2022-05-16T11:51:08-05:00 2021-06-30 341874260 CBIZ MHM LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2020-07-01 331119431 PHOENIX FAMILY VENTURES INC PHOE 8165614240 3908 WASHINGTON ST KANSAS CITY MO 64111 KIMBER MYERS-GIVNER EXECUTIVE DIRECTOR 8165614240 2022-05-16 1 KIMBER MYERS-GIVNER XXX-XX-XXXX LISA BURKE P00220718 8169455500 2022-05-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KIMBER MYERS-GIVNER 2838 WARWICK TRAFFICWAY KANSAS CITY MO 64108 390535 0 X N/A X 2005 MO TO HOLD OWNERSHIP INTERESTS IN ENTITIES THAT OWN AND OPERATE LOW-INCOME HOUSING COMMUNITIES. 16 16 0 16 0 0 2315 4875 209349 76663 161418 308997 0 0 373082 390535 220316 249600 0 0 0 0 0 0 0 86045 41664 306361 291264 66721 99271 7204328 7512142 700000 710957 6504328 6801185 TO HOLD OWNERSHIP INTERESTS IN ENTITIES THAT OWN AND OPERATE LOW-INCOME HOUSING COMMUNITIES. 0 0 258934 249600 76663 THE ORGANIZATION PROVIDES RENTAL HOUSING AND TENANT SERVICES FOR APPROXIMATELY 50 HOUSEHOLDS WHO ARE LOW INCOME CERTIFIED. 258934 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 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 CAMERSON 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 10.00 40.00 X 0 183020 7498 0 183020 7498 0 0 1 0 0 4875 4875 PARTENERSHIP MANAGEMEN 531390 76343 76343 MISCELLANEOUS INCOME 900099 327 327 LOW INCOME HOUSING INC 531390 -7 -7 76663 308997 308997 390535 76663 0 308997 249600 249600 20540 20540 18667 9334 9333 FILING & APPLICATION FE 2457 2457 291264 258934 32330 0 618730 599735 14945 4945 3914361 4050651 538633 79478 471882 459155 1918289 2172102 266121 225554 7204328 7512142 0 10957 700000 700000 700000 710957 X 6504328 6801185 6504328 6801185 7204328 7512142 X 99271 197579 7 X 1 X 0 1 0 X 67127 28400 8007 2315 4875 110724 175084 267257 114278 209349 76670 842638 242211 295657 122285 211664 81545 953362 0 0 0 953362 95060 116192 149743 161418 308997 831410 95060 116192 149743 161418 308997 831410 103 103 337374 411849 272028 373082 390542 1784875 0.53410 0.79320 0.46580 0.20180 X 526447 74580 451867 12186 4898 7288 459155 X PART X, LINE 2: VENTURES 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, 2021. 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. MANAGEMENT HAS ASSESSED THE EXPOSURE OF THE ORGANIZATIONS TO ANY UNCERTAIN TAX POSITIONS AND HAS CONCLUDED THAT NO MATERIAL UNCERTAIN TAX POSITIONS EXISTED AS OF JUNE 30, 2021. 0 PHOENIX FAMILY HOUSING CORPORATION 2838 WARWICK TRAFFICWAY KANSAS CITY MO 64108 680101133 501(C)3 249600 FMV N/A SUPPORT OF LOW INCOME HOUSING 0 0 0 0 0 0 0 0 0 KIMBER MYERS GIVNER EXECUTIVE DIRECTOR 0 183020 0 0 0 0 0 6864 0 634 0 190518 0 0 PART 1, LINE 3 KIMBER 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. FORM 990, PART VI, SECTION A, LINE 3 THE ENTITY HAS ALWAYS RELIED UPON AN OUTSIDE MANAGEMENT FIRM TO OVERSEE ITS RENTAL PROJECT INTERESTS. FORM 990, PART VI, SECTION B, LINE 11B OFFICERS AND DIRECTORS ARE PROVIDED WITH FORMS TO REVIEW. 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 15 PERSONS SERVE WITHOUT BENEFIT OF COMPENSATION FROM THE ENTITY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: INCOME/LOSS FROM DISREGARDED ENTITIES 7. GILLETTE PFH LLC 3908 WASHINGTON KANSAS CITY MO 64111 461517697 HOLDING COMPANY WY 0 0 PHOENIX FAMILY VENTURES JCM GP LLC 3908 WASHINGTON KANSAS CITY MO 64111 462446544 LOW INCOME HOUSING MO -3 302 PHOENIX FAMILY VENTURES PFV PAIGE POINTE LLC 3908 WASHINGTON KANSAS CITY MO 64111 812028677 LOW INCOME HOUSING MO 0 -151 PHOENIX FAMILY VENTURES VIENNA II PFH LLC 3908 WASHINGTON KANSAS CITY MO 64111 134252954 LOW INCOME HOUSING OH -4 3208 PHOENIX FAMILY VENTURES PHOENIX FAMILY HOUSING CORPORATION 3908 WASHINGTON KANSAS CITY MO 64111 680101133 PROVIDE SERVICES TO LOW-INCOME HOUSING RESIDENTS CA 501(C)(3) LINE 7 PHOENIX FAMILY VENTURES INC 1 EMM GP LLC 3908 WASHINGTON KANSAS CITY MO 64111 454395428 LOW INCOME HOUSING IA PHOENIX FAMILY VENTURES INC C -3 1530628 1.00000 0 LT GP LLC 3908 WASHINGTON KANSAS CITY MO 64111 454395585 LOW INCOME HOUSING IA PHOENIX FAMILY VENTURES INC C -4 1248980 1.00000 0 PFV ROUTE 66 LLC 3908 WASHINGTON KANSAS CITY MO 64111 813912463 LOW INCOME HOUSING MO PHOENIX FAMILY VENTURES INC C -12 1.00000 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 PHOENIX FAMILY HOUSING CORPORATION B 249600 FMV