS A SELF-SUFFICIENT FUTUREONE WHERE WOMEN CAN CONFIDENTLY STAND ON THEIR OWN TWO FEET AND THRIVE. FRESH START OFFERS A BREADTH OF EDUCATION OFFERINGS SPANNING THE TOPICS OF FINANCIAL AND COMPUTER LITERACY, PARENTING, HEALTHY LIVING, INTERPERSONAL SKILLS AND GROWTH, GOAL SETTING, RESILIENCY, AND A WIDE VARIETY OF OTHER PERSONAL AND PROFESSIONAL EDUCATION TOPICS. THESE CLASSES, WORKSHOPS, AND WEBINARS ARE FACILITATED BY HIGHLY TRAINED STAFF AND INSTRUCTORS, ALONG WITH COMMUNITY PROFESSIONALS AND EXPERTS. THERE WERE 10,379 WORKSHOP ATTENDEES THIS YEAR, WHO REPORTED A 94% OVERALL SATISFACTION RATE.FRESH START OFFERS UNIQUE SCHOLARSHIP OPPORTUNITIES AND ACCESS TO TRAINING PROGRAMS FOR OUR CLIENTS WHO ARE EAGER TO PURSUE THE NEXT LEVEL OF THEIR EDUCATION AND CAREER GOALS. THIS LAST YEAR, 309 WOMEN ENROLLED IN A CAREER TRAINING PROGRAM. FRESH START AWARDED A TOTAL OF $341,875 FOR CAREER AND WORKFORCE DEVELOPMENT, EMPOWERING WOMEN TO GAIN THE SKILLS NECESSARY TO THRIVE IN A NEW CAREER. FRESH START COLLABORATES WITH NUMEROUS EMPLOYERS IN THE VALLEY, INCLUDING INTEL, CVS, JPMORGAN CHASE AND BANK OF AMERICA TO PROVIDE WOMEN ACCESS TO CAREER OPPORTUNITIES IN TODAY'S TOP INDUSTRIES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$999,522ExpenseAmt
DescSOCIAL WORK SERVICES: SOCIAL WORKERS SUPPORTED WOMEN WITH AN ARRAY OF EXPERIENCES AND STRUGGLES, INCLUDING THEIR BARRIERS TO SUCCESS, RESOURCE NEEDS, GOAL SETTING AND PROBLEM SOLVING, DOMESTIC VIOLENCE SUPPORT, BOUNDARY SETTING, AND MUCH MORE. 553 RESOURCE COACHING SESSIONS WERE CONDUCTED TO GET WOMEN CONNECTED WITH COMMUNITY RESOURCES AND ENROLLED IN THE FRESH START IMPACT PROGRAM. FRESH START'S TEAM OF SKILLED SOCIAL WORKERS CONDUCTED 1,830 ONE-ON-ONE SOCIAL WORK SESSIONS LAST YEAR SUPPORTING WOMEN IN CREATING PERSONALIZED GOALS, RESULTING IN 84% OF SOCIAL WORK CLIENTS ACHIEVING THEIR GOALS. IN CONJUNCTION WITH ONE-ON-ONE COACHING SESSIONS, WOMEN ATTENDED SOCIAL WORK SUPPORT GROUPS, BUILDING COMMUNITY, WHILE ADDRESSING TOPICS SUCH AS BOUNDARY SETTING, CODEPENDENCY, ADDICTION, AND SO MUCH MORE. SOCIAL WORK SERVICES SUPPORT WOMEN AS THEY OVERCOME HURDLES AND ACHIEVE THEIR GOALS AND DREAMS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$497,133ExpenseAmt
Revenue$811RevenueAmt
DescWELL-BEING SERVICES: FRESH START OFFERS A BREADTH OF OFFERINGS THAT IMPACT THE HEALTH & WELL-BEING OF CLIENTS. THE SERVICES INCLUDE MENTORING, PERSONAL EMPOWERMENT WORKSHOPS, SUPPORT GROUPS, HEALTH COACHING AND HEALTH WORKSHOPS. THESE CLASSES, WORKSHOPS, AND WEBINARS ARE FACILITATED BY HIGHLY TRAINED STAFF AND INSTRUCTORS, ALONG WITH COMMUNITY PROFESSIONALS AND EXPERTS. THERE WERE OVER 5,573 WORKSHOP ATTENDEES THIS YEAR.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$527,951ExpenseAmt
Revenue$9,092RevenueAmt
DescFAMILY STABILITY: FAMILY STABILITY HELPS WOMEN NAVIGATE ARIZONA'S COMPLICATED LEGAL SYSTEM AND COURT PROCESS, SUPPORTING CLIENTS THROUGH DIVORCE, SEPARATION, ORDERS OF PROTECTION, CHILD CUSTODY AND CHILD SUPPORT, AND ALL OTHER FAMILY LAW ISSUES. FAMILY LAW SUPPORT STAFF CONDUCTED 1,797 INDIVIDUAL SESSIONS WHICH PROVIDED WOMEN WITH LEGAL INFORMATION AND ASSISTANCE WITH DOCUMENT REVIEW AND/OR DOCUMENT PREPARATION FOR THEIR DIVORCE OR FAMILY LAW MATTERS. OUR FAMILY LAW INFORMATION SESSIONS BREAK DOWN THE BASIC TERMINOLOGY AND PROCESS OF A FAMILY LAW COURT. WOMEN CANNOT BECOME SELF-SUFFICIENT WITH FAMILY LAW LEGAL ISSUES HOLDING THEM BACK; FAMILY LAW SUPPORT HELPS REMOVE THIS BARRIER BY EQUIPPING WOMEN WITH APPROPRIATE KNOWLEDGE TO ADVOCATE FOR THEMSELVES IN COURT AND AFFORDABLE DOCUMENT PREPARATION.FINANCIAL MANAGEMENT: ECONOMIC STABILITY IS THE GATEWAY TO A BETTER LIFE, SELF-SUFFICIENCY, AND GREATER FREEDOMS. WITH MONEY MANAGEMENT SKILLS AND FUTURE PLANNING, WOMEN CAN BE IN CONTROL OF THEIR FINANCES RATHER THAN HAVING THEM CONTROL THEM. FRESH START OFFERS FINANCIAL LITERACY WORKSHOPS AND ONE-ON-ONE FINANCIAL EMPOWERMENT COACHING. THESE WORKSHOPS AND SESSIONS INCLUDE TOPICS FOR SUSTAINED FINANCIAL SUCCESS SUCH AS: BUDGETING, CREDIT AND DEBT MANAGEMENT, SAVINGS, AND HEALTHY MONEY HABITS, RENT & LEASE ASSESSMENT, CREDIT SCORES, AND HOME OWNERSHIP. OF WOMEN SERVED IN FY24 85% OF FY24 CLIENTS HAD LOW TO MODERATE INCOME WITH MORE THAN 67% REPORTING LESS THAN $25K HOUSEHOLD INCOME.