2020-10-05T11:32:56-05:00 2019-12-31 363990892 Capin Crouse LLP 2435 Research Parkway STE 200 Colorado Springs CO 80920 990 2019-01-01 204648043 Phoenix Multisport Inc PHOE 7204409175 2239 Champa St Denver CO 80205 Justin Stootsberry Treasurer 7204409175 2020-10-05 1 Ashley Peabody P01385870 7195286225 139.146.132.42 2020-10-05 12:32:43 ED P D2130DE8E14B8D86D53D220FBA438CCA80F92A15 631A10D7962F6E7D327D497007774C6ED8501FEA 2019 2021-01-29 14:40:06Z The Phoenix Scott Strode 2239 Champa St Denver CO 80205 9212762 0 X www.thephoenix.org X 2006 CO Provide activities for persons recovering from substance abuse. 8 7 101 226 0 0 5912238 8651398 435017 495625 5174 16752 -1110 13580 6351319 9177355 0 0 0 0 3122323 4298163 0 33191 803504 2201423 3216104 5323746 7547458 1027573 1629897 9858695 11899058 3306676 3717142 6552019 8181916 X See Schedule O 0 0 5085201 498955 In 2019, Phoenix Multisport, Inc. (dba "The Phoenix") began expanding our capacity, through additions in technology and staff, to increase our ability to serve one million people with free recovery support in the next five years. Additionally, we continued to grow programs and attendance in our brick-and-mortar locations in California, Colorado, Massachusetts, Idaho, and Billings, MT. We also expanded our brick-and-mortar operations by integrating the programs and operations of Root to Rise, in Belmar, NJ and built a new facility in Wichita, KS. Further, the Phoenix expanded volunteer led programming sites across the nation and was operating in 46 cities at the end of 2019. The Phoenix's sober active community reached 11,530 new individuals in 2019. (Continued on Sch. O) Peer recovery support programs offered by The Phoenix help people stay engaged in the recovery process and reduce the likelihood of relapse among those with substance use disorders. Colorado update: Volunteer-led locations brought Phoenix programs to new communities in Fort Collins and Steamboat. Brand awareness and individual donations increased with the launch of peer-to-peer fundraising events such as a springtime Ragnar race in Aspen and an August fitness competition in Colorado Springs. Programs like mindfulness and art classes were added to the calendar in Denver, so that low-barrier events are always available at Phoenix. California update: Free community programs continue to grow as well as partnerships with treatment centers and other community organizations, serving over 800 individuals in 2019. Phoenix Orange County hosted their 3rd annual Phoenix Unbroken fitness competition-fundraiser with a record turnout of athletes from local gyms, and won first-time grant awards from 3 local foundations.Massachusetts update: In 2019 The Phoenix served over 2,000 individuals throughout Massachusetts. This was largely a result of partnerships with other impactful organizations throughout the state including the Middlesex County Sheriff's Office, The Gavin Foundation, Federal Probation Reentry Services, the Rose Kennedy Greenway and several recovery resources and treatment centers. The Phoenix also formed a partnership with The Boston Red Sox, which allowed us to highlight our programs on a larger scale, helping to reduce the stigma around substance use and recovery. This partnership celebrated some of our team members on the field and our Founder threw the first pitch.Additionally, The Phoenix shifted away from our Per Ignem membership-based strategy. This shift allowed The Phoenix to put all time and talent towards expanding our reach throughout Massachusetts and building our base of volunteers, this included launching programs in Bourne, MA.Boise update: The Phoenix in Boise served close to 600 members and built collaborative relationships with many Idaho organizations like IDOC, The VA, and VCORP. Our impact spread to areas across the state, including Sun Valley and North Idaho. We increased class offerings and social events allowing for more awareness and engagement of our community.Montana update: Billings entered it's second year of programing in 2019, serving 183 team members and hosting 309 Phoenix events. Phoenix Montana partnered with a Drug Court to host a community event " Walk for Recovery".New Jersey update: The Phoenix launched in New Jersey in January 2019 by integrating the programming and operations of Root to Rise. With 11 paid contracted partnerships, the phoenix was able to offer community and private programming by hiring 6 part-time instructors, with additional volunteer led programs throughout the state.Wichita update: In 2019, the Phoenix began construction on a 9,000+ sq ft facility in Wichita, KS to expand our community led programming in the Midwest.National expansion efforts: The Phoenix continued its expansion through the launch of volunteer-led remote programs across the country. By the end of 2019, Phoenix programs were in 22 states and 65 communities. 