2020-10-28T13:18:30-05:00 2020-06-30 341884125 CBIZ MHM LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2019-07-01 860762610 FRESH START WOMEN'S FOUNDATION FRES 6022617128 1130 EAST MCDOWELL ROAD PHOENIX AZ 85006 SUSAN BERMAN PRESIDENT / CEO 6022617128 2020-10-27 1 AMY A O'LOUGHLIN P00869687 6022646835 2020-10-27 12.221.96.220 2020-10-27 16:27:31 MS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1212D86953DF9911D4E957E54162B84DD93DFAA7 2019 2021-01-29 14:40:06Z SUSAN BERMAN 1130 E MCDOWELL ROAD PHOENIX AZ 85006 3618539 0 X WWW.FRESHSTARTWOMEN.ORG X 1994 AZ FRESH START WOMEN'S FOUNDATION PROVIDES EDUCATION, RESOURCES AND SUPPORT FOR WOMEN TO POSITIVELY TRANSFORM THEIR LIVES AND STRENGTHEN OUR COMMUNITY. 31 31 28 382 0 0 2938332 2988815 39370 23986 109716 153800 0 0 3087418 3166601 94832 79624 0 0 1654010 1777215 0 0 589348 1191643 1010388 2940485 2867227 146933 299374 7286692 7823051 1624597 1832684 5662095 5990367 X FRESH START WOMEN'S FOUNDATION PROVIDES EDUCATION, RESOURCES AND SUPPORT FOR WOMEN TO POSITIVELY TRANSFORM THEIR LIVES AND STRENGTHEN OUR COMMUNITY. 0 0 314784 352 CAREER SERVICES: FRESH START PROVIDED 7,189 CAREER CENTER VISIT TO ASSIST WOMEN INTO GAINFUL EMPLOYMENT OPPORTUNITIES DURING THIS FISCAL YEAR. OVER 145 ONE-ON-ONE CAREER COACHING SESSIONS AND 72 CAREER PANEL SESSIONS WERE CONDUCTED TO PROVIDE WOMEN WITH CONTINUED ENHANCEMENT AND GUIDANCE OF INTERVIEWING, JOB SEARCHING, AND RESUME WRITING SKILLS. OUR WEEK-LONG/40 HOUR "JUMP START AND KICKSTART SERVED 179 WOMEN; 164 COMPLETED THE PROGRAM. THE CENTER IS EQUIPPED WITH FREE ACCESS TO 3 COMPUTER LABS AND PRINTERS; AND EACH OFFERS MULTIPLE PROGRAMS, WEBSITES, AND INFORMATION FOR ONGOING USE BY OUR CLIENTS. NUMEROUS VOLUNTEERS HAVE DONATED APPROX. $325,000 IN FAIR VALUE SERVICES TO PERFORM A VARIETY OF TASKS THAT ASSIST THE FOUNDATION WHICH ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS FOR THE YEAR ENDED JUNE 30, 2020. 298989 SOCIAL WORK SERVICES: THE TEAM OF SKILLED MASTERS IN SOCIAL WORKERS CONDUCTED IN-DEPTH SESSIONS DESIGNED TO IDENTIFY BARRIERS AND RESOURCE NEEDS WHICH WAS USED TO ASSIST WITH GOAL SETTING AND PROBLEM SOLVING, AND DEVELOP INDIVIDUALIZED ACTION PLANS FOR GROWTH AND PROGRESS. FRESH START PROVIDED 4,928 SUPPORT GROUPS IN THE AREAS OF DOMESTIC VIOLENCE, SELF-ESTEEM, LOSS, BEREAVEMENT, ADDICTION, INTERPERSONAL RELATIONSHIPS AND BOUNDARY SETTING. SUPPORT GROUP ATTENDANCE WAS 2,439 WOMEN THROUGHOUT THE YEAR. 212547 19406 FAMILY LAW SUPPORT SERVICES: PROVIDING QUALITY SERVICES IN THE AREA OF FAMILY LAW TO HELP OUR CLIENTS NAVIGATE A COMPLICATED COURT SYSTEM, WE