2020-11-16T12:46:21-06:00 2019-12-31 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990 2019-01-01 522103204 THE FIRST TEE OF PHOENIX FIRS 6023057655 3837 E WIER AVE STE 7 NO 7 PHOENIX AZ 85040 KEVIN TERRY EXECUTIVE DIRECTOR 6023057655 2020-11-16 1 BRENDA ANN BLUNT CPA P00075126 4803151040 2020-11-16 65.140.217.98 2020-11-16 12:33:39 MS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 3A8C3396A5B0015E5743B00C0A1700B55640567D 2019 2021-01-29 14:40:06Z KEVIN TERRY 3837 E WIER AVE STE 7 NO 7 PHOENIX AZ 85040 1816450 0 X WWW.THEFIRSTTEEPHOENIX.ORG X 1998 AZ PROVIDES AFFORDABLE ACCESS TO THE GAME OF GOLF FOR CHILDREN & YOUTH WHO ARE FINANCIALLY UNABLE. 14 14 12 350 0 0 959627 1399372 149258 111663 -816609 32182 -14068 220728 278208 1763945 44750 35300 0 0 516881 563927 0 300 112809 641655 574238 1203286 1173765 -925078 590180 1243344 1911929 2160 125424 1241184 1786505 X THE CORPORATION, IN GENERAL, PROVIDES AFFORDABLE ACCESS TO THE GAME OF GOLF FOR CHILDREN AND YOUTH WHO OTHERWISE WOULD NOT BE FINANCIALLY ABLE TO LEARN OR EXPERIENCE THE GAME, INCLUDING, BUT NOT LIMITED TO THE FOLLOWING: (I) PROVIDING SUCH CHILDREN WITH (CON'T ON SCH O) FREE GOLF INSTRUCTION AND USE OF GOLF EQUIPMENT, (II) PROVIDING FINANCIAL ASSISTANCE TO SUCH CHILDREN FOR PARTICIPATION IN GOLF TOURNAMENTS OR COMPETITIONS, AND (III) SUPPORTING, ESTABLISHING, SPONSORING, HOLDING AND/OR OPERATING GOLF TOURNAMENTS, COMPETITIONS, TEACHING SCHOOLS, CLINICS AND SIMILAR ACTIVITIES FOR SUCH CHILDREN. 0 1 811245 35300 115751 THE FIRST TEE OF PHOENIX WAS CREATED FOR THE PURPOSE OF PROVIDING AFFORDABLE ACCESS TO GOLF AND GOLF LEARNING FACILITIES FOR YOUNG PEOPLE IN MARICOPA COUNTY FROM ALL WALKS OF LIFE, PARTICULARLY THOSE WHO OTHERWISE MIGHT NOT HAVE AN OPPORTUNITY TO PLAY. THE FIRST TEE OF PHOENIX CURRENTLY IMPACTS OVER 150,000 YOUTHS EACH YEAR AT 17 FACILITIES AND 200 SCHOOLS AS PART OF THE NATIONAL SCHOOL PROGRAM OUTREACH INITIATIVE WITH ALLIED ORGANIZATIONS. IT WAS DESIGNED TO SERVE AS A PLACE FOR PARTICIPANTS TO LEARN VALUABLE LIFE SKILLS AND CHARACTER LESSONS THROUGH CREATIVE ACTIVITIES AND INSTRUCTIONAL PROGRAMS THAT INCORPORATE THE FUNDAMENTAL TEACHINGS OF GOLF. THE GOAL OF THE FIRST TEE IS TO INCORPORATE RESPONSIBILITY, COURTESY, HONESTY AND INTEGRITY INTO THE DAILY LIVES OF THOSE WHO (CON'T ON SCH O) PARTICIPATE. BY USING THE FUNDAMENTALS OF GOLF, THE FIRST TEE EQUIPS YOUTH WITH THE SKILLS NEEDED TO FOLLOW THEIR DREAMS, ADVANCE ACADEMICALLY AND ATHLETICALLY, STRENGTHEN THEIR SOCIAL ABILITIES AND BECOME PRODUCTIVE MEMBERS OF THEIR LOCAL COMMUNITY. 811245 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 12 1 0 0 0 0 0 1 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X TAMMY BELL 6023057655 3837 E WIER AVENUE STE 7 PHOENIX AZ 85040 KEVIN TERRY EXECUTIVE DIRECTOR 40.00 X 108771 0 5874 STEVE JORDAN DIRECTOR 0.50 X 0 0 0 BOB MCNICHOLS DIRECTOR 0.50 X 0 0 0 DAN MAHONEY DIRECTOR 0.50 X 0 0 0 STACEY PAUWELS DIRECTOR 0.50 X 0 0 0 DEBBIE WAITKUS DIRECTOR 0.50 X 0 0 0 JOE SHERSHENOVICH DIRECTOR 0.50 X 0 0 0 DANIEL CALIHAN DIRECTOR 0.50 X 0 0 0 DANNY MCKONE DIRECTOR 0.50 X 0 0 0 ROBBIE PETTY DIRECTOR 0.50 X 0 0 0 JANE SPICER DIRECTOR 0.50 X 0 0 0 TONY FRAKES DIRECTOR 1.50 X 0 0 0 HERMAN LEWKOWITZ PRESIDENT 1.00 X X 0 0 0 DAVE GILBERTSON SECRETARY 1.00 X X 0 0 0 MICHAEL PYLMAN TREASURER 1.00 X X 0 0 0 108771 0 5874 1 0 0 0 0 184190 1215182 342816 1399372 PARTICIPANT FEES 711210 97723 97723 TOURNAMENTS 711210 13940 13940 111663 32182 32182 0 184190 51887 -51887 -51887 9887 618 9269 9269 4088 0 4088 4088 PROPERTY TAX REFUND 900099 259258 259258 259258 1763945 115751 0 248822 14750 14750 20550 20550 112750 26688 57375 28687 358279 223253 81335 53691 57586 35703 13245 8638 35312 21893 8122 5297 13624 13624 8350 8350 300 