2023-05-15T17:40:14-05:00 2022-06-30 341874260 CBIZ MHM LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2021-07-01 680101133 THE PHOENIX FAMILY HOUSING CORPORATION PHOE 8165611033 3908 WASHINGTON STREET KANSAS CITY MO 64111 KIMBER MYERS GIVNER EXECUTIVE DIRECTOR 8165611033 2023-05-15 1 KIMBER MYERS GIVNER XXX-XX-XXXX LISA BURKE P00220718 8169455500 2023-05-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z PHOENIX FAMILY KIMBER MYERS GIVNER 3908 WASHINGTON STREET KANSAS CITY MO 64111 3553835 0 X WWW.PHOENIXFAMILY.ORG X 1985 CA PHOENIX FAMILY EMPOWERS PEOPLE LIVING IN LOW-INCOME HOUSING COMMUNITIES WITH THE ON-SITE SUPPORT THEY NEED TO GAIN STABILITY AND ACHIEVE SELF-SUFFICIENCY. 15 15 71 505 0 0 1277518 1370815 1795916 2136224 1090 616 1953 -139551 3076477 3368104 0 0 0 0 2251810 2540319 0 0 122214 767683 614272 3019493 3154591 56984 213513 1831195 2533535 686653 850163 1144542 1683372 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 316759 258966 THE "SENIOR EMPOWERMENT PROGRAM" HELPS OLDER ADULTS TO LIVE INDEPENDENTLY WITH DIGNITY AND CHOICE, WHILE ENHANCING HOUSEHOLD STABILITY. THIS PROGRAM ANNUALLY SERVES OVER 1,600 HOUSEHOLDS. 205216 167774 THE "YOUTH DEVELOPMENT PROGRAM, OR HIKE, PROVIDES CHILDREN WITH PURPOSEFUL EXPERIENCES, POSITIVE RELATIONSHIPS, AND THE SUPPORT NEEDED TO BECOME HEALTHY, RESPONSIBLE AND CARING ADULTS. THIS PROGRAM ANNUALLY SERVES OVER 1,000 CHILDREN. 688309 562726 THE "FAMILIES FIRST PROGRAM" EMPOWERS ADULTS TO OVERCOME BARRIERS AND REACH THEIR FULL POTENTIAL AS PARENTS, COMMUNITY MEMBERS, AND INDIVIDUALS. THE PROGRAM ANNUALLY SERVES OVER 1,300 HOUSEHOLDS. 1402678 1146758 PARTNERSHIP MANAGEMENT FEES AND DEVELOPER FEES RELATED TO THE PROVISION OF HOUSING FACILITIES NOT RELATED TO THE PROGRAMS ABOVE. 1402678 1146758 2612962 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 71 0 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA MO OK KS WA IA FL HI X X WENDY COBB CONTROLLER 8166128834 3908 WASHINGTON STREET KANSAS CITY MO 64111 RICK KAHLE CHAIRMAN 1.00 1.00 X X 0 0 0 ERICA DOBREFF SECRETARY 0.50 0.50 X X 0 0 0 DAVID HOUCHEN TREASURER 0.50 0.50 X X 0 0 0 ULYSSES DEKE CLAYBORN DIRECTOR 0.50 0.50 X 0 0 0 MATT CONDON DIRECTOR 0.50 0.50 X 0 0 0 SARAH OSBORNE DIRECTOR 0.50 0.50 X 0 0 0 MARK GARRETT DIRECTOR 0.50 0.50 X 0 0 0 RAMIE ORF DIRECTOR 0.50 0.50 X 0 0 0 KEN EIDSON DIRECTOR 0.50 0.50 X 0 0 0 KAREN DANIEL DIRECTOR 0.50 0.50 X 0 0 0 MARK SEELY 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 BRANDON SCARBOROUGH 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 EXECUTIVE DIRECTOR 40.00 10.00 X 188987 0 13895 188987 0 13895 1 0 1 0 0 13761 365655 110413 880986 150955 1370815 PROGRAM SERVICE FEES 624200 2126491 2126491 PARTNERSHIP MANAGEMENT FEES 624200 9400 9400 PARTNERSHIP INCOME 624200 333 333 2136224 616 616 46180 365655 185731 -139551 -139551 3368104 2136224 0 -138935 206329 51582 103165 51582 1946212 1689442 200534 56236 24524 21288 2527 709 218148 189367 22478 6303 145106 125962 14951 4193 44172 16457 27211 504 200676 170216 28910 1550 35660 