FURP.ORG / PUBLIC DATA EXPLORER

PHOENIX FAMILY VENTURES INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PHOENIX FAMILY VENTURES INC (EIN 33-1119431)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-01-30
IRS object ID
202520309349300317
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-01-30T12:49:16-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341874260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1700 WEST 47TH STREET SUITE 1100AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64112ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN331119431EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PHOENIX FAMILY VENTURES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPHOEBusinessNameControlTxt
Phone8165614240PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13908 WASHINGTON STAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64111ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIMBER MYERS GIVNERPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone8165614240PhoneNum
Signature2025-01-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA BURKEPreparerPersonNm
PTINP00220718PTIN
Phone8169455500PhoneNum
Preparation2025-01-24PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKIMBER MYERS GIVNERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13908 WASHINGTON STAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64111ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,001,002GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2005FormationYr
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionTO ACQUIRE, DEVELOP, MANAGE, AND OPERATE MULTIFAMILY LOW-INCOME HOUSING COMMUNITIES.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers19TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,067PYContributionsGrantsAmt
CY Contributions Grants$225CYContributionsGrantsAmt
PY Program Service Revenue$428,756PYProgramServiceRevenueAmt
CY Program Service Revenue$663,865CYProgramServiceRevenueAmt
PY Investment Income$120,144PYInvestmentIncomeAmt
CY Investment Income$157,969CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$549,967PYTotalRevenueAmt
CY Total Revenue$822,059CYTotalRevenueAmt
PY Grants And Similar Paid$300,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$846,432CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$190,334PYOtherExpensesAmt
CY Other Expenses$176,636CYOtherExpensesAmt
PY Total Expenses$490,334PYTotalExpensesAmt
CY Total Expenses$1,023,068CYTotalExpensesAmt
PY Revenues Less Expenses$59,633PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$201,009CYRevenuesLessExpensesAmt
Total Assets BOY$7,346,787TotalAssetsBOYAmt
Total Assets EOY$7,359,308TotalAssetsEOYAmt
Total Liabilities BOY$720,017TotalLiabilitiesBOYAmt
Total Liabilities EOY$705,017TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,626,770NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,654,291NetAssetsOrFundBalancesEOYAmt
MissionTO PARTICIPATE IN THE ACQUISITION, DEVELOPMENT, MANAGEMENT AND OPERATION OF MULTIFAMILY LOW-INCOME HOUSING COMMUNITIES THROUGH PARTNERSHIP INVESTMENT, FUNDING, SUPPORT, AND PROVISION OF MANAGEMENT SERVICES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$983,339ExpenseAmt
Grant$846,432GrantAmt
Revenue$663,865RevenueAmt
DescTHE ORGANIZATION INVESTS IN, LENDS FUNDING, AND PROVIDES MANAGEMENT SUPPORT FOR THE DEVELOPMENT AND OPERATION OF RENTAL HOUSING AND PROVISION OF TENANT SERVICES FOR APPROXIMATELY 650 LOW-INCOME CERTIFIED HOUSEHOLDS. THE SUPPORTED PROGRAMS EMPOWER THE PEOPLE LIVING IN THOSE COMMUNITIES TO GAIN STABILITY AND ACHIEVE SELF-SUFFICIENCY.Desc
Total Program Service Expenses$983,339TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldIAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1REBECCA HUNKINS CONTROLLERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8166128835PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13908 WASHINGTON STAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64111ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MARK GARRETT
CHAIRMAN1.001.00Yes (X)Yes (X)$0$0$0
ERICA DOBREFF
SECRETARY0.500.50Yes (X)Yes (X)$0$0$0
DAVID HOUCHEN
TREASURER0.500.50Yes (X)Yes (X)$0$0$0
MATTHEW CONDON
DIRECTOR0.500.50Yes (X)$0$0$0
MACKENZIE CONWAY
DIRECTOR (AS OF 9/1/23)0.500.50Yes (X)$0$0$0
KAREN DANIEL
DIRECTOR0.500.50Yes (X)$0$0$0
CAMERON GARRISON
DIRECTOR0.500.50Yes (X)$0$0$0
GINA HARRIS
DIRECTOR (AS OF 9/1/23)0.500.50Yes (X)$0$0$0
