FURP.ORG / PUBLIC DATA EXPLORER

PHOENIX FAMILY VENTURES INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
PHOENIX FAMILY VENTURES INC (EIN 33-1119431)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202311359349317446
Schema version
2021v4.2
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)
Return2023-05-15T17:39:47-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341874260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MHM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1700 WEST 47TH STREET SUITE 1100AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64112ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN331119431EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PHOENIX FAMILY VENTURES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPHOEBusinessNameControlTxt
Phone8165614240PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13908 WASHINGTON STAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64111ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIMBER MYERS-GIVNERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone8165614240PhoneNum
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKIMBERPersonFirstNm
Person LastMYERS-GIVNERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA BURKEPreparerPersonNm
PTINP00220718PTIN
Phone8169455500PhoneNum
Preparation2023-05-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKIMBER MYERS-GIVNERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12838 WARWICK TRAFFICWAYAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64108ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$628,697GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2005FormationYr
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionTO HOLD OWNERSHIP INTERESTS IN ENTITIES THAT OWN AND OPERATE LOW-INCOME HOUSING COMMUNITIES.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,875PYContributionsGrantsAmt
CY Contributions Grants$115CYContributionsGrantsAmt
PY Program Service Revenue$76,663PYProgramServiceRevenueAmt
CY Program Service Revenue$528,688CYProgramServiceRevenueAmt
PY Investment Income$308,997PYInvestmentIncomeAmt
CY Investment Income$99,894CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$390,535PYTotalRevenueAmt
CY Total Revenue$628,697CYTotalRevenueAmt
PY Grants And Similar Paid$249,600PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$270,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$41,664PYOtherExpensesAmt
CY Other Expenses$288,705CYOtherExpensesAmt
PY Total Expenses$291,264PYTotalExpensesAmt
CY Total Expenses$558,705CYTotalExpensesAmt
PY Revenues Less Expenses$99,271PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$69,992CYRevenuesLessExpensesAmt
Total Assets BOY$7,512,142TotalAssetsBOYAmt
Total Assets EOY$7,212,783TotalAssetsEOYAmt
Total Liabilities BOY$710,957TotalLiabilitiesBOYAmt
Total Liabilities EOY$732,020TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,801,185NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,480,763NetAssetsOrFundBalancesEOYAmt
MissionTO HOLD OWNERSHIP INTERESTS IN ENTITIES THAT OWN AND OPERATE LOW-INCOME HOUSING COMMUNITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$524,756ExpenseAmt
Grant$270,000GrantAmt
Revenue$528,688RevenueAmt
DescTHE ORGANIZATION PROVIDES RENTAL HOUSING AND TENANT SERVICES FOR APPROXIMATELY 748 HOUSEHOLDS WHO ARE LOW INCOME CERTIFIED.Desc
Total Program Service Expenses$524,756TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
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 Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
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 Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
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 OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WENDY COBB CONTROLLERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8166128834PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13908 WASHINGTON STREETAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64111ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RICK KAHLE
CHAIRMAN1.001.00Yes (X)Yes (X)$0$0$0
ERICA DOBREFF
SECRETARY0.500.50Yes (X)Yes (X)$0$0$0
DAVID HOUCHEN
TREASURER0.500.50Yes (X)Yes (X)$0$0$0
ULYSSES DEKE CLAYBORN
DIRECTOR0.500.50Yes (X)$0$0$0
MATT CONDON
DIRECTOR0.500.50Yes (X)$0$0$0
SARAH OSBORNE
DIRECTOR0.500.50Yes (X)$0$0$0
MARK GARRETT
DIRECTOR0.500.50Yes (X)$0$0$0
RAMIE ORF
DIRECTOR0.500.50Yes (X)$0$0$0
KEN EIDSON
DIRECTOR0.500.50Yes (X)$0$0$0
KAREN DANIEL
DIRECTOR0.500.50Yes (X)$0$0$0
MARK SEELY
DIRECTOR0.500.50Yes (X)$0$0$0
CAMERON GARRISON
DIRECTOR0.500.50Yes (X)$0$0$0
DAVID MCDANIEL
DIRECTOR0.500.50Yes (X)$0$0$0
BRANDON SCARBOROUGH
DIRECTOR0.500.50Yes (X)$0$0$0
RAM SHANKAR
DIRECTOR0.500.50Yes (X)$0$0$0
TOM VOLINI
DIRECTOR0.500.50Yes (X)$0$0$0
KIMBER MYERS GIVNER
EXECUTIVE DIRECTOR10.0040.00Yes (X)$0$188,987$13,895
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$188,987TotReportableCompRltdOrgAmt
Total Other Compensation$13,895TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$115AllOtherContributionsAmt
Total Contributions$115TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
HOUSING PROJECTS REVEN624200$291,681$291,681
HOUSING MANAGEMENT FEE624200$224,014$224,014
LOW INCOME HOUSING PAR624200$12,993$12,993
FieldValueIRS element (for citing)
Total Program Service Revenue$528,688TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$99,894TotalRevenueColumnAmt
Exclusion$99,894ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$628,697TotalRevenueColumnAmt
Related Or Exempt Func Income$528,688RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$99,894ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$270,000TotalAmt
Program Services$270,000ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$15,000TotalAmt
Program Services$15,000ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$13,971TotalAmt
Management And General$13,971ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,570TotalAmt
Management And General$3,570ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,235TotalAmt
Program Services$8,118ProgramServicesAmt
Management And General$8,117ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
BAD DEBT EXPENSE HOUSIN$231,638$231,638
FILING & APPLICATION FE$8,291$8,291

