FRESH START WOMENS FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FRESH START WOMENS FOUNDATION (EIN 86-0762610)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-01-11
- IRS object ID
- 202210119349301231
- Schema version
- 2020v4.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-11T13:25:27-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341884125 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4722 N 24TH ST STE 300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860762610 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRESH START WOMEN'S FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRES | BusinessNameControlTxt |
| Phone | 6022617128 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 EAST MCDOWELL ROAD | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LATA PALL | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6022617128 | PhoneNum |
| Signature | 2022-01-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LATA | PersonFirstNm |
| Person Last | PALL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN BASS | PreparerPersonNm |
| PTIN | P01247587 | PTIN |
| Phone | 6022646835 | PhoneNum |
| Preparation | 2022-01-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIMBERLY MCWATERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 E MCDOWELL ROAD | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,199,432 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FRESHSTARTWOMEN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | 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 Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Total Volunteers | 289 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,988,815 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,930,747 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,986 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,439 | CYProgramServiceRevenueAmt |
| PY Investment Income | $153,800 | PYInvestmentIncomeAmt |
| CY Investment Income | $124,397 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $5,145 | CYOtherRevenueAmt |
| PY Total Revenue | $3,166,601 | PYTotalRevenueAmt |
| CY Total Revenue | $3,076,728 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $79,624 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $39,630 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,777,215 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,931,114 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $528,504 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,010,388 | PYOtherExpensesAmt |
| CY Other Expenses | $958,863 | CYOtherExpensesAmt |
| PY Total Expenses | $2,867,227 | PYTotalExpensesAmt |
| CY Total Expenses | $2,929,607 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $299,374 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $147,121 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,823,051 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,609,254 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,832,684 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,889,420 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,990,367 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,719,834 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FRESH START WOMEN'S FOUNDATION PROVIDES EDUCATION, RESOURCES AND SUPPORT FOR WOMEN TO POSITIVELY TRANSFORM THEIR LIVES AND STRENGTHEN OUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $273,713 | ExpenseAmt |
| Desc | CAREER SERVICES: FRESH START CAREER SERVICES SUPPORT WOMEN IN THEIR JOURNEYS TO NEW AND BETTER EMPLOYMENT. THIS LAST YEAR, FRESH START PROVIDED OVER 162 ONE-ON-ONE CAREER COACHING SESSIONS AND A PLETHORA OF CAREER WORKSHOPS SPANNING THE TOPICS OF INTERVIEWING, JOB SEARCHING, AND RESUME WRITING SKILLS. FOR WOMEN SEEKING FURTHER ONE-ON-ONE CAREER SUPPORT, THE MENTORING PROGRAM IS A HIGHLY SUCCESSFUL AND MEANINGFUL PURSUIT. LAST YEAR, THE MENTORING PROGRAM SERVED 89 MENTEES WHO COMPLETED THE PROGRAM WITH A 91% COMPLETION RATE. 96% OF THOSE MENTEES REPORTED AN INCREASED SUPPORT NETWORK AND 92% REPORTED AN INCREASE IN RESILIENCY COPING STRATEGIES. IN ADDITION TO WORKSHOPS, COACHING AND MENTORING, AND EMPLOYMENT EVENTS, FRESH START ALSO HAS TWO RIGOROUS PROGRAMS THAT SUPPORT PERSONAL AND PROFESSIONAL DEVELOPMENT. OUR WEEK-LONG/40 HOUR "JUMP START PROGRAM" SERVED 81 WOMEN AND OUR KICK START PROGRAM SERVED 27 WOMEN. 94% OF GRADUATES REPORT FEELING MORE CONFIDENT IN OBTAINING A JOB AND 94% HAVE APPLIED THE SKILLS THEY LEARNED TO THEIR LIVES. FOR WOMEN WHO NEED TECHNOLOGY SUPPORT, FRESH START OFFERS AN ARRAY OF COMPUTER LITERACY CLASSES, SPANNING EXCEL, MICROSOFT WORD, AND MORE. WOMEN ACCESS THESE CLASSES IN OUR COMPUTER LAB, EQUIPPED WITH HIGHLY-SKILLED INSTRUCTORS TO ASSIST WITH SOFTWARE, JOB SEARCHING, AND MORE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $245,923 | ExpenseAmt |
| Desc | SOCIAL WORK SERVICES: FRESH START'S TEAM OF SKILLED MASTERS IN SOCIAL WORKERS CONDUCTED 721 IN-DEPTH SESSIONS LAST YEAR SUPPORTING WOMEN MAKING BIG CHANGES IN THEIR LIVES. 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, BOUNDARY SETTING, AND MUCH MORE. WOMEN WERE IN GREAT NEED OF FRESH START'S SOCIAL WORK SERVICES; OUR TEAM MET THOSE NEEDS BY CONDUCTING 701 SUPPORT CALLS TO HELP WOMEN TO ADDRESS DOMESTIC VIOLENCE, SELF-ESTEEM, LOSS, BEREAVEMENT, ADDICTION, INTERPERSONAL RELATIONSHIPS AND BOUNDARY SETTING; SOCIAL WORK SUPPORT GROUPS HAD A TOTAL OF 465 ATTENDEES THROUGHOUT THE YEAR; AND 2,299 RESOURCE COACHING SESSIONS WERE CONDUCTED TO ENSURE WOMEN WERE CONNECTED WITH COMMUNITY RESOURCES AND AID. 82% OF SOCIAL WORK CLIENTS REPORT MAKING SIGNIFICANT PROGRESS TOWARD THEIR GOALS AND 90% FOUND SOCIAL WORK MODERATELY TO EXTREMELY USEFUL IN HELPING OVERCOME BARRIERS TO SELF-SUFFICIENCY. SOCIAL WORK SERVICES ARE THE BACKBONE OF FRESH START, SUPPORTING WOMEN AS THEY OVERCOME HURDLES AND ACHIEVE THEIR GOALS AND DREAMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $243,341 | ExpenseAmt |