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$527,951TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$9,092TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$5,628,444TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming ActivitiesYes (1)GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document52IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee58EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members31GoverningBodyVotingMembersCnt
Independent Voting Member31IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LATA QUINNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6027513062PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11130 E MCDOWELL ROADAddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85006ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ADRIANNE WRIGHT TAYLOR
CHAIR2.00Yes (X)Yes (X)$0$0$0
KIM FOWEE-PERERA
VICE-CHAIR2.00Yes (X)Yes (X)$0$0$0
JESSICA PENNINGTON
TREASURER2.00Yes (X)Yes (X)$0$0$0
DONNA EASTERLY
SECRETARY2.00Yes (X)Yes (X)$0$0$0
GENA BONSALL
DIRECTOR1.00Yes (X)$0$0$0
RHONDA R BUSEMAN
DIRECTOR1.00Yes (X)$0$0$0
ANDREA DRIGGS
DIRECTOR1.00Yes (X)$0$0$0
JESSICA ESTRADA
DIRECTOR1.00Yes (X)$0$0$0
LORRAINE FIELD
DIRECTOR1.00Yes (X)$0$0$0
JESSICA GALE
DIRECTOR1.00Yes (X)$0$0$0
ELISE GOULD
DIRECTOR1.00Yes (X)$0$0$0
SHIRLEY GUNTHER
DIRECTOR1.00Yes (X)$0$0$0
FRANCES HAYNES
DIRECTOR1.00Yes (X)$0$0$0
KATHY HU
DIRECTOR1.00Yes (X)$0$0$0
ANDREA KATSENES PAPPAS
DIRECTOR1.00Yes (X)$0$0$0
KARLENE KEOGH PARKS
DIRECTOR1.00Yes (X)$0$0$0
JANET KIZZIAR PHD
DIRECTOR1.00Yes (X)$0$0$0
MARLENE KLOTZ-COLLINS
DIRECTOR1.00Yes (X)$0$0$0
STEFANIE LAYTON
DIRECTOR1.00Yes (X)$0$0$0
CYNTHIA LIETZ PHD
DIRECTOR1.00Yes (X)$0$0$0
NANCY LOFTIN
DIRECTOR1.00Yes (X)$0$0$0
GEORGIA MUSGRAVE
DIRECTOR1.00Yes (X)$0$0$0
BELLE PETZNICK
DIRECTOR1.00Yes (X)$0$0$0
MELINDA PETZNICK
DIRECTOR1.00Yes (X)$0$0$0
PAT PETZNICK
DIRECTOR1.00Yes (X)$0$0$0
REKHA REDDY-SAREEN
DIRECTOR1.00Yes (X)$0$0$0
BEATRIZ ELISABETH RENDON
DIRECTOR1.00Yes (X)$0$0$0
RENIE SCIBONA
DIRECTOR1.00Yes (X)$0$0$0
LISA STEVENS ANDERSON
DIRECTOR1.00Yes (X)$0$0$0
TINA TOMBS FISCHER
DIRECTOR1.00Yes (X)$0$0$0
MARY PAHISSA UPCHURCH
DIRECTOR1.00Yes (X)$0$0$0
BEVERLY STEWART
DIRECTOR (DEC'D JULY 2023)1.00Yes (X)$0$0$0
KATHLEEN ZIEGLER
DIRECTOR1.00Yes (X)$0$0$0
KIMBERLY MCWATERS
PRESIDENT/CEO40.00Yes (X)$189,306$0$17,628
LATA QUINN
CFO32.00Yes (X)$128,189$0$13,531
HEIDI COUPLAND
CHIEF OF STAFF40.00Yes (X)$130,050$0$5,759
ABDERRAHIM DAHR
VP OF STRATEGIC PARTNERSHIPS40.00$116,451$0$22,438Yes (X)
PATTI O'BRIEN
CHIEF OF MARKETING/CLIENT EXPERIENCE OFFICER40.00$155,259$0$17,374Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$719,255TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$76,730TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$105,776FederatedCampaignsAmt
Fundraising$3,359,161FundraisingAmt
Government Grants$350,481GovernmentGrantsAmt
All Other Contributions$3,566,404AllOtherContributionsAmt
Noncash Contributions$263,756NoncashContributionsAmt
Total Contributions$7,381,822TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescOTHER PROGRAM SERVICESDesc
Business624100BusinessCd
Total Revenue Column$18,125TotalRevenueColumnAmt
Related Or Exempt Func Income$18,125RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$18,125TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$376,884TotalRevenueColumnAmt
Exclusion$376,884ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,013,070SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$456,439SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$556,631SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$556,631TotalRevenueColumnAmt