CONDUCTED 1,819 INDIVIDUAL SESSIONS PROVIDING WOMEN WITH LEGAL INFORMATION AND ASSISTANCE WITH DOCUMENT REVIEW AND/OR DOCUMENT PREPARATION FOR THEIR DIVORCE OR FAMILY LAW MATTERS SUCH AS: CUSTODY, CHILD SUPPORT, DIVORCE, ORDERS OF PROTECTION. WE ALSO HELD OUR BI-ANNUAL LAW DAY THAT PROVIDES FREE ONE-ON-ONE VISITS WITH OVER 16 VOLUNTEER LAWYERS WHO PROVIDED 673 WOMEN WITH NECESSARY LEGAL ADVICE AND OPTIONS THIS FISCAL YEAR. 151581 1495 EDUCATION SERVICES: WE PROVIDED 1,778 WORKSHOPS TEACHING FINANCIAL LITERACY, COMPUTER LITERACY, PARENTING, HEALTHY LIVING, INTERPERSONAL EFFECTIVENESS, GOAL SETTING, BUILDING RESILIENCY, AND OTHER EDUCATION TOPICS. THESE WORKSHOPS HAD 12,223 VISITS THROUGHOUT THE YEAR. THE "GIRL'S THRIVING" PROGRAM TAUGHT GIRLS IN SIXTH GRADE THROUGH 12TH GRADE MORE EFFECTIVE SOCIAL AND EMOTIONAL COPING STRATEGIES WITH 298 VISITS TO THE PROGRAM THROUGHOUT THE YEAR. 1083038 79624 2733 EDUCATION AND CAREER SCHOLARSHIPS: FRESH START OFFERS UNIQUE SCHOLARSHIP OPPORTUNITIES FOR OUR CLIENTS WHO ARE READY TO TAKE ON THEIR EDUCATIONAL GOALS. THE SCHOLARSHIP PROGRAMS OFFERS ASSISTANCE FOR THOSE LOOKING TO COMPLETE A CERTIFICATION OR CREDENTIAL THAT WILL POSITION HER TO ACCESS HIGHER PAYING EMPLOYMENT. THIS YEAR WE AWARDED 98 SCHOLARSHIPS EXPENDING OVER $79,624 FOR ADVANCED LEARNING AND SKILL BUILDING. 1234619 79624 4228 2060939 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 31 31 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X LATA PALL 6022617128 1130 E MCDOWELL ROAD PHOENIX AZ 85006 SUSAN BERMAN PRESIDENT/CEO 40.00 X 132509 0 10461 CATHY KLEEMAN VP OF DEVELOPMENT 40.00 X 106757 0 12127 LATA PALL CFO 32.00 X 70980 0 9867 PATTY WHITE CHAIR 2.00 X X 0 0 0 MARY UPCHURCH DIRECTOR 1.00 X 0 0 0 REBECCA AILES-FINE DIRECTOR 1.00 X 0 0 0 BARBARA ANDERSON DIRECTOR 1.00 X 0 0 0 TRACY BAME DIRECTOR 1.00 X 0 0 0 GENA BONSALL SECRETARY 2.00 X X 0 0 0 MAGALY CARSON DIRECTOR 1.00 X 0 0 0 DR ANTOINETTE FARMER-THOMPSON DIRECTOR 1.00 X 0 0 0 LORRAINE FIELD DIRECTOR 1.00 X 0 0 0 MICHELLE FRIEDMAN DIRECTOR 1.00 X 0 0 0 FRANCES HAYNES DIRECTOR 1.00 X 0 0 0 ANDREA KATSENES PAPPAS DIRECTOR 1.00 X 0 0 0 KARLENE KEOGH PARKS DIRECTOR 1.00 X 0 0 0 JANET KIZZIAR PHD DIRECTOR 1.00 X 0 0 0 MARLENE KLOTZ COLLINS DIRECTOR 1.00 X 0 0 0 STEFANIE LAYTON DIRECTOR 1.00 X 0 0 0 CYNTHIA LIETZ PHD LCSW DIRECTOR 1.00 X 0 0 0 NANCY LOFTIN DIRECTOR 1.00 X 0 0 0 KIMBERLY MCWATERS DIRECTOR 1.00 X 0 0 0 BARBARA MILAZZO DIRECTOR 1.00 X 0 0 0 JODI NOBLE TREASURER 2.00 X X 0 0 0 PAMELA OVERTON RISOLEO DIRECTOR 1.00 X 0 0 0 BELLE PETZNICK DIRECTOR 1.00 X 0 0 0 MELINDA PETZNICK DIRECTOR 1.00 X 0 0 