| Revenue | $12,494 | RevenueAmt |
| Desc | FAMILY LAW SUPPORT SERVICES: FAMILY LAW SUPPORT 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 2,268 INDIVIDUAL SESSIONS WHICH PROVIDED 588 WOMEN WITH LEGAL INFORMATION AND ASSISTANCE WITH DOCUMENT REVIEW AND/OR DOCUMENT PREPARATION FOR THEIR DIVORCE OR FAMILY LAW MATTERS. OUR REGULARLY PROVIDED, FAMILY LAW INFORMATION SESSION HAD 122 ATTENDEES THROUGHOUT THE YEAR, BREAKING DOWN FOR THEM 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 AND AFFORDABLE DOCUMENT PREPARATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,416,944 | ExpenseAmt |
| Grant | $39,630 | GrantAmt |
| Revenue | $13,103 | RevenueAmt |
| Desc | EDUCATION AND CAREER SCHOLARSHIPS: 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, OUR FLORINE JACKSON SCHOLARSHIP AWARDED A TOTAL OF $19,718; THE E. JEAN GOULET SCHOLARSHIP AWARDED $3,349; 13 WOMEN WERE ADMITTED INTO THE PARADISE VALLEY COMMUNITY COLLEGE SMALL BUSINESS START-UP PROGRAM; 21 WOMEN WERE ADMITTED TO THE GOOGLE WOMEN IN IT PROGRAM; AND 48 WOMEN WERE ADMITTED TO THE DREAMBUILDER BUSINESS PROGRAM. FRESH START IS COMMITTED TO OPPORTUNITIES THAT ALLOW US TO SPONSOR AND SUPPORT WOMEN AS THEY UNDERGO WORKFORCE TRAINING AND DEVELOPMENT PROGRAMS THAT WILL HELP LEAD THEM TO CAREER ADVANCEMENT AND SELF-SUFFICIENCY.EDUCATION SERVICES: 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. TOTAL ATTENDANCE FOR ALL WORKSHOPS THIS LAST YEAR WAS 5,240. THOSE WORKSHOPS SAW A 94% SATISFACTION RATE, FOLLOWED BY 94% OF WOMEN WHO REPORTED FEELING SUPPORTED AND EQUIPPED TO FACE THEIR CIRCUMSTANCES BECAUSE OF FRESH START AND 95% WHO REPORTED AT LEAST A 50% KNOWLEDGE GAIN AFTER PARTICIPATING IN A WORKSHOP. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,416,944 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $39,630 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $13,103 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,179,921 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 32 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LATA PALL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6027513062 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 E MCDOWELL ROAD | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| SUSAN BERMAN | ||||||
| PRESIDENT/CEO (THRU JAN 2021) | 40.00 | Yes (X) | $130,013 | $0 | $5,295 | |
| LATA PALL | ||||||
| CFO | 32.00 | Yes (X) | $76,740 | $0 | $7,230 | |
| KIMBERLY MCWATERS | ||||||
| PRESIDENT/CEO (AS OF FEB 2021) | 40.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NANCY LOFTIN | ||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ADRIANNE WRIGHT TAYLOR | ||||||
| VICE-CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GENA BONSALL | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| REBECCA AILES-FINE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DR ANTOINETTE FARMER-THOMPSON | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LORRAINE FIELD | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MICHELLE FRIEDMAN | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ELISE GOULD | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| FRANCES HAYNES | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ANDREA KATSENES PAPPAS | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KARLENE KEOGH PARKS | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JANET KIZZIAR PHD | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARLENE KLOTZ-COLLINS | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| STEPHANIE LAYTON | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CYNTHIA LIETZ PHD LCSW | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BARBARA MILAZZO | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARY PAHISSA UPCHURCH | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BELLE PETZNICK | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MELINDA PETZNICK | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PAT PETZNICK | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BEATRIZ ELISABETH RENDON | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| TERRY ROMAN | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KATIE SCARDELLO | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BEVERLY STEWART | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LISA STEVENS ANDERSON | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PATTY WHITE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $206,753 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,525 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $254,421 | FundraisingAmt |
| Government Grants | $458,200 | GovernmentGrantsAmt |
| All Other Contributions | $2,218,126 | AllOtherContributionsAmt |
| Noncash Contributions | $49,142 | NoncashContributionsAmt |
| Total Contributions | $2,930,747 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FAMILY LAW SUPPORT | 541100 | $12,494 | $12,494 |
| OTHER PROGRAM SERVICES | 900099 | $3,945 | $3,945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,439 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,960 | TotalRevenueColumnAmt |
| Exclusion | $61,960 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $148,997 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $75,983 | SecuritiesAmt |
| Other | $10,577 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $73,014 | SecuritiesAmt |
| Other | -$10,577 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,437 | TotalRevenueColumnAmt |
| Exclusion | $62,437 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $32,131 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $254,421 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $36,144 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,013 | TotalRevenueColumnAmt |
| Exclusion | -$4,013 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $9,158 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,158 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,158 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,076,728 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,597 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $120,384 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,630 | TotalAmt |