RICHARD KAHLE
DIRECTOR0.500.50Yes (X)$0$0$0
LAMONICA MADDEN
DIRECTOR (AS OF 9/1/23)0.500.50Yes (X)$0$0$0
DAVID MCDANIEL
DIRECTOR0.500.50Yes (X)$0$0$0
BRYNN MORRIS
DIRECTOR0.500.50Yes (X)$0$0$0
MADELINE ROMIOUS
DIRECTOR (AS OF 9/1/23)0.500.50Yes (X)$0$0$0
SARAH OSBORNE
DIRECTOR0.500.50Yes (X)$0$0$0
MARK SEELY
DIRECTOR0.500.50Yes (X)$0$0$0
THOMAS VOLINI
DIRECTOR0.500.50Yes (X)$0$0$0
KEN EIDSON
DIRECTOR (THRU 10/2023)0.500.50Yes (X)$0$0$0
BRANDON SCARBOROUGH
DIRECTOR (THRU 3/2024)0.500.50Yes (X)$0$0$0
RAM SHANKAR
DIRECTOR (THRU 3/2024)0.500.50Yes (X)$0$0$0
KIMBER MYERS GIVNER
PRESIDENT & CEO10.0040.00Yes (X)$0$191,886$44,351
WENDY COBB
CONTROLLER (THRU 3/19/24)10.0040.00Yes (X)$0$87,669$1,241
REBECCA HUNKINS
CONTROLLER (AS OF 6/10/24)10.0040.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$279,555TotReportableCompRltdOrgAmt
Total Other Compensation$45,592TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$225AllOtherContributionsAmt
Total Contributions$225TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
HOUSING PROJECTS624200$326,189$326,189
HOUSING MANAGEMENT624200$284,065$284,065
HOUSING PARTNERSHIPS624200$53,611$53,611
FieldValueIRS element (for citing)
Total Program Service Revenue$663,865TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$151,072TotalRevenueColumnAmt
Exclusion$151,072ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$185,840SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$178,943SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,897SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,897TotalRevenueColumnAmt
Exclusion$6,897ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$822,059TotalRevenueColumnAmt
Related Or Exempt Func Income$663,865RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$157,969ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$846,432TotalAmt
Program Services$846,432ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,306TotalAmt
Management And General$14,306ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$520TotalAmt
Management And General$520ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$340TotalAmt
Management And General$340ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$34,575TotalAmt
Program Services$17,288ProgramServicesAmt
Management And General$17,287ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBAD DEBT, NET RECOVERYDesc
Total$119,619TotalAmt
Program Services$119,619ProgramServicesAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$7,276TotalAmt
Management And General$7,276ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,023,068TotalAmt
Program Services$983,339ProgramServicesAmt
Management And General$39,729ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$159,479BOYAmt
EOY$20,511EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$306,585BOYAmt
EOY$314,826EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$2,918,513BOYAmt
EOY$2,923,995EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$582,793LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$143,411LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$429,797BOYAmt
EOY$439,382EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,118,381BOYAmt
EOY$3,660,594EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$414,032BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,346,787BOYAmt
EOY$7,359,308EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$20,017BOYAmt
EOY$5,017EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$700,000BOYAmt
EOY$700,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$720,017BOYAmt
EOY$705,017EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,626,770BOYAmt
EOY$6,654,291EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,626,770BOYAmt
EOY$6,654,291EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,346,787BOYAmt
EOY$7,359,308EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$201,009ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$282,141NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$53,611OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE PHOENIX FAMILY HOUSING CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN680101133EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$983,339SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$983,339SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing Doc0ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported OrgYes (1)MajorityDirTrstSupportedOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCH A, PART IV, SECTION A, LINE 1FormAndLineReferenceDesc