Exclusion$556,631ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$240,058FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$3,359,161ContriRptFundraisingEventAmt
Fundraising Direct Expenses$240,058FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$88,909GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$88,909TotalRevenueColumnAmt
Exclusion$88,909ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,422,371TotalRevenueColumnAmt
Related Or Exempt Func Income$18,125RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,022,424ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$36,165TotalAmt
Program Services$36,165ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$315,689TotalAmt
Program Services$256,357ProgramServicesAmt
Management And General$24,319ManagementAndGeneralAmt
Fundraising$35,013FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,812,598TotalAmt
Program Services$3,096,044ProgramServicesAmt
Management And General$293,701ManagementAndGeneralAmt
Fundraising$422,853FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$39,183TotalAmt
Program Services$31,818ProgramServicesAmt
Management And General$3,019ManagementAndGeneralAmt
Fundraising$4,346FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$156,486TotalAmt
Program Services$127,075ProgramServicesAmt
Management And General$12,055ManagementAndGeneralAmt
Fundraising$17,356FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$251,758TotalAmt
Program Services$204,442ProgramServicesAmt
Management And General$19,394ManagementAndGeneralAmt
Fundraising$27,922FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$34,755TotalAmt
Program Services$26,388ProgramServicesAmt
Management And General$4,505ManagementAndGeneralAmt
Fundraising$3,862FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,951TotalAmt
Program Services$23,500ProgramServicesAmt
Management And General$4,012ManagementAndGeneralAmt
Fundraising$3,439FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$33,390TotalAmt
Management And General$33,390ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$455,572TotalAmt
Program Services$219,287ProgramServicesAmt
Management And General$57,400ManagementAndGeneralAmt
Fundraising$178,885FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$60,408TotalAmt
Program Services$34,923ProgramServicesAmt
Management And General$302ManagementAndGeneralAmt
Fundraising$25,183FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$73,249TotalAmt
Program Services$49,254ProgramServicesAmt
Management And General$8,372ManagementAndGeneralAmt
Fundraising$15,623FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$256,889TotalAmt
Program Services$222,627ProgramServicesAmt
Management And General$8,257ManagementAndGeneralAmt
Fundraising$26,005FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$281,475TotalAmt
Program Services$274,778ProgramServicesAmt
Management And General$1,930ManagementAndGeneralAmt
Fundraising$4,767FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$51,519TotalAmt
Program Services$50,360ProgramServicesAmt
Management And General$355ManagementAndGeneralAmt
Fundraising$804FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$346,229TotalAmt
Program Services$338,411ProgramServicesAmt
Management And General$2,396ManagementAndGeneralAmt
Fundraising$5,422FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmt
EVENT EXPENSE$558,919$110$558,809
COMMUNITY OUTREACH$314,212$314,212
SPONSORED EDUCATION$236,631$236,631
CLIENT EXPENSES$61,460$61,460

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$25,862TotalAmt
Program Services$24,712ProgramServicesAmt
Management And General$137ManagementAndGeneralAmt
Fundraising$1,013FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,433,400TotalAmt
Program Services$5,628,444ProgramServicesAmt
Management And General$473,654ManagementAndGeneralAmt
Fundraising$1,331,302FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,111,546BOYAmt