5085201 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 82 0 1 101 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CO CT FL GA IL KS ME MD MA MN NV NH NJ NY OR PA RI UT VA CA X Justin Stootsberry 7204409175 2239 Champa St Denver CO 80205 Scott Strode President/Executive Director 40.00 X X 128431 0 2338 Jacki Hillios Deputy Executive Director 40.00 X 126154 0 537 Sam Brandt CFO/Interim Treasurer (Jan - Aug) 40.00 X 90555 0 0 Justin Stootsberry Corporate Controller/Treasurer (Sept-Dec) 40.00 X 68624 0 2297 Joy Horwitz Secretary & Consultant 5.00 X 30285 0 0 Susan Broderick Board Chair 1.00 X X 0 0 0 Deni Carise Board Member 1.00 X 0 0 0 Mark Gaylord Board Member 1.00 X 0 0 0 Don Fertman Board Member 1.00 X 0 0 0 Greg Sheindlin Board Member 1.00 X 0 0 0 Don Chapman Board Member 1.00 X 0 0 0 David Gann Board Member 1.00 X 0 0 0 444049 0 5172 2 0 0 0 0 1250 561910 8088238 22855 8651398 Program Income 900099 495625 495625 495625 16752 16752 38737 35407 3330 3330 10250 10250 10250 9177355 498955 0 27002 322580 34005 258934 29641 3353319 2209056 779734 364529 5476 3355 1537 584 305209 190269 82018 32922 311579 191901 85996 33682 7018 4322 1937 759 58707 58707 33191 33191 212201 121352 67435 23414 445894 379984 1935 63975 221781 175277 29075 17429 243950 150249 67330 26371 491247 448744 30541 11962 486050 302763 131703 51584 8611 4803 2640 1168 114517 104609 7120 2788 403977 369025 25115 9837 103139 94216 6412 2511 Training 218299 201721 12496 4082 Development 102957 13501 177 89279 Program Activities 96541 86049 6731 3761 1215 1180 35 7547458 5085201 1658753 803504 823903 1139719 912616 1688753 326175 409507 169099 111881 34377 45546 95931 145687 9671278 1313313 7496594 8357965 9858695 11899058 288659 758704 3018017 2958438 3306676 3717142 X 5002346 7101071 1549673 1080845 6552019 8181916 9858695 11899058 1629897 0 X X 0 1 X 1 0 X 2699585 1446721 5245278 5912238 8651398 23955220 183222 286597 457687 464450 534362 1926318 2882807 1733318 5702965 6376688 9185760 25881538 357515 668795 1404470 12985 5866 2449631 0 357515 668795 1404470 12985 5866 2449631 23431907 58 2290 801 5174 16752 25075 58 2290 801 5174 16752 25075 102450 59352 18473 45674 10250 236199 2985315 1794960 5722239 6427536 9212762 26142812 0.89630 0.85700 0.00100 0.00040 X Schedule A, Part III, Line 12, Explanation of Other Income: Misc Income - 2015 Amount: $ 50,000. 2018 Amount: $ 19,749. 2019 Amount: $ 10,250. Special event fees - 2015 Amount: $ 52,450. 2016 Amount: $ 59,352. 2017 Amount: $ 18,473. 2018 Amount: $ 25,925. Schedule A, Part II Public Support Test The organization is a public charity under section 509(a)(2) and completes Schedule A (Form 990), Part III. The organization has analyzed Schedule A (Form 990), Part II and established that it meets the 33 1/3% public support requirements under sections 509(a)(1) and 170(b)(1)(A)(vi), thus it qualifies to use the first listed special rule for Schedule B (Form 990) reporting. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1500 22 22 1500 1500 1500 1500 1500 1500 1500 1500 1500 1.00000 0 0 1648465 1648465 6843362 465425 6377937 117899 46263 71636 731752 591381 140371 329800 210244 119556 8357965 9214774 2012 35407 37419 9177355 0 9177355 7584877 2012 35407 37419 7547458 0 7547458 Part V, Line 4: Proceeds from endowment funds are intended to be used for general operations. Part XI, Line 2d - Other Adjustments: Cost of goods sold 35,407. Part XII, Line 2d - Other Adjustments: Cost of goods sold 35,407. X X X X X X X 1 AC Fitzgerald & Associates LLC PO Box 321012 Alexandria VA 22320 Consulting/Training Development staff 0 0 33191 0 33191 CA CO CT FL GA IL KS ME MD MA MN NV NH NY NY OR PA RI UT VA MT TX VT Schedule G, Part I, Line 2b, Column (v) AC Fitzgerald & Associates LLC provided consulting services only and there were no gross receipts associated with their services. The total paid for fundraising services also includes any expenses they incurred in providing their training and consultation. Form 990, Part III, Line 1 Mission Statement Phoenix Multisport's mission is to foster a supportive, physically active community for individuals who are recovering from alcohol and substance use and those that choose to live a sober life. Through pursuits like climbing, hiking, running, swimming, road and mountain biking, yoga, strength training, racing and other activities, they seek to help their members develop and maintain the emotional strength they need to stay sober. Phoenix members become part of a community that places value on the future rather than the past. Phoenix Multisport offers the opportunity for social and athletic networking that can lead to long lasting relationships with others who share a commitment to sobriety. Form 990, Part VI, Section B, line 11b Form 990 is prepared by an independent CPA firm and is reviewed in detail by the organization's Treasurer and Secretary for accuracy. The 990 is then reviewed by the organization's board of directors prior to being filed with the IRS. Form 990, Part VI, Section B, line 12c In addition to the annual review and signing of the policy, board members and officers are required to bring any potential conflicts that arise over the course of the year to the attention of the President and Executive Director or Board Chair. If a conflict of interest is determined to exist, the board member with the conflict would recuse him/herself from any board decision-making process, and the recusal would be reflected in the meeting minutes. Form 990, Part VI, Section B, line 15 15a - The board of directors determine appropriate compensation for the organization's President and Executive Director. In determining compensation for the President, comparability data is referenced. The board of directors review the comparability data, and discuss and approve compensation. Compensation decisions are documented in the board minutes. 15b - The compensation for other officers and senior staff is determined on an annual basis by the President and Executive Director using comparable data. The deliberation and decision process is documented. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Page 12, Part XII, Line 2c: The full board participates in oversight of the audit and selection of the independent CPA firm engaged to perform the audit of the financial statements. This process has not changed since the prior year.