2025-01-30T12:49:16-06:00 2024-06-30 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2023-07-01 331119431 PHOENIX FAMILY VENTURES INC PHOE 8165614240 3908 WASHINGTON ST KANSAS CITY MO 64111 KIMBER MYERS GIVNER PRESIDENT & CEO 8165614240 2025-01-24 1 1 LISA BURKE P00220718 8169455500 2025-01-24 2023 2025-03-06 01:10:19Z KIMBER MYERS GIVNER 3908 WASHINGTON ST KANSAS CITY MO 64111 1001002 0 X N/A X 2005 MO TO ACQUIRE, DEVELOP, MANAGE, AND OPERATE MULTIFAMILY LOW-INCOME HOUSING COMMUNITIES. 16 16 0 19 0 0 1067 225 428756 663865 120144 157969 0 0 549967 822059 300000 846432 0 0 0 0 0 0 0 190334 176636 490334 1023068 59633 -201009 7346787 7359308 720017 705017 6626770 6654291 TO PARTICIPATE IN THE ACQUISITION, DEVELOPMENT, MANAGEMENT AND OPERATION OF MULTIFAMILY LOW-INCOME HOUSING COMMUNITIES THROUGH PARTNERSHIP INVESTMENT, FUNDING, SUPPORT, AND PROVISION OF MANAGEMENT SERVICES. 0 0 983339 846432 663865 THE 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. 983339 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 1 1 MO IA OH OK X REBECCA HUNKINS CONTROLLER 8166128835 3908 WASHINGTON ST KANSAS CITY MO 64111 MARK GARRETT 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 MATTHEW CONDON DIRECTOR 0.50 0.50 X 0 0 0 MACKENZIE CONWAY DIRECTOR (AS OF 9/1/23) 0.50 0.50 X 0 0 0 KAREN DANIEL DIRECTOR 0.50 0.50 X 0 0 0 CAMERON GARRISON DIRECTOR 0.50 0.50 X 0 0 0 GINA HARRIS DIRECTOR (AS OF 9/1/23) 0.50 0.50 X 0 0 0 RICHARD KAHLE DIRECTOR 0.50 0.50 X 0 0 0 LAMONICA MADDEN DIRECTOR (AS OF 9/1/23) 0.50 0.50 X 0 0 0 DAVID MCDANIEL DIRECTOR 0.50 0.50 X 0 0 0 BRYNN MORRIS DIRECTOR 0.50 0.50 X 0 0 0 MADELINE ROMIOUS DIRECTOR (AS OF 9/1/23) 0.50 0.50 X 0 0 0 SARAH OSBORNE DIRECTOR 0.50 0.50 X 0 0 0 MARK SEELY DIRECTOR 0.50 0.50 X 0 0 0 THOMAS VOLINI DIRECTOR 0.50 0.50 X 0 0 0 KEN EIDSON DIRECTOR (THRU 10/2023) 0.50 0.50 X 0 0 0 BRANDON SCARBOROUGH DIRECTOR (THRU 3/2024) 0.50 0.50 X 0 0 0 RAM SHANKAR DIRECTOR (THRU 3/2024) 0.50 0.50 X 0 0 0 KIMBER MYERS GIVNER PRESIDENT & CEO 10.00 40.00 X 0 191886 44351 WENDY COBB CONTROLLER (THRU 3/19/24) 10.00 40.00 X 0 87669 1241 REBECCA HUNKINS CONTROLLER (AS OF 6/10/24) 10.00 40.00 X 0 0 0 0 279555 45592 0 0 1 0 0 225 225 HOUSING PROJECTS 624200 326189 326189 HOUSING MANAGEMENT 624200 284065 284065 HOUSING PARTNERSHIPS 624200 53611 53611 663865 151072 151072 185840 178943 6897 6897 6897 822059 663865 0 157969 846432 846432 14306 14306 520 520 340 340 34575 17288 17287 BAD DEBT, NET RECOVERY 119619 119619 7276 7276 1023068 983339 39729 0 159479 20511 306585 314826 2918513 2923995 582793 143411 429797 439382 3118381 3660594 414032 0 7346787 7359308 20017 5017 700000 700000 720017 705017 X 6626770 6654291 6626770 6654291 7346787 7359308 X -201009 282141 -53611 X X 1 X 0 1 0 X X 1 THE PHOENIX FAMILY HOUSING CORPORATION 680101133 7 1 983339 0 1 983339 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 SCH A, PART IV, SECTION A, LINE 1 THE 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. 