2020-09-25T18:49:57-05:00 2019-12-31 410746749 CLIFTONLARSONALLEN LLP 20 EAST THOMAS ROAD SUITE 2300 PHOENIX AZ 85012 990 2019-01-01 461722227 FIRST PLACE AZ FIRS 6024646600 717 EAST MARYLAND AVE NO 110 PHOENIX AZ 85014 WILLIAM C HEIMERDINGER CFO 6024646602 2020-09-25 1 JACQUELINE ECKMAN P01300648 6022662248 2020-09-25 65.126.100.171 2020-09-25 13:41:16 MS P 48BB772327C0B50C3FF11C9D32DE9CCE547AD9E0 7589EFD233D109010E06302D6E569EAA4C558996 2019 2021-01-29 14:40:06Z DENISE RESNIK 717 EAST MARYLAND AVE NO 110 PHOENIX AZ 85014 4577403 0 X WWW.FIRSTPLACE.ORG X 2012 AZ SETS THE STANDARD FOR DEVELOPING COMMUNITIES THAT INTEGRATE ADULTS WITH AUTISM AND SPECIAL ABILITIES INTO THE FABRIC OF SOCIETY THROUGH HOUSING, HEALTHCARE, EDUCATION, EMPLOYMENT, SUPPORTIVE SYSTEMS, & CULTURE. 9 8 43 25 0 0 1311551 2079945 1422216 2355634 126830 139330 0 2416 2860597 4577325 94211 84532 0 0 1158514 1815075 0 0 103831 2743414 2771661 3996139 4671268 -1135542 -93943 16689541 15244794 9348850 8030313 7340691 7214481 X FIRST PLACE SETS THE STANDARD FOR DEVELOPING COMMUNITIES THAT INTEGRATE ADULTS WITH AUTISM AND OTHER SPECIAL ABILITIES INTO THE FABRIC OF SOCIETY THROUGH HOUSING, HEALTHCARE, EDUCATION, EMPLOYMENT, SUPPORTIVE SYSTEMS, AND CULTURE. 0 0 2692023 1156767 FIRST PLACE APARTMENTS COMPRISE 47 SUPPORTIVE HOUSING UNITS IN OUR FIRST PLACE-PHOENIX PROPERTY FOR RESIDENTS WITH AUTISM AND OTHER NEURODIVERSITIES. LOCATED IN THE HEART OF THE PHOENIX URBAN AREA, THIS STATE-OF-THE-ART RESIDENTIAL PROPERTY IS DESIGNED TO BE COMMUNITY CONNECTED AND TRANSIT ORIENTED, WITH A VARIETY OF SUPPORT SERVICES AND AMENITIES. THE ENVIRONMENT IS SPECIFICALLY DESIGNED TO REDUCE DISTRACTIONS AND PROMOTE SECURITY. TRAINED SUPPORT STAFF IS ON-SITE TO PROVIDE INDIVIDUALIZED SUPPORTS RANGING FROM LIFE SKILLS AND VOCATIONAL GUIDANCE TO COMMUNITY LIFE AND SOCIAL INTEGRATION. LIFE SKILLS TRAINING INCLUDES TRANSPORTATION ACCESS/NAVIGATION, BUDGETING, MEAL PLANNING, SHOPPING, AND HEALTH AND WELLNESS. 1173992 84532 996095 FIRST PLACE TRANSITION ACADEMY INCLUDES 32 UNITS IN OUR FIRST PLACE-PHOENIX PROPERTY, 16 OF WHICH ARE AFFORDABLE, AND IS A STRUCTURED, TWO-YEAR RESIDENTIAL PROGRAM TO HELP ADULTS WITH AN AUTISM SPECTRUM DISORDER BUILD CRUCIAL INDEPENDENT LIVING AND CAREER-READINESS SKILLS. PARTICIPANTS CAN MAXIMIZE THEIR ABILITY TO LIVE MORE INDEPENDENTLY THROUGH LEARN4INDEPENDENCE, A COMPREHENSIVE TWO-YEAR CURRICULUM OF 32 SEMESTER-LENGTH COURSES OF 17 WEEKS EACH. COURSES RANGE IN TOPIC FROM WORK, FINANCES AND NUTRITION TO HEALTH, SAFETY AND RELATIONSHIPS. THE PROGRAM IS OPERATED BY FIRST PLACE'S SISTER NONPROFIT, THE SOUTHWEST AUTISM RESEARCH & RESOURCE CENTER, OR SARRC. IN YEAR ONE, PARTICIPANTS LIVE IN THEIR OWN PRIVATE BEDROOM, ALSO KNOWN AS THEIR 'INDEPENDENT LIVING CLASSROOM', IN ONE OF THE FOUR FOUR-BEDROOM UNITS ON THE GROUND FLOOR OF FIRST PLACE PHOENIX. THEY COMPLETE THE FIRST 16 COURSES AS THEY EXPERIENCE VARIOUS WORK ENVIRONMENTS RANGING FROM COMMUNITY VOLUNTEER SITES AND INTERNSHIPS TO EMPLOYMENT. IN YEAR TWO, PARTICIPANTS RELOCATE ON-SITE WITH A ROOMMATE TO A TWO-BEDROOM/TWO-BATHROOM AS A NEXT STEP TOWARD GREATER INDEPENDENCE. PARTICIPANTS COMPLETE 16 ADDITIONAL COURSES, CONTINUE TRANSITION/EMPLOYMENT PLANNING AND RECEIVE A CERTIFICATE IN LIFE SKILLS AT COMPLETION OF THE PROGRAM. 