26859 8239 562 9800 9800 33529 22004 11175 350 TENNANT AND FAMILY SERV 290435 289985 225 225 3154591 2612962 419415 122214 905926 1311535 434165 434781 28190 30130 376939 602884 5000 161652 153132 18320 8520 125000 67655 15685 1831195 2533535 219340 641163 356900 209000 110413 686653 850163 X 1068688 1566194 75854 117178 1144542 1683372 1831195 2533535 X 213513 325600 -283 X 0 1 X 1 0 X 859261 1504372 1404303 1277518 1370815 6416269 859261 1504372 1404303 1277518 1370815 6416269 16390 6399879 352 373 3318 1090 616 5749 3 8458 8461 6430479 8939394 0.99520 0.99780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7718 7718 0 153934 145414 8520 8520 X 3421719 10500 43448 53948 3367771 333 333 3368104 3208539 10500 43448 53948 3154591 0 3154591 PART X, LINE 2: THE ORGANIZATION HAS 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 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, 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 EITHER IN THE STATEMENTS OF ACTIVITIES OR CHANGES IN NET ASSETS 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 43,448. PART XI, LINE 4B - OTHER ADJUSTMENTS: PARTNERSHIP INCOME 333. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 43,448. UNGALA 411835 365655 46180 10000 1700 70401 40094 12060 51476 411835 365655 46180 10000 1700 70401 40094 12060 51476 185731 -139551 X X 0 0 0 0 0 0 0 0 0 KIMBER MYERS GIVNER EXECUTIVE DIRECTOR 188987 0 0 0 0 0 5631 0 8264 0 202882 0 0 0 X 150955 FMV 0 0 0 FORM 990, PAGE 1, PART 1 PHOENIX FAMILY EMPOWERS PEOPLE LIVING IN LOW-INCOME HOUSING COMMUNITIES WITH THE ON-SITE SUPPORT THEY NEED TO GAIN STABILITY AND ACHIEVE SELF-SUFFICIENCY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S CONTROLLER, EXECUTIVE DIRECTOR AND FINANCE COMMITTEE REVIEW THE FORM 990 BEFORE PRESENTING TO THE BOARD OF DIRECTORS. ONCE THE BOARD HAS APPROVED THE SUBMITTED DRAFT, THE 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 EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE AND DETERMINES ANY APPROPRIATE CHANGES BASED ON THE AGENCY'S FINANCIAL SITUATION AND COMPARABILITY TO OTHER SIMILAR ORGANIZATIONS. THE EXECUTIVE DIRECTOR IS THE ONLY PAID OFFICER OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE ON THE GREATER KANSAS CITY COMMUNITY FOUNDATION'S WEB-SITE. THE ORGANIZATION ALSO MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: PARTNERSHIP INCOME -333. OTHER 50. GREENWAY GP LLC 3908 WASHINGTON KANSAS CITY MO 64111 272395998 HOLDING COMPANY IA -8 133 PHOENIX FAMILY HOUSING PHOENIX FAMILY VENTURES INC 3908 WASHINGTON KANSAS CITY MO 64111 331119431 AFFORDABLE HOUSING MO 501(C)(3) LINE 10 N/A 0 CDT CMI STEINBECK LP 1911 65TH AVENUE W TACOMA WA 98466 383878266 LOW INCOME HOUSING WA 144 0 0 VB WILIKINA LIMITED PARTNERSHIP 1911 65TH AVENUE W TACOMA WA 98466 LOW INCOME HOUSING WA 9 1757 0 0 GREENWAY OF BURLINGTON ASSOCIATES 3408 WOODLAND AVE STE 504 WEST DES MOINES IA 50266 272065701 LOW INCOME HOUSING IA 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 PHOENIX FAMILY VENTURES INC C 270000 FMV PHOENIX FAMILY VENTURES INC E 379335 FMV