0 PAT PETZNICK DIRECTOR 1.00 X 0 0 0 BEATRIZ ELISABETH RENDON DIRECTOR 1.00 X 0 0 0 TERRY ROMAN DIRECTOR 1.00 X 0 0 0 KATIE SCARDELLO VICE CHAIR 2.00 X X 0 0 0 LISA STEVENS ANDERSON DIRECTOR 1.00 X 0 0 0 BEVERLY STEWART DIRECTOR 1.00 X 0 0 0 ADRIANNE WRIGHT TAYLOR DIRECTOR 1.00 X 0 0 0 310246 0 32455 2 0 0 0 0 624353 30000 2334462 252986 2988815 FAMILY LAW SUPPORT 541100 19406 19406 OTHER PROGRAM SERVICES 900099 4580 4580 23986 89976 89976 391284 327460 63824 63824 63824 88444 624353 88444 0 36034 36034 0 3166601 23986 0 153800 79624 79624 223817 164920 21626 37271 1341626 988581 129634 223411 25545 18823 2468 4254 63935 47111 6177 10647 122292 90111 11817 20364 28299 21952 1978 4369 31271 31271 131601 46804 3592 81205 128433 105828 86 22519 30078 22486 181 7411 96105 80187 1032 14886 139716 135931 1623 2162 61917 60229 725 963 175127 170379 2016 2732 EVENT EXPENSES 150575 150575 EMPLOYEE TRAINING/OTHER 29726 24592 2359 2775 7540 3381 355 3804 2867227 2060939 216940 589348 1045291 1619314 19376 50292 52414 60922 16832 1400 20607 10212 5353999 2926264 2582121 2427735 1213670 1207051 2276999 2425493 59382 20632 7286692 7823051 133465 90125 140651 436400 1350481 1306159 1624597 1832684 X 5236481 5374567 425614 615800 5662095 5990367 7286692 7823051 299374 28898 0 X 0 1 X 1 0 X 2912685 2521563 3097977 2938332 2988815 14459372 2912685 2521563 3097977 2938332 2988815 14459372 1009884 13449488 68215 72481 68952 101315 89976 400939 14860311 1028094 0.90510 0.88580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2600887 25109 145534 2771530 1018621 1495402 86864 2600887 959963 158306 16034 115682 1018621 989883 95786 125706 959963 870543 125261 5921 989883 0.87510 0.12490 0 0 4677333 2406422 2270911 203841 103834 100007 455694 416008 39686 17131 17131 2427735 ACF INTERMEDIATE TERM INVESTMENT POOL 2425493 F 2425493 X 3285787 28898 121559 150457 3135330 31271 31271 3166601 2957515 121559 121559 2835956 31271 31271 2867227 PART V, LINE 4: THE INTENDED USE OF ENDOWMENT FUNDS IS FOR OPERATIONS, PROGRAMS AND SCHOLARSHIPS. THE PERMANENT ENDOWMENT FUNDS CANNOT BE USED FOR THE PURPOSES MENTIONED UNLESS GRANTOR AUTHORIZES SUCH USE. PART X, LINE 2: THE FOUNDATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND, ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME WOULD BE TAXABLE. THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. THE FOUNDATION'S FEDERAL RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAX (FORM 990) FOR FISCAL 2017, 2018 AND 2019 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART V: ENDOWMENT FUNDS AT JULY 1, 2018, THE ENDOWMENT FUNDS