ExplanationTHE ORGANIZING DOCUMENTS OF PHOENIX FAMILY VENTURES STATE, "THE CORPORATION IS ORGANIZED, AND SHALL BE OPERATED, EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, INCLUDING, BUT NOT LIMITED TO, FOR THE FOLLOWING PURPOSES (I) FOSTERING LOW-INCOME HOUSING AND (II) MAKING ADEQUATE HOUSING AVAILABLE TO POOR AND UNDERPRIVILEGED RESIDENTS AND TO FOSTER THE PRESERVATION AND CREATION OF HOUSING FOR LOW AND MODERATE INCOME RESIDENTS..." THIS DESIGNATES A CLEAR PURPOSE DESIGNATION FOR SUPPORTED ORGANIZATIONS AND IS CONSISTENT WITH THE MISSION AND EXEMPT PURPOSE OF ITS SUPPORTED ORGANIZATION, PHOENIX FAMILY HOUSING. NO OTHER SUPPORTED ORGANIZATIONS ARE BEING CONTEMPLATED AT THIS TIME. PHOENIX FAMILY VENTURES INTENDS TO FILE A FORM 8940 TO OFFICIALLY TRANSITION FROM A 509(A)(1) PUBLIC CHARITY TO A 509(A)(3) SUPPORTING ORGANIZATION TO BETTER ALIGN WITH ITS STRATEGIC VISION AND OPERATIONS.ExplanationTxt

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$526,447OtherCostOrOtherBasisAmt
Depreciation$127,226DepreciationAmt
Book Value$399,221BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$37,325OtherCostOrOtherBasisAmt
Depreciation$3,999DepreciationAmt
Book Value$33,326BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$19,021OtherCostOrOtherBasisAmt
Depreciation$12,186DepreciationAmt
Book Value$6,835BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$439,382TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationVENTURES AND FAMILY 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 ORGANIZATIONS ASSESS 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, 2024. 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 STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS OR STATEMENT OF FINANCIAL POSITION RELATED TO UNCERTAIN TAX POSITIONS. THE ORGANIZATIONS ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2021. 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, 2024.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1PHOENIX FAMILY HOUSING CORPORATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13908 WASHINGTON STAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64111ZIPCd
FieldValueIRS element (for citing)
Recipient EIN680101133RecipientEIN
IRC Section501(C)3IRCSectionDesc
Cash Grant$432,400CashGrantAmt
Non Cash Assistance$414,032NonCashAssistanceAmt
Valuation Method UsedPRINCIPAL BALANCEValuationMethodUsedDesc
Non Cash AssistanceFORGIVENESS OF DEBTNonCashAssistanceDesc
Purpose Of GrantLOW-INCOME HOUSING PROGRAMSPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS THE DIRECT CONTROLLING ENTITY OF THE SOLE GRANTEE, A RELATED NON-PROFIT ORGANIZATION (SEE SCHEDULE R) WITH COMMON BOARD MEMBERS AND OFFICERS. IN THAT CAPACITY, THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonKIMBER MYERS GIVNERPersonNm
TitlePRESIDENT & CEOTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$191,886CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$6,282DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$38,069NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$236,237TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3:FormAndLineReferenceDesc
ExplanationTHE PRESIDENT & CEO'S COMPENSATION IS PAID BY PHOENIX FAMILY HOUSING CORPORATION, A RELATED 501(C)(3) ORGANIZATION (SEE SCHEDULE R). PHOENIX FAMILY HOUSING CORPORATION USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: FORM 990 OF OTHER ORGANIZATIONS AND APPROVAL BY THE BOARD.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS PROVIDED TO THE FULL BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 15COMPENSATION OF THE ORGANIZATION'S OFFICERS IS PAID BY PHOENIX FAMILY HOUSING CORPORATION, A RELATED 501(C)(3) ORGANIZATION; THEREFORE, THIS QUESTION HAS BEEN ANSWERED "NO" IN ACCORDANCE WITH THE FORM INSTRUCTIONS. A SUMMARY OF PHOENIX FAMILY HOUSING CORPORATION'S PROCESS FOR DETERMINING COMPENSATION IS BELOW. THE PRESIDENT AND CEO'S COMPENSATION PACKAGE, AS WELL AS THAT OF THE ORGANIZATION'S OTHER OFFICERS AND KEY EMPLOYEES, IS APPROVED BY THE BOARD OF DIRECTORS IN CONJUNCTION WITH THE ANNUAL BUDGET APPROVAL BASED ON THE AGENCY'S FINANCIAL POSITION AND COMPARABILITY TO OTHER SIMILAR NOT-FOR-PROFIT ORGANIZATIONS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:(INCOME) LOSS FROM PARTNERSHIPS HELD BY DISREGARDED ENTITIES -53,611.
