2023-03-13T12:20:00-05:00 2022-06-30 341884125 CBIZ MHM LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2021-07-01 860762610 FRESH START WOMEN'S FOUNDATION FRES 6022617128 1130 EAST MCDOWELL ROAD PHOENIX AZ 85006 LATA QUINN CFO 6022617128 2023-02-08 1 LATA QUINN 999009999 KRISTEN BASS P01247587 6022646835 2023-02-08 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z KIMBERLY MCWATERS 1130 E MCDOWELL ROAD PHOENIX AZ 85006 6015969 0 X WWW.FRESHSTARTWOMEN.ORG X 1994 AZ FRESH 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. 31 31 27 374 0 0 2930747 5120806 16439 17023 124397 3080 5145 -4719 3076728 5136190 39630 22257 0 0 1931114 2606872 0 0 841090 958863 1671494 2929607 4300623 147121 835567 8609254 8848169 1889420 1844807 6719834 7003362 X THE 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. 0 0 1911701 20258 5254 CAREER, EDUCATION AND TRAINING SERVICES: FRESH START CAREER, EDUCATION AND TRAINING SERVICES SUPPORT WOMEN WITH EDUCATION, TRAINING AND PREPARATION FOR EMPLOYMENT WITH A LIVABLE WAGE FOR SELF-SUFFICIENCY AND UPWARD CAREER MOBILITY. IN FISCAL YEAR 2022, FRESH START PROVIDED ONE-ON-ONE CAREER ADVISING AND COACHING SESSIONS AND CAREER DEVELOPMENT WORKSHOPS SPANNING THE TOPICS OF INTERVIEW PREPARATION, JOB SEARCH, AND RESUME WRITING. OUR CAREER EMPOWERMENT SERIES: A WORKSHOP DEDICATED TO CAREER EXPLORATION, HELPED WOMEN DISCOVER THEIR STRENGTHS, LEARN WORKPLACE READINESS SKILLS, AND PREPARE FOR HIGH DEMAND CAREER OPPORTUNITIES. WOMEN GAINED THE KNOWLEDGE AND CONFIDENCE NECESSARY TO PURSUE AND ACHIEVE THEIR CAREER ASPIRATIONS. FRESH START ALSO OFFERS UNIQUE SCHOLARSHIP OPPORTUNITIES AND ACCESS TO EDUCATION AND CAREER TRAINING PROGRAMS FOR OUR CLIENTS WHO ARE EAGER TO PURSUE THE NEXT LEVEL OF THEIR EDUCATION AND CAREER GOALS. IN FISCAL YEAR 2021/2022, 104 WOMEN ENROLLED IN A WORKFORCE PROGRAM OR CAREER TRAINING OPPORTUNITY. FRESH START AWARDED SCHOLARSHIPS TOTALING $22,257 FOR CAREER AND WORKFORCE DEVELOPMENT, EMPOWERING WOMEN TO GAIN THE IN-DEMAND SKILLS NECESSARY TO THRIVE IN A NEW CAREER. THIS FISCAL YEAR FRESH START ALSO SECURED 14 NEW EMPLOYER PARTNERSHIPS, INCLUDING INTEL, MAYO CLINIC, AND WELLS FARGO, GIVING WOMEN ACCESS TO CAREER OPPORTUNITIES IN TODAY'S TOP INDUSTRIES. 612440 1999 SOCIAL WORK SERVICES: SOCIAL WORKERS AND SOCIAL SERVICES SPECIALISTS SUPPORTED WOMEN FROM A WIDE ARRAY OF CHALLENGES AND STRUGGLES, WITH MENTORING, PERSONAL EMPOWERMENT WORKSHOPS, AND SUPPORT GROUPS, COVERING TOPICS INCLUDING BARRIERS TO SUCCESS, RESOURCE NEEDS, GOAL SETTING, PROBLEM SOLVING, DOMESTIC VIOLENCE, BOUNDARY SETTING, AND MUCH MORE. 2,035 RESOURCE COACHING SESSIONS WERE CONDUCTED TO CONNECT WOMEN WITH COMMUNITY RESOURCES AND TO ENROLL THEM IN THE FRESH START IMPACT PROGRAM. FRESH START'S TEAM OF SKILLED SOCIAL WORKERS CONDUCTED 2,244 ONE-ON-ONE PERSONALIZED SOCIAL WORK SESSIONS SUPPORTING WOMEN IN CREATING AND ACHIEVING INDIVIDUAL GOALS, UTILIZING THE EVIDENCE-INFORMED AND SCIENCE-BASED MOBILITY MENTORING MODEL. 