2021-11-04T17:10:35-05:00 2020-12-31 860750046 SEMPLE MARCHAL & COOPER LLP 3101 N CENTRAL AVENUE SUITE 1600 PHOENIX AZ 85012 990 2020-01-01 522103204 THE FIRST TEE OF PHOENIX FIRS 6023057655 3837 E WIER AVE NO 7 PHOENIX AZ 85040 KEVIN TERRY EXECUTIVE DIRECTOR 6023057655 2021-11-03 1 KEVIN TERRY 999009999 PJ PELLICCIO CPA P00534100 6022411500 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z KEVIN TERRY 3837 E WIER AVE STE 7 PHOENIX AZ 85040 916469 0 X WWW.THEFIRSTTEEPHOENIX.ORG X 1998 AZ PROVIDES AFFORDABLE ACCESS TO THE GAME OF GOLF FOR CHILDREN & YOUTH WHO ARE FINANCIALLY UNABLE. 14 14 13 350 0 0 1399372 697862 111663 159149 32182 37952 220728 21506 1763945 916469 35300 34022 0 0 563927 566368 300 0 87310 574238 252940 1173765 853330 590180 63139 1911929 2080588 125424 230944 1786505 1849644 X THE CORPORATION, IN GENERAL, PROVIDES AFFORDABLE ACCESS TO THE GAME OF GOLF FOR CHILDREN AND YOUTH WHO OTHERWISE WOULD NOT BE FINANCIALLY ABLE TO LEARN OR EXPERIENCE THE GAME, INCLUDING, BUT NOT LIMITED TO THE FOLLOWING: (I) PROVIDING SUCH CHILDREN WITH FREE GOLF INSTRUCTION AND USE OF GOLD EQUIPMENT, (II) PROVIDING FINANCIAL ASSISTANCE TO SUCH CHILDREN FOR PARTICIPATION IN GOLD TOURNAMENTS OR COMPETITIONS, AND (III) SUPPORTING, ESTABLSIHING, SPONSORING, HOLDING AND /OR OPERATING GOLF TOURNAMENTS, COMPETITIONS, TEACHING SCHOOLS, CLINICS AND SIMILAR ACTIVITIES FOR SUCH CHILDREN. 0 0 459379 34022 180655 THE FIRST TEE OF PHOENIX WAS CREATED FOR THE PURPOSES OF PROVIDING AFFORDABLE ACCESS TO GOLF AND GOLF LEARNING FACILITIES FOR YOUNG PEOPLE IN MARICOPA COUNTY FROM ALL WALKS OF LIFE, PARTICULARY THOSE WHO OTHERWISE MIGHT NOT HAVE AN OPPORTUNITY TO PLAY. THE FIRST TEE OF PHOENIX CURRENTLY IMPACTS OVER 150,000 YOUTHS EACH AT 17 FACILITIES AND 200 SCHOOLS AS PART OF THE NATIONAL SCHOOL PROGRAM OUTREACH INITIATIVE WITH ALLIED ORGANIZATIONS. IT WAS DESIGNED TO SERVE AS A PLACE FOR PARTICIPANTS TO LEARN VALUABLE LIFE SKILLS AND CHARACTER LESSONS THROUGH CREATIVE ACTIVITIES AND INSTRUCTIONAL PROGRAMS THAT INCORPORATE THE TEACHING OF GOLF. THE GOAL OF THE FIRST TEE IS INCORPORATE RESPONSIBILITY, COURTESY, HONESTY, AND INTEGRITY INTO THE DAILY LIVES OF THOSE WHO PARTICIPATE. BY USING FUNDAMENTALS OF GOLF, THE FIRST TEE EQUIPS YOUTH WITH THE SKILLS NEEDED TO FOLLOW THEIR DREAMS, ADVANCE ACADEMICALLY AND ATHLETICALLY, STRENGHTEN THEIR SOCIAL ABILITIES AND BECOME PRODUCTIVE MEMBERS OF THEIR LOCAL COMMUNITY. 459379 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 13 1 0 0 0 0 0 1 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 AZ X THE ORGANIZATION 6023057655 3837 E WIER AVE NO 7 PHOENIX AZ 85040 KEVIN TERRY EXECUTIVE DIRECTOR 40.00 X X 126284 0 0 HERMAN LEWKOWITZ PRESIDENT 1.00 X X 0 0 0 GREG HOYT DIRECTOR 0.50 X 0 0 0 DAVE GILBERTSON SECRETARY 1.00 X X 0 0 0 STACEY PAUWELS DIRECTOR 0.50 X 0 0 0 DEBBIE WAITKUS DIRECTOR 0.50 X 0 0 0 STEVE JORDAN DIRECTOR 0.50 X X 0 0 0 JOE SHERSHENOVICH DIRECTOR 0.50 X 0 0 0 BOB MCNICHOLS DIRECTOR 0.50 X 0 0 0 DANIEL CALIHAN DIRECTOR 0.50 X 0 0 0 DANNY MCKONE DIRECTOR 0.50 X 0 0 0 MICHAEL PYLMAN TREASURER 1.00 X X 0 0 0 ROBBIE PETTY DIRECTOR 0.50 X 0 0 0 JANE SPICER DIRECTOR 0.50 X 0 0 0 TONY FRAKES DIRECTOR 0.50 X 0 0 0 126284 0 0 1 0 0 0 0 213582 484280 697862 MEMBERSHIP FEES 711210 145977 145977 TOURNAMENTS 711210 