| Program Services | $39,630 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,438 | TotalAmt |
| Program Services | $159,264 | ProgramServicesAmt |
| Management And General | $18,386 | ManagementAndGeneralAmt |
| Fundraising | $39,788 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,484,983 | TotalAmt |
| Program Services | $1,087,682 | ProgramServicesAmt |
| Management And General | $125,573 | ManagementAndGeneralAmt |
| Fundraising | $271,728 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,749 | TotalAmt |
| Program Services | $7,140 | ProgramServicesAmt |
| Management And General | $825 | ManagementAndGeneralAmt |
| Fundraising | $1,784 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,655 | TotalAmt |
| Program Services | $64,936 | ProgramServicesAmt |
| Management And General | $7,497 | ManagementAndGeneralAmt |
| Fundraising | $16,222 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,289 | TotalAmt |
| Program Services | $95,431 | ProgramServicesAmt |
| Management And General | $11,017 | ManagementAndGeneralAmt |
| Fundraising | $23,841 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,057 | TotalAmt |
| Program Services | $21,803 | ProgramServicesAmt |
| Management And General | $1,234 | ManagementAndGeneralAmt |
| Fundraising | $4,020 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,453 | TotalAmt |
| Management And General | $33,453 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,827 | TotalAmt |
| Program Services | $38,314 | ProgramServicesAmt |
| Management And General | $5,144 | ManagementAndGeneralAmt |
| Fundraising | $26,369 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,004 | TotalAmt |
| Program Services | $90,893 | ProgramServicesAmt |
| Management And General | $45 | ManagementAndGeneralAmt |
| Fundraising | $79,066 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,346 | TotalAmt |
| Program Services | $25,202 | ProgramServicesAmt |
| Management And General | $199 | ManagementAndGeneralAmt |
| Fundraising | $16,945 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,431 | TotalAmt |
| Program Services | $114,640 | ProgramServicesAmt |
| Management And General | $689 | ManagementAndGeneralAmt |
| Fundraising | $13,102 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,256 | TotalAmt |
| Program Services | $167,229 | ProgramServicesAmt |
| Management And General | $1,356 | ManagementAndGeneralAmt |
| Fundraising | $2,671 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,307 | TotalAmt |
| Program Services | $50,063 | ProgramServicesAmt |
| Management And General | $419 | ManagementAndGeneralAmt |
| Fundraising | $825 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,573 | TotalAmt |
| Program Services | $175,221 | ProgramServicesAmt |
| Management And General | $1,465 | ManagementAndGeneralAmt |
| Fundraising | $2,887 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EMPLOYEE TRAINING/OTHER | $41,857 | $30,720 | $9,128 | $2,009 |
| EVENT EXPENSES | $25,555 | $25,555 | ||
| MISCELLANEOUS | $18,197 | $11,753 | $4,752 | $1,692 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,929,607 | TotalAmt |
| Program Services | $2,179,921 | ProgramServicesAmt |
| Management And General | $221,182 | ManagementAndGeneralAmt |
| Fundraising | $528,504 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,619,314 | BOYAmt |
| EOY | $1,437,378 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,292 | BOYAmt |
| EOY | $22,327 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,922 | BOYAmt |
| EOY | $77,894 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,400 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,212 | BOYAmt |
| EOY | $33,851 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,480,950 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,850,796 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,427,735 | BOYAmt |
| EOY | $2,630,154 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,207,051 | BOYAmt |
| EOY | $1,458,649 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,425,493 | BOYAmt |
| EOY | $2,934,869 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,632 | BOYAmt |
| EOY | $14,132 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,823,051 | BOYAmt |
| EOY | $8,609,254 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,125 | BOYAmt |
| EOY | $207,639 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $436,400 | BOYAmt |
| EOY | $113,531 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,306,159 | BOYAmt |
| EOY | $1,255,350 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $312,900 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,832,684 | BOYAmt |
| EOY | $1,889,420 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,374,567 | BOYAmt |
| EOY | $6,088,719 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $615,800 | BOYAmt |
| EOY | $631,115 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,990,367 | BOYAmt |
| EOY | $6,719,834 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,823,051 | BOYAmt |
| EOY | $8,609,254 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $147,121 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $582,346 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,521,563 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,097,977 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,938,332 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,988,815 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,930,747 | CurrentTaxYearAmt |
| Total | $14,477,434 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,521,563 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,097,977 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,938,332 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,988,815 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,930,747 | CurrentTaxYearAmt |