88% OF SOCIAL WORK CLIENTS MADE MEASURABLE PROGRESS TOWARD THEIR GOALS. IN CONJUNCTION WITH ONE-ON-ONE SESSIONS, WOMEN ATTENDED SOCIAL WORK SUPPORT GROUPS AND WORKSHOPS, BUILDING COMMUNITY WHILE ADDRESSING TOPICS SUCH AS PERSONAL BOUNDARY SETTING, CODEPENDENCY, ADDICTION, AND MUCH MORE. SOCIAL WORK SERVICES ARE THE BACKBONE OF FRESH START, SUPPORTING WOMEN AS THEY OVERCOME HURDLES AND ACHIEVE THEIR GOALS AND DREAMS. 337567 11769 FAMILY STABILITY SERVICES: REVIEWS STABILITY OF HOUSING, SAFETY OF THE HOUSEHHOLD, AND ABILITY TO MEET BASIC FAMILY NEEDS. FRESH START PROVIDED FAMILY LAW SUPPORT SERVICES TO HELP WOMEN NAVIGATE THE COMPLICATED LEGAL SYSTEM AND COURT PROCESS, SUPPORTING CLIENTS THROUGH DIVORCE, SEPARATION, ORDERS OF PROTECTION, CHILD CUSTODY, AND CHILD SUPPORT, AND OTHER FAMILY LAW ISSUES. FAMILY LAW SUPPORT STAFF CONDUCTED 1,609 INDIVIDUAL SESSIONS, WHICH PROVIDED WOMEN WITH PERSONIZED ONE-ON-ONE SUPPORT FOR LEGAL INFORMATION AND ASSISTANCE, LEGAL DOCUMENT REVIEW AND/OR CERTIFIED LEGAL DOCUMENT PREPARATION. FAMILY LAW INFORMATION SESSIONS EDUCATED WOMEN ON THE BASIC LEGAL TERMINOLOGY AND PROCESS OF A FAMILY LAW COURT HEARING. WOMEN STRUGGLE TO BECOME SELF-SUFFICIENT WHEN FAMILY LAW LEGAL ISSUES ARE HOLDING THEM BACK AND FAMILY LAW SUPPORT HELPED REMOVE BARRIERS BY EDUCATING AND EMPOWERING WOMEN WITH KNOWLEDGE OF LEGAL SYSTEM PROCESSES AND ACCESS TO AFFORDABLE DOCUMENT PREPARATION. 306794 WELL-BEING SERVICES: FRESH START OFFERS A BREADTH OF SERVICES TO HELP CLIENTS IMPROVE THEIR PERSONAL WELL-BEING. SERVICES INCLUDE MENTORING, PERSONAL EMPOWERMENT WORKSHOPS, SUPPORT GROUPS, HEALTH COACHING, AND HEALTH WORKSHOPS FACILITATED BY HIGHLY TRAINED STAFF AND INSTRUCTORS, ALONG WITH COMMUNITY PROFESSIONALS AND EXPERTS. THERE WERE OVER 909 WORKSHOP ATTENDEES THIS YEAR FOR WELL BEING OUT OF THE TOTAL 4,440 TOTAL WORKSHOPS FOR ALL PILLARS, AND AN 80% MENTEE COMPLETION RATE. 31918 FINANCIAL MANAGEMENT SERVICES: THESE SERVICES INCLUDE EDUCATION ON DEBT MANAGEMENT AND FUTURE PLANNING AND CONSIDERS A WOMAN'S ABILITY TO MEET HER FAMILY'S FINANCIAL NEEDS. FINANCIAL LITERACY WORKSHOPS AND ONE-ON-ONE FINANCIAL COACHING ARE PROVIDED. THESE SESSIONS INCLUDE TOPICS SUCH AS BUDGETING, HEALTHY MONEY HABITS, BILL MANAGEMENT, RENT & LEASE ASSESSMENT, CREDIT SCORES AND REPORTING, CREDIT CARD USE AND HOME OWNERSHIP. OF WOMEN SERVED IN FISCAL YEAR 2022, 76% WERE BELOW THE FEDERAL POVERTY LINE. 338712 3200420 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 