REPORTED DID NOT INCLUDE $1,480,545 OF DESIGNATED ASSETS IN WHICH THE TOTAL BEGINNING OF YEAR BALANCE SHOULD HAVE REFLECTED $2,499,166. TO CORRECT THE ENDOWMENT FUND BALANCE AT JUNE 30, 2019, CURRENT YEAR CONTRIBUTIONS HAVE BEEN INCREASED BY $1,480,545 FOR FUNDS NOT PREVIOUSLY REFLECTED IN THE BEGINNING OF YEAR BALANCE. GOLF TOURNAMENT 409166 359722 49444 49444 WINE, WOMEN AND SHOES: 303631 264631 39000 39000 712797 624353 88444 88444 88444 0 1 EDUCATION & CAREER SCHOLARSHIPS 98 79624 PART I, LINE 2: PROOF OF COMPLETION OF CLASSES, ANNUAL NEEDS ASSESSMENT AND GRADE HISTORY ARE REQUIRED OF EACH GRANTEE PRIOR TO AWARDING TUITION FOR A SCHOOL YEAR. ALL TUITION PAYMENTS ARE SENT DIRECTLY TO THE EDUCATIONAL INSTITUTION WITH EXPLICIT INSTRUCTIONS THAT ANY WITHDRAWAL FEES ARE TO BE RETURNED DIRECTLY TO THE ORGANIZATION. X 36034 COMPARABLE SALES X 3 216952 FMV 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 PATRICIA PETZNICK AND BEVERLY STEWART HAVE A FAMILY RELATIONSHIP. BELLE PETZNICK, MELINDA PETZNICK AND PATRICIA PETZNICK HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. BEFORE FILING, THE RETURN IS REVIEWED BY THE CHIEF FINANCIAL OFFICER, PRESIDENT/CEO AND BOARD TREASURER. THE RETURN IS THEN MADE AVAILABLE TO BOARD MEMBERS FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C AT THE END OF EACH FISCAL YEAR, EACH DIRECTOR, PRINCIPAL, OFFICER, AND MEMBER OF A COMMITTEE IS REQUIRED TO SUBMIT A SIGNED CONFLICT OF INTEREST STATEMENT OR LACK THEREOF. THE ADMINISTRATIVE ASSISTANT TO THE CEO/PRESIDENT TRACKS THE RECEIPT OF STATEMENTS AND FOLLOWS UP UNTIL ALL STATEMENTS HAVE BEEN RECEIVED. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, A DISQUALIFIED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST TO THE DIRECTORS AND MEMBERS OF COMMITTEES CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST, THE DISQUALIFIED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF DISCLOSURE OCCURS PRIOR TO CONSIDERATION THE DISQUALIFIED PERSON SHOULD ABSTAIN FROM ALL DISCUSSIONS AND CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. THEY CONSIDER THE INDIVIDUAL'S PERFORMANCE BASED ON ESTABLISHED GOALS, AGENCY PERFORMANCE, GENERAL MARKET CONDITIONS, MARKET DATA AND SURVEYS, AND COMPENSATION PAID FOR SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS TO DETERMINE ANY NECESSARY ADJUSTMENTS IN COMPENSATIONS. DECISIONS ARE DOCUMENTED BY THE BOARD. THE LAST REVIEW FOR THE CEO'S COMPENSATION WAS OCTOBER 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION, BY-LAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST TO THE PRESIDENT/CEO OF THE ORGANIZATION.