EOY$1,871,187EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$310,181BOYAmt
EOY$84,866EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$133,464BOYAmt
EOY$477,140EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$153,863BOYAmt
EOY$187,207EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,214,051LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,606,652LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,858,708BOYAmt
EOY$2,607,399EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,230,175BOYAmt
EOY$888,802EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,715,360BOYAmt
EOY$3,009,125EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$23,917BOYAmt
EOY$23,917EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$151,588BOYAmt
EOY$124,888EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,688,802BOYAmt
EOY$9,274,531EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$256,681BOYAmt
EOY$348,768EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$117,199BOYAmt
EOY$182,823EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,149,108BOYAmt
EOY$1,086,409EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$152,234BOYAmt
EOY$128,094EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,675,222BOYAmt
EOY$1,746,094EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,053,942BOYAmt
EOY$6,394,156EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$959,638BOYAmt
EOY$1,134,281EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,013,580BOYAmt
EOY$7,528,437EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,688,802BOYAmt
EOY$9,274,531EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$988,971ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$474,114NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,988,815CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,930,747CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,120,806CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,597,765CurrentTaxYearMinus1YearAmt
Current Tax Year$7,381,822CurrentTaxYearAmt
Total$24,019,955TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,988,815CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,930,747CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,120,806CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,597,765CurrentTaxYearMinus1YearAmt
Current Tax Year$7,381,822CurrentTaxYearAmt
Total$24,019,955TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,109,930SubstantialContributorsTotAmt
Public Support Total170$21,910,025PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$89,976CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$61,960CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$100,261CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$176,195CurrentTaxYearMinus1YearAmt
Current Tax Year$376,884CurrentTaxYearAmt
Total$805,276TotalAmt
FieldValueIRS element (for citing)
Total Support$24,825,231TotalSupportAmt
Gross Receipts Rltd Activities$1,009,429GrossReceiptsRltdActivitiesAmt
Public Support CY1700.88260PublicSupportCY170Pct
Public Support PY1700.93220PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,109,063BeginningYearBalanceAmt
Investment Earnings Or Losses$345,421InvestmentEarningsOrLossesAmt
End Year Balance$3,454,483EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,941,250BeginningYearBalanceAmt
Investment Earnings Or Losses$167,813InvestmentEarningsOrLossesAmt
End Year Balance$3,109,063EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,364,411BeginningYearBalanceAmt
Contributions$25,560ContributionsAmt
Investment Earnings Or Losses-$448,721InvestmentEarningsOrLossesAmt
End Year Balance$2,941,250EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,771,530BeginningYearBalanceAmt
Contributions$18,805ContributionsAmt
Investment Earnings Or Losses$574,076InvestmentEarningsOrLossesAmt
End Year Balance$3,364,411EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,600,887BeginningYearBalanceAmt
Contributions$25,109ContributionsAmt