1 1 27 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 31 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 0 0 X X LATA QUINN 6027513062 1130 E MCDOWELL ROAD PHOENIX AZ 85006 KATHERINE SCARDELLO CHAIR 2.00 X X 0 0 0 GENA BONSALL SECRETARY 2.00 X X 0 0 0 BARBARA MILAZZO TREASURER 2.00 X X 0 0 0 ADRIANNE WRIGHT TAYLOR DIRECTOR 1.00 X 0 0 0 ANDREA KATSENES PAPPAS DIRECTOR 1.00 X 0 0 0 DR ANTOINETTE FARMER-THOMPSON DIRECTOR 1.00 X 0 0 0 BEATRIZ ELISABETH RENDON DIRECTOR 1.00 X 0 0 0 BELLE PETZNICK DIRECTOR 1.00 X 0 0 0 BEVERLY STEWART DIRECTOR 1.00 X 0 0 0 CYNTHIA A LIETZ DIRECTOR 1.00 X 0 0 0 ELISE GOULD DIRECTOR 1.00 X 0 0 0 FRANCES HAYNES DIRECTOR 1.00 X 0 0 0 JANET KIZZIAR PHD DIRECTOR 1.00 X 0 0 0 JESSICA PENNINGTON DIRECTOR 1.00 X 0 0 0 KARLENE KEOGH PARKS DIRECTOR 1.00 X 0 0 0 KATHLEEN ZIEGLER DIRECTOR 1.00 X 0 0 0 LISA STEVENS ANDERSON DIRECTOR 1.00 X 0 0 0 LORRAINE FIELD DIRECTOR 1.00 X 0 0 0 MARLENE KLOTZ-COLLINS DIRECTOR 1.00 X 0 0 0 MARY PAHISSA UPCHURCH DIRECTOR 1.00 X 0 0 0 MELINDA PETZNICK DIRECTOR 1.00 X 0 0 0 MICHELLE FRIEDMAN DIRECTOR 1.00 X 0 0 0 NANCY LOFTIN DIRECTOR 1.00 X 0 0 0 PAMELA OVERTON-RISOLEO DIRECTOR 1.00 X 0 0 0 PAT PETZNICK DIRECTOR 1.00 X 0 0 0 PATTY WHITE DIRECTOR 1.00 X 0 0 0 RENIE SCIBONA DIRECTOR 1.00 X 0 0 0 RHONDA R TURNER DIRECTOR 1.00 X 0 0 0 ROBYN YOUNG DIRECTOR 1.00 X 0 0 0 STEFANIE LAYTON DIRECTOR 1.00 X 0 0 0 DONNA EASTERLY DIRECTOR 1.00 X 0 0 0 KIM FOWEE-PERERA DIRECTOR 1.00 X 0 0 0 SHIRLEY GUNTHER DIRECTOR 1.00 X 0 0 0 LATA QUINN CFO 32.00 X 101155 0 10044 KIMBERLY MCWATERS PRESIDENT/CEO 40.00 X 137760 0 11701 HEIDI COUPLAND VP OF DEVELOPMENT 40.00 X 100451 0 4018 ABDU DAHR VP OF STRATEGIC PARTNERSHIPS 40.00 X 107319 0 3447 MEGHAN SNEED VP OF PROGRAMS & ORG. IMPACT 40.00 X 103566 0 5914 550251 0 35124 5 0 0 0 0 2898422 378815 1843569 106623 5120806 FAMILY LAW SERVICES 541100 11769 11769 OTHER PROGRAM SERVICES 624100 5254 5254 17023 100261 100261 579657 659117 17721 -79460 -17721 -97181 -97181 128522 2898422 198272 -69750 -69750 69700 4669 65031 65031 5136190 17023 0 -1639 22257 22257 260660 214192 16242 30226 2032226 1669934 126637 235655 35004 28763 2182 4059 99872 82068 6223 11581 179110 147179 11161 20770 27295 20830 2155 4310 49159 49159 257459 112642 33311 111506 81606 34932 254 46420 96986 51397 1369 44220 139127 124209 3514 11404 232733 204067 1402 27264 44123 43202 300 621 244683 239574 1663 3446 EVENT EXPENSE 273014 273014 COMMUNITY OUTREACH 110107 110107 EMPLOYEE TRAINING/OTHER 70792 56206 3285 11301 CLIENT EXPENSES 9318 9318 35092 29543 256 5293 4300623 3200420 259113 841090 1437378 1041482 22327 542601 77894 331686 33851 72316 5887642 2967970 2630154 2919672 1458649 1337514 2934869 2583731 14132 