526447 127226 399221 37325 3999 33326 19021 12186 6835 439382 X PART X, LINE 2: VENTURES 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. 1 PHOENIX FAMILY HOUSING CORPORATION 3908 WASHINGTON ST KANSAS CITY MO 64111 680101133 501(C)3 432400 414032 PRINCIPAL BALANCE FORGIVENESS OF DEBT LOW-INCOME HOUSING PROGRAMS 1 0 PART I, LINE 2: THE 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. 0 0 0 0 0 0 0 0 0 KIMBER MYERS GIVNER PRESIDENT & CEO 0 191886 0 0 0 0 0 6282 0 38069 0 236237 0 0 PART I, LINE 3: THE 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. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE FULL BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. 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 COMPENSATION 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 19 THE 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. GILLETTE PFH LLC (SOLD MAY 2023) 3908 WASHINGTON ST KANSAS CITY MO 64111 461517697 HOLDING COMPANY WY 2348 0 PHOENIX FAMILY VENTURES INC JCM GP LLC 3908 WASHINGTON ST KANSAS CITY MO 64111 462446544 LOW-INCOME HOUSING MO -7 0 PHOENIX FAMILY VENTURES INC PFV PAIGE POINTE LLC 3908 WASHINGTON ST KANSAS CITY MO 64111 812028677 LOW-INCOME HOUSING MO 53691 0 PHOENIX FAMILY VENTURES INC VIENNA II PFH LLC 3908 WASHINGTON ST KANSAS CITY MO 64111 134252954 LOW-INCOME HOUSING OH -73 0 PHOENIX FAMILY VENTURES INC PHOENIX FAMILY HOUSING CORPORATION 3908 WASHINGTON ST KANSAS CITY MO 64111 680101133 SOCIAL SERVICES FOR LOW-INCOME HOUSING RESIDENTS CA 501(C)(3) LINE 7 PHOENIX FAMILY VENTURES INC 1 THE VILLAGE AT GILLETTE LP 7920 WARD PKWY KANSAS CITY MO 64114 204512192 LOW-INCOME HOUSING WY PHOENIX FAMILY VENTURES INC RELATED 2348 0 1 0.00010 JOHN CALVIN MANOR HOUSING PARTNERS LP 7920 WARD PKWY KANSAS CITY MO 64114 611682406 LOW-INCOME HOUSING MO PHOENIX FAMILY VENTURES INC RELATED -7 139 0 1 0.00010 VIENNA WOODS PHASE II LP 1160 DUBLIN RD STE 400 COLUMBUS OH 43215 LOW-INCOME HOUSING OH PHOENIX FAMILY VENTURES INC RELATED -73 110439 0 1 0.00030 GREENWAY OF BURLINGTON ASSOCIATES 3408 WOODLAND AVE STE 504 WEST DES MOINTES IA 50266 272065701 LOW-INCOME HOUSING IA N/A 0 0 VB WILIKINA LIMITED PARTNERSHIP 1911 65TH AVE W TACOMA WA 98466 LOW-INCOME HOUSING WA N/A 0 0 EMM GP LLC 3908 WASHINGTON ST KANSAS CITY MO 64111 454395428 LOW-INCOME HOUSING IA PHOENIX FAMILY VENTURES INC C 1530617 1.00000 1 LT GP LLC 3908 WASHINGTON ST KANSAS CITY MO 64111 454395585 LOW-INCOME HOUSING IA PHOENIX FAMILY VENTURES INC C 1248961 1.00000 1 PFV ROUTE 66 LLC 3908 WASHINGTON ST KANSAS CITY MO 64111 813912463 LOW-INCOME HOUSING OK PHOENIX FAMILY VENTURES INC C 1.00000 1 PFV RIDGEVIEW HEIGHTS LLC 3908 WASHINGTON ST KANSAS CITY MO 64111 994917762 LOW-INCOME HOUSING OK PHOENIX FAMILY VENTURES INC C 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 PHOENIX FAMILY HOUSING CORPORATION B 846432 CASH/DEBT FORGIVENESS JOHN CALVIN MANOR HOUSING PARTNERS LP L 57290 MARKET VALUE GREENWAY OF BURLINGTON ASSOCIATES L 114830 MARKET VALUE