Investment Earnings Or Losses$145,534InvestmentEarningsOrLossesAmt
End Year Balance$2,771,530EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.87107BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.07236PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.05655TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,310,741OtherCostOrOtherBasisAmt
Depreciation$3,100,260DepreciationAmt
Book Value$2,210,481BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$203,841OtherCostOrOtherBasisAmt
Depreciation$127,128DepreciationAmt
Book Value$76,713BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$399,475OtherCostOrOtherBasisAmt
Depreciation$175,902DepreciationAmt
Book Value$223,573BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$299,994OtherCostOrOtherBasisAmt
Depreciation$203,362DepreciationAmt
Book Value$96,632BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,607,399TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescACF INTERMEDIATE TERM INVESTMENT POOLDesc
Book Value$3,009,125BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$3,009,125TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescFINANCING LEASE LIABILITYDesc
Amt$128,094Amt
FieldValueIRS element (for citing)
Total Liability$128,094TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$8,156,788TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$474,114NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$241,921DonatedServicesAndUseFcltsAmt
Revenue Not Reported-$232,193RevenueNotReportedAmt
Revenue Subtotal$8,388,981RevenueSubtotalAmt
Investment Expenses Not Incld$33,390InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$33,390RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,422,371TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,641,931TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$241,921DonatedServicesUseFcltsAmt
Expenses Not Reported$241,921ExpensesNotReportedAmt
Expenses Subtotal$7,400,010ExpensesSubtotalAmt
Investment Expenses Not Incld2$33,390InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$33,390ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,433,400TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE INTENDED USE OF ENDOWMENT FUNDS IS FOR OPERATIONS, PROGRAMS AND SCHOLARSHIPS. THE PERMANENT ENDOWMENT FUNDS CANNOT BE USED FOR THE PURPOSES MENTIONED UNLESS GRANTOR AUTHORIZES SUCH USE.
PART X, LINE 2:THE FOUNDATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND, ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME WOULD BE TAXABLE. THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. THE FOUNDATION'S FEDERAL RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAX (FORM 990) FOR FISCAL YEARS 2021, 2022 AND 2023 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FASHION GALAEvent1Nm
Gross Receipts Event1$2,686,600GrossReceiptsEvent1Amt
Charitable Contri Event1$2,506,557CharitableContriEvent1Amt
Gross Revenue Event1$180,043GrossRevenueEvent1Amt
Food And Beverage Event1$125,825FoodAndBeverageEvent1Amt
Event2GOLF TOURNAMENTEvent2Nm
Gross Receipts Event2$432,861GrossReceiptsEvent2Amt
Charitable Contri Event2$404,054CharitableContriEvent2Amt
Gross Revenue Event2$28,807GrossRevenueEvent2Amt
Food And Beverage Event2$61,020FoodAndBeverageEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$479,758GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$448,550CharitableContriOtherEventsAmt
Gross Revenue Other Events$31,208GrossRevenueOtherEventsAmt
Food And Beverage Other Events$53,213FoodAndBeverageOtherEventsAmt
Gross Receipts Total$3,599,219GrossReceiptsTotalAmt
Charitable Contributions Tot$3,359,161CharitableContributionsTotAmt
Gross Revenue Total Events$240,058GrossRevenueTotalEventsAmt
Food And Beverage Total Events$240,058FoodAndBeverageTotalEventsAmt
Direct Expense Summary Events$240,058DirectExpenseSummaryEventsAmt
Net Income Summary$0NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$88,909GrossRevenueOtherGamingAmt