19167 8609254 8848169 207639 262163 113531 373085 1255350 1209559 312900 0 1889420 1844807 X 6088719 6565759 631115 437603 6719834 7003362 8609254 8848169 835567 -552039 0 X 0 1 X 1 0 X 3097977 2938332 2988815 2930747 5120806 17076677 3097977 2938332 2988815 2930747 5120806 17076677 762642 16314035 68952 101315 89976 61960 100261 422464 17499141 930508 0.93230 0.91080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3364411 25560 -448721 2941250 2771530 18805 574076 3364411 2600887 25109 145534 2771530 1018621 1495402 86864 2600887 959963 158306 16034 115682 1018621 0.87845 0.08500 0.03656 0 0 5269271 2661587 2607684 203841 115480 88361 251627 70188 181439 162903 120715 42188 2919672 ACF INTERMEDIATE TERM INVESTMENT POOL 2583731 F 2583731 X 4653515 -552039 113854 -438185 5091700 49159 -4669 44490 5136190 4369987 113854 4669 118523 4251464 49159 49159 4300623 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 2019, 2020 AND 2021 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES RELATED TO GAMING ACTIVITIES -4,669. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES RELATED TO GAMING ACTIVITIES 4,669. FASHION GALA 2273360 2164656 108704 108704 GOLF TOURNAMENT 412221 400126 12095 33495 20350 1 341363 333640 7723 35723 3026944 2898422 128522 177922 20350 198272 -69750 69700 4669 1 0.80000 69700 4669 4669 65031 AZ 0 THE ORGANIZATION IS EXEMPT FROM LICENSING IN ARIZONA (ARS 13-3302). 0 1 0 1.00000 CYNTHIA EHLERS 1130 E MCDOWELL ROAD PHOENIX AZ 85006 0 HEIDI COUPLAND 773 IS RESPONSIBLE FOR ORGANIZING THE RAFFLE AND DISTRIBUTING PRIZES X 0 1 EDUCATION & CAREER SCHOLARSHIPS 25 22257 PART I, LINE 2: PROOF OF COMPLETION OF CLASSES, ANNUAL NEEDS ASSESSMENT AND GRADE HISTORY ARE REQUIRED OF EACH GRANTEE PRIOR TO AWARDING TUITION FOR A SCHOOL YEAR. ALL TUITION PAYMENTS ARE SENT DIRECTLY TO THE EDUCATIONAL INSTITUTION WITH EXPLICIT INSTRUCTIONS THAT ANY WITHDRAWAL FEES ARE TO BE RETURNED DIRECTLY TO THE ORGANIZATION. X 5 33324 STOCK QUOTE X AUCTION ITEMS 58 49031 FAIR VALUE X BLDG MATERIALS 1 19879 FAIR VALUE X OTHER ITEMS 5 4389 FAIR VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 PATRICIA PETZNICK AND BEVERLY STEWART HAVE 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 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. BEFORE FILING, THE RETURN IS REVIEWED BY THE CHIEF FINANCIAL OFFICER, PRESIDENT/CEO AND FINANCE COMMITTEE CHAIR. THE BOARD WILL OBTAIN A COMPLETE COPY OF FORM 990 AFTER IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C AT 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 15A THE 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 2021. FORM 990, PART VI, SECTION C, LINE 19 THE 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.