2022-01-11T13:25:27-06:00 2021-06-30 341884125 CBIZ MHM LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2020-07-01 860762610 FRESH START WOMEN'S FOUNDATION FRES 6022617128 1130 EAST MCDOWELL ROAD PHOENIX AZ 85006 LATA PALL CFO 6022617128 2022-01-11 1 LATA PALL 999009999 KRISTEN BASS P01247587 6022646835 2022-01-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KIMBERLY MCWATERS 1130 E MCDOWELL ROAD PHOENIX AZ 85006 3199432 0 X WWW.FRESHSTARTWOMEN.ORG X 1994 AZ FRESH START WOMEN'S FOUNDATION PROVIDES EDUCATION, RESOURCES AND SUPPORT FOR WOMEN TO POSITIVELY TRANSFORM THEIR LIVES AND STRENGTHEN OUR COMMUNITY. 26 26 32 289 0 0 2988815 2930747 23986 16439 153800 124397 0 5145 3166601 3076728 79624 39630 0 0 1777215 1931114 0 0 528504 1010388 958863 2867227 2929607 299374 147121 7823051 8609254 1832684 1889420 5990367 6719834 X FRESH START WOMEN'S FOUNDATION PROVIDES EDUCATION, RESOURCES AND SUPPORT FOR WOMEN TO POSITIVELY TRANSFORM THEIR LIVES AND STRENGTHEN OUR COMMUNITY. 0 0 273713 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. 245923 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. 243341 12494 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. 1416944 39630 13103 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. 1416944 39630 13103 2179921 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 1 1 32 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X LATA PALL 6027513062 1130 E MCDOWELL ROAD PHOENIX AZ 85006 X SUSAN BERMAN PRESIDENT/CEO (THRU JAN 2021) 40.00 X 130013 0 5295 LATA PALL CFO 32.00 X 76740 0 7230 KIMBERLY MCWATERS PRESIDENT/CEO (AS OF FEB 2021) 40.00 X X 0 0 0 NANCY LOFTIN CHAIR 2.00 X X 0 0 0 ADRIANNE WRIGHT TAYLOR VICE-CHAIR 2.00 X X 0 0 0 GENA BONSALL SECRETARY 2.00 X X 0 0 0 REBECCA AILES-FINE DIRECTOR 1.00 X 0 0 0 DR ANTOINETTE FARMER-THOMPSON DIRECTOR 1.00 X 0 0 0 LORRAINE FIELD DIRECTOR 1.00 X 0 0 0 MICHELLE FRIEDMAN 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 ANDREA KATSENES PAPPAS DIRECTOR 1.00 X 0 0 0 KARLENE KEOGH PARKS DIRECTOR 1.00 X 0 0 0 JANET KIZZIAR PHD DIRECTOR 1.00 X 0 0 0 MARLENE KLOTZ-COLLINS DIRECTOR 1.00 X 0 0 0 STEPHANIE LAYTON DIRECTOR 1.00 X 0 0 0 CYNTHIA LIETZ PHD LCSW DIRECTOR 1.00 X 0 0 0 BARBARA MILAZZO DIRECTOR 1.00 X 0 0 0 MARY PAHISSA UPCHURCH DIRECTOR 1.00 X 0 0 0 BELLE PETZNICK DIRECTOR 1.00 X 0 0 0 MELINDA PETZNICK DIRECTOR 1.00 X 0 0 0 PAT PETZNICK DIRECTOR 1.00 X 0 0 0 BEATRIZ ELISABETH RENDON DIRECTOR 1.00 X 0 0 0 TERRY ROMAN DIRECTOR 1.00 X 0 0 0 KATIE SCARDELLO DIRECTOR 1.00 X 0 0 0 BEVERLY STEWART DIRECTOR 1.00 X 0 0 0 LISA STEVENS ANDERSON DIRECTOR 1.00 X 0 0 0 PATTY WHITE DIRECTOR 1.00 X 0 0 0 206753 0 12525 1 0 0 0 0 254421 458200 2218126 49142 2930747 FAMILY LAW SUPPORT 541100 12494 12494 OTHER PROGRAM SERVICES 900099 3945 3945 16439 61960 61960 148997 75983 10577 73014 -10577 62437 62437 32131 254421 36144 -4013 -4013 9158 0 9158 9158 3076728 25597 0 120384 39630 39630 217438 159264 18386 39788 1484983 1087682 125573 271728 9749 7140 825 1784 88655 64936 7497 16222 130289 95431 11017 23841 27057 21803 1234 4020 33453 33453 69827 38314 5144 26369 170004 90893 45 79066 42346 25202 199 16945 128431 114640 689 13102 171256 167229 1356 2671 51307 50063 419 825 179573 175221 1465 2887 EMPLOYEE TRAINING/OTHER 41857 30720 9128 2009 EVENT EXPENSES 25555 25555 MISCELLANEOUS 18197 11753 4752 1692 2929607 2179921 221182 528504 1619314 1437378 50292 22327 60922 77894 1400 0 10212 33851 5480950 2850796 2427735 2630154 1207051 1458649 2425493 2934869 20632 14132 7823051 8609254 90125 207639 436400 113531 1306159 1255350 0 312900 1832684 1889420 X 5374567 6088719 615800 631115 5990367 6719834 7823051 8609254 147121 582346 0 X 0 1 X 1 0 X 2521563 3097977 2938332 2988815 2930747 14477434 2521563 3097977 2938332 2988815 2930747 14477434 931219 13546215 72481 68952 101315 89976 61960 394684 14872118 858560 0.91080 0.90510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2771530 18805 574076 3364411 2600887 25109 145534 2771530 1018621 1495402 86864 2600887 959963 158306 16034 115682 1018621 989883 95786 125706 959963 0.87230 0.07430 0.05340 0 0 4613008 2494877 2118131 203841 109658 94183 292682 246261 46421 371419 371419 2630154 ACF INTERMEDIATE TERM INVESTMENT POOL 2934869 F 2934869 SBA PPP LOAN 312900 312900 X 3731806 582346 106185 688531 3043275 33453 33453 3076728 3002339 106185 106185 2896154 33453 33453 2929607 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. GOLF TOURNAMENT 286552 254421 32131 36144 286552 254421 32131 36144 36144 -4013 1 EDUCATION & CAREER SCHOLARSHIPS 82 39630 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 4 49142 FMV 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 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.