424600 202772 FIRST PLACE LEADERSHIP INSTITUTE'S MISSION IS TO INCREASE THE NUMBER OF HOUSING OPTIONS FOR INDIVIDUALS WITH AUTISM AND OTHER NEURODIVERSITIES, AS WELL AS TO DEVELOP LEADERS ADVANCING BEST PRACTICES. DEVELOPED BY DISTINGUISHED THOUGHT LEADERS AND EXPERTS IN THIS HIGHLY SPECIALIZED FIELD, THE WORK OF THE LEADERSHIP INSTITUTE FOCUSES ON ACCESSIBILITY TO MORE COMMUNITY, HOUSING AND INDEPENDENT LIVING OPTIONS FOR SPECIAL POPULATIONS. THE INSTITUTE IS ALSO ALIGNED WITH COMMUNITY PARTNERSHIPS, EMPLOYMENT OPPORTUNITIES, REAL ESTATE DEVELOPMENT, MULTIDISCIPLINARY STUDY AND RESEARCH, AND HANDS-ON TRAINING FOR THOSE SEEKING SUPPORT-STAFF CAREERS WORKING WITH INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. THE FIRST PLACE LEADERSHIP INSTITUTE COLLABORATES WITH INTERNATIONAL EXPERTS AND INDUSTRY LEADERS THROUGH ITS FIVE CENTERS: MARICOPA COUNTY IDA CENTER FOR EDUCATION, TRAINING & EMPLOYMENT; CENTER FOR REAL ESTATE & COMMUNITY DEVELOPMENT; COLONEL HARLAND SANDERS CENTER FOR APPLIED RESEARCH; MULZET CENTER FOR EXPRESSION/COMMUNICATION; AND THE DANIEL JORDAN FIDDLE FOUNDATION CENTER FOR PUBLIC POLICY. 4290615 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 13 0 43 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 9 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X WILLIAM C HEIMERDINGER 6024646600 717 E MARYLAND AVE SUITE 110 PHOENIX AZ 85014 DENISE RESNIK FOUNDER, PRESIDENT & CEO 36.00 48.00 X X 184434 0 5958 WILLIAM HEIMERDINGER CFO 15.00 15.00 X 65000 0 0 SARA DIAL CHAIR 5.00 4.00 X X 0 0 0 NANCY WHITE VICE CHAIR 2.00 2.00 X X 0 0 0 JACK HENRY TREASURER 2.00 X X 0 0 0 TESS BURLESON SECRETARY 2.00 X X 0 0 0 DOUG EATON DIRECTOR 2.00 X 0 0 0 JOYCE MILLARD HOIE DIRECTOR 2.00 X 0 0 0 SUSAN SMITH DIRECTOR 2.00 X 0 0 0 HOWARD SOBELMAN DIRECTOR 2.00 X 0 0 0 ROB LEINBACH DIRECTOR (RESIGNED 4/19) 2.00 4.00 X 0 0 0 MARY MARTUSCELLI DIRECTOR (RESIGNED 4/19) 2.00 X 0 0 0 BO CALBERT DIRECTOR (RESIGNED 2/19) 2.00 2.00 X 0 0 0 249434 0 5958 1 0 1 0 SARRC 300 N 18TH ST PHOENIX AZ 850064103 TRAINING FOR TRANSITION ACADEMY 669365 1 2079945 160957 2079945 PROGRAM RENTS & FEES 531110 2052862 2052862 LICENSING CURRICULUM 900099 129583 129583 MANAGEMENT FEE 900099 100000 100000 SYMPOSIUM 900099 58189 58189 CONSULTING REVENUE 900099 15000 15000 2355634 139408 139408 78 -78 -78 -78 OTHER INCOME 900099 2416 2416 2416 4577325 2355634 0 141746 X 84532 84532 255392 220333 3250 31809 1309676 1207692 51014 50970 129213 118303 4705 6205 120794 110246 4204 6344 10922 3330 7592 46499 46499 740609 714920 24488 1201 34889 6054 24780 4055 141987 88877 52841 269 62724 45308 14572 2844 1250552 1248512 2040 11391 8047 3210 134 299526 277254 22272 18521 17143 1378 13636 13636 MISCELLANEOUS 35335 35152 183 RESEARCH 34376 34376 SYMPOSIUM PROGRAM EVENT 28745 28745 COMMUNITY LIFE EVENTS 26296 26218 78 15653 15573 80 4671268 4290615 276822 103831 1599960 1206232 2187480 1606779 917153 1186033 29 926 10633600 10633600 42625 71647 171562 75297 40900 96265 1350 443312 1266444 16689541 15244794 198599 278799 5417 7236307 6580706 