| Total | $14,477,434 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $931,219 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,546,215 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,481 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,952 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $101,315 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,976 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,960 | CurrentTaxYearAmt |
| Total | $394,684 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,872,118 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $858,560 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.91080 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90510 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,771,530 | BeginningYearBalanceAmt |
| Contributions | $18,805 | ContributionsAmt |
| Investment Earnings Or Losses | $574,076 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,364,411 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,600,887 | BeginningYearBalanceAmt |
| Contributions | $25,109 | ContributionsAmt |
| Investment Earnings Or Losses | $145,534 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,771,530 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,018,621 | BeginningYearBalanceAmt |
| Contributions | $1,495,402 | ContributionsAmt |
| Investment Earnings Or Losses | $86,864 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,600,887 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $959,963 | BeginningYearBalanceAmt |
| Contributions | $158,306 | ContributionsAmt |
| Investment Earnings Or Losses | $16,034 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $115,682 | OtherExpendituresAmt |
| End Year Balance | $1,018,621 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $989,883 | BeginningYearBalanceAmt |
| Contributions | $95,786 | ContributionsAmt |
| Other Expenditures | $125,706 | OtherExpendituresAmt |
| End Year Balance | $959,963 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.87230 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.07430 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05340 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,613,008 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,494,877 | DepreciationAmt |
| Book Value | $2,118,131 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $203,841 | OtherCostOrOtherBasisAmt |
| Depreciation | $109,658 | DepreciationAmt |
| Book Value | $94,183 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $292,682 | OtherCostOrOtherBasisAmt |
| Depreciation | $246,261 | DepreciationAmt |
| Book Value | $46,421 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $371,419 | OtherCostOrOtherBasisAmt |
| Book Value | $371,419 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,630,154 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACF INTERMEDIATE TERM INVESTMENT POOL | Desc |
| Book Value | $2,934,869 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,934,869 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SBA PPP LOAN | Desc |
| Amt | $312,900 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $312,900 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,731,806 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $582,346 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $106,185 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $688,531 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,043,275 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $33,453 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $33,453 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,076,728 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,002,339 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $106,185 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $106,185 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,896,154 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $33,453 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $33,453 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,929,607 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2018, 2019 AND 2020 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. |
| PART V: ENDOWMENT FUNDS | AT JULY 1, 2018, THE ENDOWMENT FUNDS REPORTED DID NOT INCLUDE $1,480,545 OF DESIGNATED ASSETS IN WHICH THE TOTAL BEGINNING OF YEAR BALANCE SHOULD HAVE REFLECTED $2,499,166. TO CORRECT THE ENDOWMENT FUND BALANCE AT JUNE 30, 2019, CURRENT YEAR CONTRIBUTIONS HAVE BEEN INCREASED BY $1,480,545 FOR FUNDS NOT PREVIOUSLY REFLECTED IN THE BEGINNING OF YEAR BALANCE. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $286,552 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $254,421 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $32,131 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $36,144 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $286,552 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $254,421 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $32,131 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $36,144 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $36,144 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,013 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATION & CAREER SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 82 | RecipientCnt |
| Cash Grant | $39,630 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $49,142 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 BOARD TREASURER. THE RETURN IS THEN MADE AVAILABLE TO BOARD MEMBERS FOR THEIR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE END OF EACH FISCAL 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 OCTOBER 2020. |
| 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. |
| FORM 990, PART VII, COMPENSATION | PRIOR TO ASSUMING THE ROLE OF PRESIDENT/CEO ON FEBRUARY 1, 2021, KIM MCWATERS SERVED ON THE FRESH START BOARD OF DIRECTORS AS CHAIRMAN. |
Comments