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$558,705TotalAmt
Program Services$524,756ProgramServicesAmt
Management And General$33,949ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$599,735BOYAmt
EOY$334,358EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,945BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$4,050,651BOYAmt
EOY$2,956,684EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$538,633LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$95,713LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$459,155BOYAmt
EOY$442,920EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,172,102BOYAmt
EOY$3,056,508EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$225,554BOYAmt
EOY$422,313EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,512,142BOYAmt
EOY$7,212,783EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$10,957BOYAmt
EOY$32,020EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$700,000BOYAmt
EOY$700,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$710,957BOYAmt
EOY$732,020EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,801,185BOYAmt
EOY$6,480,763EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,801,185BOYAmt
EOY$6,480,763EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,512,142BOYAmt
EOY$7,212,783EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$69,992ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$377,421NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$12,993OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,400CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,007CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,315CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,875CurrentTaxYearMinus1YearAmt
Current Tax Year$115CurrentTaxYearAmt
Total$43,712TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$323,268CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$126,549CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$273,034CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$248,760CurrentTaxYearMinus1YearAmt
Current Tax Year$528,688CurrentTaxYearAmt
Total$1,500,299TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$351,668CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$134,556CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$275,349CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$253,635CurrentTaxYearMinus1YearAmt
Current Tax Year$528,803CurrentTaxYearAmt
Total$1,544,011TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,544,011PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,181CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$137,472CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$97,733CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$136,907CurrentTaxYearMinus1YearAmt
Current Tax Year$99,894CurrentTaxYearAmt
Total$532,187TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,181CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$137,472CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$97,733CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$136,907CurrentTaxYearMinus1YearAmt
Current Tax Year$99,894CurrentTaxYearAmt
Total$532,187TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$411,849CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$272,028CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$373,082CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$390,542CurrentTaxYearMinus1YearAmt
Current Tax Year$628,697CurrentTaxYearAmt
Total$2,076,198TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.74370PublicSupportCY509Pct
Public Support PY5090.53410PublicSupportPY509Pct
Investment Income CY0.25630InvestmentIncomeCYPct
Investment Income PY0.46580InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$526,447OtherCostOrOtherBasisAmt
Depreciation$88,191DepreciationAmt
Book Value$438,256BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,186OtherCostOrOtherBasisAmt
Depreciation$7,522DepreciationAmt
Book Value$4,664BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$442,920TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
DEVELOPER FEE RECEIVABLE$42,978
RELATED PARTY RECEIVABLE$379,335
FieldValueIRS element (for citing)
Total Book Value Other Assets$422,313TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationVENTURES AND HOUSING 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 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, 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 2019.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1PHOENIX FAMILY HOUSING CORPORATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12838 WARWICK TRAFFICWAYAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64108ZIPCd
FieldValueIRS element (for citing)
Recipient EIN680101133RecipientEIN
IRC Section501(C)3IRCSectionDesc
Cash Grant$270,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc
Purpose Of GrantSUPPORT OF LOW INCOME HOUSINGPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
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

FieldValueIRS element (for citing)
PersonKIMBER MYERS GIVNERPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$188,987CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$5,631DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$8,264NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$202,882TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART 1, LINE 3FormAndLineReferenceDesc
ExplanationKIMBER MYERS-GIVNER'S COMPENSATION IS PAID BY PHOENIX FAMILY HOUSING CORPORATION, A RELATED ORGANIZATION. PHOENIX FAMILY HOUSING CORPORATION USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: FORM 990 OF OTHER ORGANIZATIONS AND A COMPENSATION SURVEY/STUDY.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE ENTITY HAS ALWAYS RELIED UPON AN OUTSIDE MANAGEMENT FIRM TO OVERSEE ITS RENTAL PROJECT INTERESTS.
FORM 990, PART VI, SECTION B, LINE 11BOFFICERS AND DIRECTORS ARE PROVIDED WITH FORMS TO REVIEW.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 15PERSONS SERVE WITHOUT BENEFIT OF COMPENSATION FROM THE ENTITY.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:INCOME/LOSS FROM DISREGARDED ENTITIES -12,993.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
GILLETTE PFH LLC
3908 WASHINGTONKANSAS CITYMO64111461517697HOLDING COMPANYWY-$362$38PHOENIX FAMILY VENTURES
JCM GP LLC
3908 WASHINGTONKANSAS CITYMO64111462446544LOW INCOME HOUSINGMO-$1$292PHOENIX FAMILY VENTURES
PFV PAIGE POINTE LLC
3908 WASHINGTONKANSAS CITYMO64111812028677LOW INCOME HOUSINGMO$10,040$7,883PHOENIX FAMILY VENTURES
VIENNA II PFH LLC
3908 WASHINGTONKANSAS CITYMO64111134252954LOW INCOME HOUSINGOH$3,346$3,106PHOENIX FAMILY VENTURES

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1PHOENIX FAMILY HOUSING CORPORATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13908 WASHINGTONAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64111ZIPCd
FieldValueIRS element (for citing)
EIN680101133EIN
Primary ActivitiesPROVIDE SERVICES TO LOW-INCOME HOUSING RESIDENTSPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1PHOENIX FAMILY VENTURES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
EMM GP LLC
3908 WASHINGTONKANSAS CITYMO64111454395428LOW INCOME HOUSINGIAPHOENIX FAMILY VENTURES INCC-$4$1,530,6241.000000
LT GP LLC
3908 WASHINGTONKANSAS CITYMO64111454395585LOW INCOME HOUSINGIAPHOENIX FAMILY VENTURES INCC-$12$1,248,9681.000000
PFV ROUTE 66 LLC
3908 WASHINGTONKANSAS CITYMO64111813912463LOW INCOME HOUSINGMOPHOENIX FAMILY VENTURES INCC-$141.000000
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
PHOENIX FAMILY HOUSING CORPORATION
B$270,000FMV
PHOENIX FAMILY HOUSING CORPORATION
D$376,335FMV