2019-01-22T12:55:37-06:00 2018-06-30 341884125 CBIZ MHM LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2017-07-01 860762610 FRESH START WOMEN'S FOUNDATION FRES 6022617128 1130 EAST MCDOWELL ROAD PHOENIX AZ 85006 SUSAN BERMAN PRESIDENT / CEO 6022617128 2019-01-08 1 AMY A O'LOUGHLIN P00869687 6022646835 2019-01-08 24.250.108.130 2019-01-08 17:47:01 MS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1212D86953DF9911D4E957E54162B84DD93DFAA7 2017 2019-02-21 02:37:17Z SUSAN BERMAN 1130 E MCDOWELL ROAD PHOENIX AZ 85006 3645403 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. 43 43 33 403 0 0 2521563 3097977 33409 26285 325243 87974 -105266 0 2774949 3212236 149356 217155 0 0 1464449 1496471 0 0 527345 1084099 1181401 2697904 2895027 77045 317209 6756653 7055599 1685625 1588252 5071028 5467347 X FRESH START WOMEN'S FOUNDATION PROVIDES EDUCATION, RESOURCES AND SUPPORT FOR WOMEN TO POSITIVELY TRANSFORM THEIR LIVES AND STRENGTHEN OUR COMMUNITY. 0 0 782975 982 CAREER SERVICES: FRESH START PLACED 1,741 WOMEN INTO GAINFUL EMPLOYMENT OPPORTUNITIES DURING THIS FISCAL YEAR. OVER 300 ONE-ON-ONE CAREER COACHING 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" CAREER READINESS PROGRAM SERVED 149 WOMEN; 133 COMPLETED THE PROGRAM. OUR E-LEARNING CENTER, WHICH IS SPECIFICALLY DESIGNATED FOR CAREER EXPLORATION, CAREER ASSESSMENT, AND JOB SEARCH AND JOB READINESS ACTIVITIES SAW 9,505 WOMEN DURING THE YEAR...MANY OF WHOM USED THE CENTER WITH REGULARITY. THE CENTER IS EQUIPPED WITH FREE ACCESS TO TWENTY-FOUR INTERNET-CONNECTED COMPUTERS AND PRINTERS; AND EACH OFFERS MULTIPLE PROGRAMS, WEBSITES, AND INFORMATION FOR ONGOING USE BY OUR CLIENTS. 413104 2455 SOCIAL WORK SERVICES: THE TEAM OF SKILLED MASTERS IN SOCIAL WORKERS CONDUCTED 2,324 ONE-ON-ONE 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 416 SUPPORT GROUPS IN THE AREAS OF DOMESTIC VIOLENCE, SELF-ESTEEM, LOSS, BEREAVEMENT, ADDICTION, INTERPERSONAL RELATIONSHIPS AND BOUNDARY SETTING. SUPPORT GROUP ATTENDANCE WAS 2,905 WOMEN THROUGHOUT THE YEAR. 372033 3196 EDUCATION SERVICES: WE PROVIDED 1,872 WORKSHOPS TEACHING FINANCIAL LITERACY, COMPUTER LITERACY, PARENTING, HEALTHY LIVING, INTERPERSONAL EFFECTIVENESS, GOAL SETTING, BUILDING RESILIENCY, AND OTHER EDUCATION TOPICS. THESE WORKSHOPS HAD 10,638 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 142 VISITS TO THE PROGRAM THROUGHOUT THE YEAR. 219743 19652 FAMILY LAW SUPPORT SERVICES: PROVIDING QUALITY SERVICES IN THE ARENA OF FAMILY LAW TO HELP OUR CLIENTS NAVIGATE A COMPLICATED COURT SYSTEM, WE CONDUCTED 1,656 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 169 WOMEN WITH NECESSARY LEGAL ADVICE AND OPTIONS THIS FISCAL YEAR. 423959 217155 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 DEGREE AT A FOUR-YEAR INSTITUTION OR ACHIEVE CERTIFICATION OR CREDENTIAL THAT WILL POSITION HER TO ACCESS HIGHER PAYING EMPLOYMENT. THIS YEAR WE AWARDED 119 SCHOLARSHIPS EXPENDING OVER $200,000 FOR ADVANCED LEARNING AND SKILL BUILDING. 643702 217155 19652 2211814 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 13 0 1 33 1 0 0 0 0 0 0 0 0 0 0 X 43 43 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AZ X LATA PAUL 6022617128 1130 E MCDOWELL ROAD PHOENIX AZ 85006 ANDREA KATSENES DIRECTOR 1.00 X 0 0 0 ANITA HELT DIRECTOR 1.00 X 0 0 0 ANTOINETTE FARMER-THOMPSON DIRECTOR 1.00 X 0 0 0 BARBARA ANDERSON DIRECTOR 1.00 X 0 0 0 BARBARA LOCKWOOD DIRECTOR 1.00 X 0 0 0 BARBARA TRIPP CO-TREASURER 1.00 X X 0 0 0 BELLE PETZNICK DIRECTOR 1.00 X 0 0 0 BETSEY BAYLESS DIRECTOR 1.00 X 0 0 0 BEVERLY STEWART DIRECTOR 1.00 X 0 0 0 CHERYL ZITTLE DIRECTOR 1.00 X 0 0 0 CHRISTINE KLINE DIRECTOR 