300 30720 21655 9065 9635 9635 12896 12896 10385 6439 2388 1558 23286 14437 5356 3493 13721 13721 1000 1000 6638 6638 18283 18283 CAMPS, CLINICS, TOURNAM 348538 337393 11145 COURSE ACCESS FEES 39117 39117 OTHER EXPENSES 37547 25011 12536 SECURITY 498 498 1173765 811245 249711 112809 190608 202979 1035973 206588 8556 0 73897 37329 8207 36568 1165538 300256 1243344 1911929 2160 49329 0 76095 2160 125424 X 1040273 1746505 200911 40000 1241184 1786505 1243344 1911929 590180 -2682 -42177 0 X 0 1 X 1 0 X 960254 1414575 578514 959627 1399372 5312342 960254 1414575 578514 959627 1399372 5312342 2625874 2686468 9 32 41 5093 32182 37357 1263 36396 47078 84737 5434436 633353 0.49430 0.42120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38898 36162 2736 34999 1167 33832 36568 CERTIFICATES OF DEPOSIT 300256 F 300256 X 1889043 -2682 127780 125098 1763945 0 1763945 1226270 52505 52505 1173765 0 1173765 PART X, LINE 2: MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: PRIOR PERIOD ADJUSTMENT 75,275. FUNDRAISING EXPENSES 52,505. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 52,505. TPC FUNDRAISER 85497 85497 2050 17278 1685 100-HOLE-PUTT-A-THON 32375 32375 2904 8 66318 66318 21940 921 475 4634 184190 184190 23990 18199 475 9223 51887 -51887 1 MESA SCHOOL DISTRICT 63 E MAIN STREET SUITE 101 MESA AZ 85201 866000481 MESA PUBLIC SCHOOLS 2750 FMV PROVIDED EQUIPMENT NATIONAL SCHOOL PROGRAM CARTWRIGHT SCHOOL DISTRICT 4315 N MARYVALE PKWY PHOENIX AZ 85031 866000517 PHOENIX PUBLIC SCHOO 9750 FMV PROVIDED EQUIPMENT NATIONAL SCHOOL PROGRAMNATIONAL SCHOOL PROGRAM GRANADA EAST MIDDLE SCHOOL 3022 W CAMPBELL AVE PHOENIX AZ 85017 866000510 PHOENIX PUBLIC SCHOO 2250 FMV PROVIDED EQUIPMENT NATIONAL SCHOOL PROGRAM 3 0 SCHOLARSHIPS 11 20550 PART I, LINE 2: THE SCHOOLS WHO RECEIVE GRANTS ARE VISITED REGULARLY TO SEE IF THEY NEED ANY ADDITIONAL EQUIPMENT OR TRAINING, AND TO MONITOR HOW THE PROGRAM IS GOING IN THEIR SCHOOL. THE INDIVIDUAL RECIPIENTS ARE REQUIRED TO PROVIDE THE FIRST TEE WITH VERIFICATION THAT THEY ARE ENROLLED IN THE COLLEGE OR UNIVERSITY AND THE SCHOLARSHIP CHECK IS SENT DIRECTLY TO THE COLLEGE OR UNIVERSITY. X GOLF CLUBS, BAGS, AND EQUIPMENT 2628 290316 COMPARABLE SALES X GOLF HATS 1600 32000 COMPARABLE SALES X GIFT CARDS 1206 20500 COMPARABLE SALES 0 0 0 PART I, COLUMN (B): AMOUNTS IN COLUMN (B) ARE NUMBER OF ITEMS CONTRIBUTED. AMOUNT IN COLUMN (B) FOR GOLF CLUBS, BAGS, AND EQUIPMENT IS AN ESTIMATED NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART III, LINE 3 THE FIRST TEE NO LONGER SPONSORS THE THUNDERBIRD INTERNATIONAL JUNIOR GOLF TOURNAMENT. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE THAT ACTS ON BEHALF OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS REVIEWED BY THE CFO AND THE DIRECTOR OF THE FIRST TEE. ANY QUESTIONS OR COMMENTS ARE ADDRESSED AND THEN THE DRAFT FORM 990 IS PROVIDED TO THE GOVERNING BODY. UPON APPROVAL THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY COVERS THE BOARD MEMBERS OF THE ORGANIZATION. THE BOARD OF DIRECTORS GOVERNANCE COMMITTEE AND/OR THE EXECUTIVE DIRECTOR REVIEW ALL STATEMENTS FOR POTENTIAL CONFLICTS. IF A POTENTIAL CONFLICT EXISTS THE GOVERNANCE COMMITTEE AND/OR THE EXECUTIVE DIRECTOR DETERMINE IF A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST EXISTS, THAT MEMBER IS ASKED TO REMOVE THEMSELVES FROM ALL DISCUSSIONS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS REVIEWED AND DETERMINED BY THE BOARD OF DIRECTORS. THE ORGANIZATION HAS A PROCESS FOR DETERMINING COMPENSATION FOR OTHER KEY EMPLOYEES. SALARY IS DETERMINED BASED ON PERFORMANCE AND COMPARED TO DIRECTORS OF OTHER FIRST TEE ORGANIZATIONS NATIONALLY. THE LAST REVIEW WAS CONDUCTED IN AUGUST 2019. 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.