1778744 993628 135200 171763 9348850 8030313 X 6368293 5475498 972398 1738983 7340691 7214481 16689541 15244794 X -93943 -32267 X 0 1 X 1 0 X 2833523 3019722 3104959 1311551 2079945 12349700 197091 476596 628715 1422216 2355634 5080252 3030614 3496318 3733674 2733767 4435579 17429952 8250 10275 10025 97473 165793 291816 5462 47240 46165 93876 20534 213277 13712 57515 56190 191349 186327 505093 16924859 302 799 1095 124214 139408 265818 302 799 1095 124214 139408 265818 2416 2416 3030916 3497117 3734769 2857981 4577403 17698186 0.95630 0.97060 0.01500 0.00840 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 2,416. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 972398 972398 1548596 447403 1023601 972398 3663584 2236000 4350988 1548596 2662737 1544589 543742 3663584 1637762 1238391 213416 2662737 171562 75297 96265 96265 CUSTOMER DEPOSITS 171763 171763 X PART V, LINE 4: DURING 2019, IT WAS DETERMINED THAT THE AMOUNTS REPORTED IN PRIOR YEARS CONSIST OF DONOR RESTRICTED FUNDS AND DO NOT REPRESENT EITHER TERM OR PERMANENT ENDOWMENTS. THEREFORE, THESE FUNDS ARE NOT REQUIRED TO BE REPORTED IN SCHEDULE D, PART V AND THE BALANCE AS OF DECEMBER 31, 2019 WAS REDUCED TO ZERO. PART X, LINE 2: FIRST PLACE FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATIONS FINANCIAL STATEMENTS IN ACCORDANCE WITH THE INCOME TAX STANDARD. THIS STANDARD PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. FIRST PLACE DOES NOT CURRENTLY INCLUDE AN INCOME TAX PROVISION IN THE FINANCIAL STATEMENTS; MANAGEMENT MONITORS THE REPORTING OF UNCERTAIN TAX POSITIONS, WHICH COULD RESULT IN RECORDING OF AN INCOME TAX PROVISION IN THE FUTURE. 1 SCHOLARSHIPS 9 84532 N/A N/A PART I, LINE 2: THE FIRST PLACE AZ BRIDGE THE GAP SCHOLARSHIP FUND WAS ESTABLISHED AS A NEEDS-BASED SCHOLARSHIP FOR INCOMING TRANSITION ACADEMY PARTICIPANTS WHO REQUIRE FINANCIAL ASSISTANCE TO BRIDGE THE GAP IN ORDER TO ATTEND THE TRANSITION ACADEMY. THESE STUDENTS ARE ALSO COMMITTED TO OVERALL SUCCESS IN THE TRANSITION ACADEMY PROGRAM AREAS OF EMPLOYMENT, PERSONAL AND HOUSEHOLD MANAGEMENT, COMMUNITY ENGAGEMENT AND SELF-DETERMINATION. A SCHOLARSHIP COMMITTEE REVIEWS THE SUBMISSIONS AND RANKS THEM BY SCORING WITTEN RESPONSES TO FOUR QUESTIONS ON A FOUR POINT SCALE. THE SCORES OF EACH COMMITTE MEMBER ARE COMBINED TO FORM A TOTAL SCORE FOR EACH SUBMISSIONS. FINANCIAL NEED AND MOTIVATION TO PARTICIPATE IN THE PROGRAM DURING THE INITIAL STUDENT INTERVIEW IS ALSO RATED ON A FOUR POINT SCALE. THE AMOUNT OF SCHOLARSHIP FUNDS AWARDED AND THE NUMBER OF AWARDEES IS DETERMINED BASED ON THE RESTRICTED FUNDS AVAILABLE. X X X 0 0 0 0 0 0 0 0 0 DENISE RESNIK FOUNDER, PRESIDENT & CEO 184434 0 0 0 0 0 0 0 5958 0 190392 0 0 0 HERB DREISESZUN FAMILY OF CEO BUILDING CONSTRUCTION X 7400000 6580706 0 1 1 6580706 X 3 31304 FMV X 1 39541 COST X 2 78212 FMV X PRINTED MATERIALS 0 5137 FMV X FOOD 5 4305 FMV X TICKETS 36 1308 FMV X EQUIPMENT 7 1150 FMV 0 0 1 0 PART I, COLUMN (B): COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1 EXECUTIVE COMMMITTEE - THE BOARD BY RESOLUTION MAY CREATE AN EXECUTIVE COMMITTEE CONSISTING OF THREE (3) OR MORE DIRECTORS DESIGNATED BY THE BOARD, HAVING SUCH POWERS AND