FORM 990, PART XII, LINE 2C:THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE ANNUAL FINANCIAL STATEMENT REVIEW AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
GILLETTE PFH LLC (SOLD MAY 2023)
3908 WASHINGTON STKANSAS CITYMO64111461517697HOLDING COMPANYWY$2,348$0PHOENIX FAMILY VENTURES INC
JCM GP LLC
3908 WASHINGTON STKANSAS CITYMO64111462446544LOW-INCOME HOUSINGMO-$7$0PHOENIX FAMILY VENTURES INC
PFV PAIGE POINTE LLC
3908 WASHINGTON STKANSAS CITYMO64111812028677LOW-INCOME HOUSINGMO$53,691$0PHOENIX FAMILY VENTURES INC
VIENNA II PFH LLC
3908 WASHINGTON STKANSAS CITYMO64111134252954LOW-INCOME HOUSINGOH-$73$0PHOENIX FAMILY VENTURES INC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1PHOENIX FAMILY HOUSING CORPORATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13908 WASHINGTON STAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64111ZIPCd
FieldValueIRS element (for citing)
EIN680101133EIN
Primary ActivitiesSOCIAL SERVICES FOR LOW-INCOME HOUSING RESIDENTSPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1PHOENIX FAMILY VENTURES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctShare Of EOY AssetsShareOfEOYAssetsAmtDirect Controlling NADirectControllingNACd
THE VILLAGE AT GILLETTE LP
7920 WARD PKWYKANSAS CITYMO64114204512192LOW-INCOME HOUSINGWYPHOENIX FAMILY VENTURES INCRELATED$2,3480Yes (1)0.00010
JOHN CALVIN MANOR HOUSING PARTNERS LP
7920 WARD PKWYKANSAS CITYMO64114611682406LOW-INCOME HOUSINGMOPHOENIX FAMILY VENTURES INCRELATED-$70Yes (1)0.00010$139
VIENNA WOODS PHASE II LP
1160 DUBLIN RD STE 400COLUMBUSOH43215LOW-INCOME HOUSINGOHPHOENIX FAMILY VENTURES INCRELATED-$730Yes (1)0.00030$110,439
GREENWAY OF BURLINGTON ASSOCIATES
3408 WOODLAND AVE STE 504WEST DES MOINTESIA50266272065701LOW-INCOME HOUSINGIA00N/A
VB WILIKINA LIMITED PARTNERSHIP
1911 65TH AVE WTACOMAWA98466LOW-INCOME HOUSINGWA00N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
EMM GP LLC
3908 WASHINGTON STKANSAS CITYMO64111454395428LOW-INCOME HOUSINGIAPHOENIX FAMILY VENTURES INCC$1,530,6171.00000Yes (1)
LT GP LLC
3908 WASHINGTON STKANSAS CITYMO64111454395585LOW-INCOME HOUSINGIAPHOENIX FAMILY VENTURES INCC$1,248,9611.00000Yes (1)
PFV ROUTE 66 LLC
3908 WASHINGTON STKANSAS CITYMO64111813912463LOW-INCOME HOUSINGOKPHOENIX FAMILY VENTURES INCC1.00000Yes (1)
PFV RIDGEVIEW HEIGHTS LLC
3908 WASHINGTON STKANSAS CITYMO64111994917762LOW-INCOME HOUSINGOKPHOENIX FAMILY VENTURES INCC1.00000Yes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
PHOENIX FAMILY HOUSING CORPORATION
B$846,432CASH/DEBT FORGIVENESS
JOHN CALVIN MANOR HOUSING PARTNERS LP
L$57,290MARKET VALUE
GREENWAY OF BURLINGTON ASSOCIATES
L$114,830MARKET VALUE