Volunteer Labor Other GamingYes (1)VolunteerLaborOtherGamingInd
Volunteer Labor Other Gaming1.00000VolunteerLaborOtherGamingPct
Gross Revenue Total Gaming$88,909GrossRevenueTotalGamingAmt
Net Gaming Income Summary$88,909NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedAZStatesWhereGamingConductedCd
Licensed0LicensedInd
Explanation If NoTHE ORGANIZATION IS EXEMPT FROM LICENSING IN ARIZONA (ARS 13-3302).ExplanationIfNoTxt
License Suspended Etc0LicenseSuspendedEtcInd
Gaming With NonmembersYes (1)GamingWithNonmembersInd
Member Of Other Entity0MemberOfOtherEntityInd
Gaming Other Facility1.00000GamingOtherFacilityPct
Individual With BooksCYNTHIA EHLERSIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line11130 E MCDOWELL ROADAddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85006ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game Rev0CntrctWith3rdPrtyForGameRevInd
Charitable Distribution Rqr0CharitableDistributionRqrInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeEDUCATION & CAREER SCHOLARSHIPSGrantTypeTxt
Recipient48RecipientCnt
Cash Grant$36,165CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationAN ANNUAL NEEDS ASSESSMENT AND GRADE HISTORY ARE REQUIRED FROM EACH GRANTEE BEFORE TUITION CAN BE AWARDED FOR THE SCHOOL YEAR. TUITION IS AWARDED ONLY FOR REQUIRED COURSES ESSENTIAL TO THE EDUCATIONAL PROGRAM AND PROOF OF ATTENDANCE IS VERIFIED. ALL TUITION PAYMENTS ARE SENT DIRECTLY TO THE EDUCATIONAL INSTITUTION, WITH EXPLICIT INSTRUCTIONS THAT ANY WITHDRAWAL FEES MUST BE RETURNED DIRECTLY TO THE ORGANIZATION.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KIMBERLY MCWATERS
PRESIDENT/CEO$189,306$0$0$0$0$0$0$0$17,628$0$206,934$0$0$0
PATTI O'BRIEN
CHIEF OF MARKETING/CLIENT EXPERIENCE$155,259$0$0$0$0$0$1,231$0$16,143$0$172,633$0$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution9ContributionCnt
Noncash Contributions Rpt F990$263,756NoncashContributionsRptF990Amt
Method Of Determining RevenuesSTOCK QUOTEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2PATRICIA PETZNICK AND BEVERLY STEWART (DECEASED JULY 2023) HAD A FAMILY RELATIONSHIP. BELLE PETZNICK, MELINDA PETZNICK AND PATRICIA PETZNICK HAVE A FAMILY RELATIONSHIP. PATRICIA PETZNICK AND MARY UPCHURCH HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE RETURN IS REVIEWED BY THE CHIEF FINANCIAL OFFICER, PRESIDENT/CEO AND FINANCE COMMITTEE CHAIR. BEFORE ITS FILED WITH THE IRS, EACH BOARD MEMBER RECEIVES A COMPLETE COPY OF FORM 990.
FORM 990, PART VI, SECTION B, LINE 12CAT THE END OF EACH CALENDAR YEAR, EVERY INTERESTED PERSON, INCLUDING BOARD OFFICERS, DIRECTORS AND OTHER DISQUALIFIED PERSONS, RECEIVE A QUESTIONNAIRE WHICH EVALUATES ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST. EACH INTERESTED PERSON MUST RETURN THE SIGNED FORM CONFIRMING ANY OR THE LACK OF CONFLICTS OF INTEREST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, A DISQUALIFIED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST TO THE DIRECTORS AND MEMBERS OF COMMITTEES CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST, THE DISQUALIFIED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF DISCLOSURE OCCURS PRIOR TO CONSIDERATION THE DISQUALIFIED PERSON SHOULD ABSTAIN FROM ALL DISCUSSIONS AND CONSIDERATION.
FORM 990, PART VI, SECTION B, LINE 15ATHE CEO'S COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. THEY CONSIDER THE INDIVIDUAL'S PERFORMANCE BASED ON ESTABLISHED GOALS, AGENCY PERFORMANCE, GENERAL MARKET CONDITIONS, MARKET DATA AND SURVEYS, AND COMPENSATION PAID FOR SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS TO DETERMINE ANY NECESSARY ADJUSTMENTS IN COMPENSATIONS. DECISIONS ARE DOCUMENTED BY THE BOARD. THE LAST REVIEW FOR THE CEO'S COMPENSATION WAS FEBRUARY 2024.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S ARTICLES OF INCORPORATION, BY-LAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST TO THE PRESIDENT/CEO OF THE ORGANIZATION.

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