DUTIES, NOT INCONSISTENT WITH SUBSECTION (A) HEREOF OR ANY EXISTING DELEGATION OF POWERS TO A COMMITTEE OF DIRECTORS, AS MAY BE PROVIDED IN THE RESOLUTION CREATING SUCH COMMITTEE AS INITIALLY ADOPTED OR AS THEREAFTER SUPPLEMENTED OR AMENDED BY FURTHER RESOLUTION ADOPTED BY SIMILAR VOTE. ADDITIONALLY, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE WHEN THE BOARD IS NOT IN SESSION ALL OF THE POWERS OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION OTHER THAN THE POWERS LISTED IN SUBSECTION (A) HEREOF; PROVIDED, HOWEVER, THAT ALL ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE PRESENTED AT THE NEXT MEETING OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS SARA DIAL AND JACK HENRY HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT AND ANY CHANGES INCORPORATED INTO THE FILING. ONCE THIS DETAILED REVIEW IS COMPLETE, THE DRAFT OF THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AT EACH BOARD AND COMMITTEE MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A ON AN ANNUAL BASIS, THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION FOR THE PRESIDENT/CEO BY COMPARING THEIR COMPENSATION TO THE COMPENSATION OF INDIVIDUALS IN LIKE POSITIONS, IN COMPARABLE ORGANIZATIONS USING FORMS 990, COMPENSATION STUDIES, AND OTHER AVAILABLE DATA. THE BOARD THEN APPROVES ANY CHANGES IN COMPENSATION BASED ON THIS INFORMATION. THE CEO REVIEWS THE COMPENSATION FOR THE CFO BY COMPARING HIS COMPENSATION TO THE COMPENSATION OF INDIVIDUALS IN LIKE POSITIONS, IN COMPARABLE ORGANIZATIONS USING FORMS 990, COMPENSATION STUDIES, AND/OR OTHER AVAILABLE DATA. THESE DECISIONS ARE DOCUMENTED IN THE EMPLOYEE'S PERSONNEL FILE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE IN A TIMELY MANNER, GOVERNING DOCUMENTS INCLUDING ITS CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS WHEN REQUESTED IN WRITING OR IN PERSON. FORM 990, PART IX, LINE 11G PAYROLL FEES: PROGRAM SERVICE EXPENSES 20,877. MANAGEMENT AND GENERAL EXPENSES 796. FUNDRAISING EXPENSES 1,201. TOTAL EXPENSES 22,874. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 1,955. MANAGEMENT AND GENERAL EXPENSES 21,781. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,736. SECURITY SERVICES: PROGRAM SERVICE EXPENSES 23,795. MANAGEMENT AND GENERAL EXPENSES 1,911. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,706. INSTRUCTIONAL CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 668,293. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 668,293. FORM 990, PART XI, LINE 9: PROVISION FOR UNCOLLECTIBLE ACCOUNTS -7,267. PREVIOUSLY WRITTEN OFF PLEDGE RECEIVABLE -25,000. FIRST PLACE-PHOENIX CATALINA 717 E MARYLAND AVE STE 110 PHOENIX AZ 85014 814899129 HOUSING AUTISTIC & OTHER SPECIAL ABILITY PERSONS AZ 501(C)(3) LINE 12A FIRST PLACE AZ 1 FIRST PLACE-PHOENIX TRANSITIONAL HOMES 717 E MARYLAND AVE STE 110 PHOENIX AZ 85014 823679038 HOUSING AUTISTIC & OTHER SPECIAL ABILITY PERSONS AZ 501(C)(3) LINE 12A FIRST PLACE AZ 1 0 0 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 0 1 FIRST PLACE-PHOENIX CATALINA K 1302063 CASH FIRST PLACE-PHOENIX CATALINA L 100000 CASH FIRST PLACE-PHOENIX CATALINA S 823062 CASH FIRST PLACE-PHOENIX CATALINA D 15600000 BOOK VALUE