13172 13172 159149 37952 37952 0 213582 0 0 21506 0 21506 21506 916469 180655 0 37952 8347 8347 25675 25675 135348 33837 67674 33837 329527 237259 75791 16477 66135 47617 15211 3307 35358 25458 8132 1768 7999 7999 28800 28800 4913 4913 11993 11993 10143 6289 2333 1521 24129 14960 5570 3599 7806 7806 32232 32232 OTHER EXPENSES 67310 17027 50283 COURSE ACCESS FEES 30191 30191 CAMPS, CLINICS, TOURNAM 26801 26801 SECURITY 623 623 853330 459379 306641 87310 202979 344308 206588 256185 73897 48234 36568 25663 1165538 1454432 300256 0 1911929 2080588 49329 25654 76095 99590 105700 125424 230944 X 0 0 0 0 0 63139 1786505 1849644 1911929 2080588 63139 0 X 0 1 X 1 0 X 1414575 578514 959627 1399372 878517 5230605 1414575 578514 959627 1399372 878517 5230605 5230605 32 41 5093 32182 37952 75300 36396 47078 83474 5389379 686889 0.97050 0.49430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 73897 48234 25663 25663 X 916469 0 916469 0 916469 853330 0 853330 0 853330 PART X, LINE 2: MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORTY FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS,AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. TPC FUNDRAISER 42725 42725 100-HOLE PUTT AT THON REVENUES 43107 43107 22 127750 127750 213582 213582 1 MESA SCHOOL DISTRICT 63 E MAIN ST SUITE 101 MESA AZ 85201 866000481 501(C)(3) 0 4944 FMV EQUIPMENT NATIONAL SCHOOL PROGRAM GILBERT ARTS ACADEMY 862 E ELLIOT RD GILBERT AZ 85234 999999999 501(C)(3) 0 1625 FMV EQUIPMENT NATIONAL SCHOOL PROGRAM LIBERTY ARTS ACADEMY 3015 S POWER RD MESA AZ 85212 999999999 501(C)(3) 0 1625 FMV EQUIPMENT NATIONAL SCHOOL PROGRAM OUAZ GOLF 5950 N CIVIC CENTER PLAZA SURPRISE AZ 85374 999999999 501(C)(3) 100 0 HOLE SPONSORSHIP AND PLAYER SPONSORSHIP BILL DICKEY SCHOLARSHIP ASSOCIATION INC 241 E WASHINGTON ST 10 PHOENIX AZ 85034 999999999 501(C)(3) 53 DONATION SCHOLARSHIPS 13 25675 PART I, LINE 2: THE INDIVIDUAL RECIPIENTS ARE REQUIRED TO PROVIDE THE FIRST TEE WITH VERIFICATION THAT THEY ARE ENROLLED IN THE COLLEGE OR UNIVERSITY AND THE SCHOLARSHIP CHECK IS SENT DIRECTLY TO THE COLLEGE OR UNIVERSITY. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD DOES NOT HAVE A COMMITEE THAT ACTS ON BEHALF OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS REVIEWED BY THE CFO AND THE DIRECTOR OF THE FIRST TEE. ANY QUESTION OR COMMENTS ARE ADDRESSED AND THEN THE DRAFT FORM 990 IS PROVIDED TO THE GOVERNING BODY. UPON APPROVAL THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY COVERS THE BOARD MEMBERS OF THE ORGANIZATION. THE BOARD OF DIRECTORS GOVERNANCE COMMITTEE AND/OR THE EXECUTIVE DIRECTOR REVIEW ALL STATEMENTS FOR POTENTIAL CONFLICTS. IF A POTENTIAL CONFLICT EXISTS THE GOVERNANCE COMMITTEE AND/OR EXECUTIVE DIRECTOR DETERMINE IF A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST EXISTS, THAT MEMBER IS ASKED TO REMOVE THEMSELVES FROM ALL DISCUSSIONS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS REVIEWED AND DETERMINED BY THE BOARD OF DIRECTORS. THE ORGANIZATION HAS A PROCESS FOR DETERMINING COMPENSATION FOR OTHER KEY EMPLOYEES. SALARY IS DETERMINED BASED ON THE PERFORMANCE AND COMPARED TO DIRECTORS OF OTHER FIRST TEE ORGANIZATIONS NATIONALLY. THE LAST REVIEW WAS CONDUCTED IN 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAIALBLE TO THE PUBIC UPON REQUEST.