1.00 X 0 0 0 CYNTHIA LIETZ DIRECTOR 1.00 X 0 0 0 ELEANORE KLEIN DIRECTOR 1.00 X 0 0 0 FRAN MALLACE DIRECTOR 1.00 X 0 0 0 FRANCES HAYNES DIRECTOR 1.00 X 0 0 0 GENA BONSALL SECRETARY 2.00 X X 0 0 0 JANET KIZZIAR DIRECTOR 1.00 X 0 0 0 JODI NOBLE TREASURER 2.00 X X 0 0 0 JULIE TOMICH DIRECTOR 1.00 X 0 0 0 KARLENE KEOGH PARKS DIRECTOR 1.00 X 0 0 0 KATE BIRCHLER DIRECTOR 1.00 X 0 0 0 KATHERINE SCARDELLO DIRECTOR 1.00 X 0 0 0 KIM KIYOSAKI DIRECTOR 1.00 X 0 0 0 KIMBERLY MCWATERS DIRECTOR 1.00 X 0 0 0 LEAH LEWIS STONE DIRECTOR 1.00 X 0 0 0 LISA STEVENS ANDERSON DIRECTOR 1.00 X 0 0 0 LORRAINE FIELD CHAIR 2.00 X X 0 0 0 MARLENE KLOTZ COLLINS DIRECTOR 1.00 X 0 0 0 MARY COLLUM DIRECTOR 1.00 X 0 0 0 MARY UPCHURCH DIRECTOR 1.00 X 0 0 0 MEGHAN GRABEL DIRECTOR 1.00 X 0 0 0 MELINDA PETZNICK DIRECTOR 1.00 X 0 0 0 MICHELLE FRIEDMAN DIRECTOR 1.00 X 0 0 0 NANCY LOFTIN DIRECTOR 1.00 X 0 0 0 PAMELA OVERTON RISOLEO DIRECTOR 1.00 X 0 0 0 PAT PETZNICK DIRECTOR 1.00 X 0 0 0 PATTY WHITE OTHER OFFICER 2.00 X X 0 0 0 REBECCA AILES-FINE DIRECTOR 1.00 X 0 0 0 SALLY ODEGARD DIRECTOR 1.00 X 0 0 0 STEPHANIE COLEGROVE DIRECTOR 1.00 X 0 0 0 SUSAN SEGAL DIRECTOR 1.00 X 0 0 0 TERRY ROMAN DIRECTOR 1.00 X 0 0 0 TRACY BAME DIRECTOR 1.00 X 0 0 0 SUSAN BERMAN PRESIDENT/CEO 40.00 X 124555 0 13032 TINA DENICOLE CFO 40.00 X 91170 0 7033 CATHY KLEEMAN VICE PRESIDENT OF DEVELOPMENT 40.00 X 105385 0 0 321110 0 20065 2 0 0 0 0 14917 1631642 1451418 45175 3097977 FAMILY LAW SUPPORT 541100 19652 19652 OTHER PROGRAM SERVICES 900099 6633 6633 26285 68952 68952 220081 201059 19022 19022 19022 210730 1631642 210730 0 21378 21378 0 3212236 26285 0 87974 217155 217155 235790 235790 1071946 888050 61208 122688 12667 9147 1913 1607 60259 54146 2451 3662 115809 99597 5201 11011 23105 19703 1248 2154 31499 26459 945 4095 31028 31028 88446 57178 3935 27333 18342 13757 917 3668 43148 43148 43596 42267 443 886 100963 95915 1010 4038 7113 5441 1245 427 59641 56650 598 2393 200048 190046 2000 8002 17128 17103 5 20 EVENT EXPENSES 344352 34435 309917 PROGRAM RELATED EVENTS 45833 45833 EQUIPMENT RENTALS/MAINT 34515 31984 667 1864 BANK FEES 34029 33759 270 58615 28686 6619 23310 2895027 2211814 155868 527345 502576 802551 5680 8029 25820 48108 23673 9830 5606563 2854178 2940237 2752385 1125756 1164239 2097147 2194003 35764 76454 6756653 7055599 146406 119831 88050 66944 1451169 1401477 1685625 1588252 X 4711065 4978705 109963 238642 250000 250000 5071028 5467347 6756653 7055599 317209 79110 0 X 0 1 X 1 0 X 2530650 2823733 2912685 2521563 3097977 13886608 2530650 2823733 2912685 2521563 3097977 13886608 2103889 11782719 64142 63741 68215 72481 68952 337531 14224139 1066438 0.82840 0.77760 X 959963 158306 16034 115682 1018621 989883 95786 125706 959963 870543 125261 5921 989883 1138615 7132 -2300 144338 128566 870543 2311619 164234 -1071240 265998 1138615 0.52030 0.24540 0.23430 0 0 4660758 2105544 2555214 203841 92190 111651 724113 656444 67669 17851 17851 2752385 ACF INTERMEDIATE TERM INVESTMENT POOL 2194003 F 2194003 X 3330407 79110 70089 149199 3181208 31028 31028 3212236 2934088 70089 70089 2863999 31028 31028 2895027 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 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. FASHION GALA 1322630 1210280 112350 112350 GOLF TOURNAMENT 366585 296905 69680 69680 1 153157 124457 28700 28700 1842372 1631642 210730 210730 210730 0 1 EDUCATION & CAREER SCHOLARSHIPS 35 217155 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 21378 COMPARABLE SALES X AUCTION ITEMS 36 23797 FMV 0 0 0 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 JUNE 2017. 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.