2019-10-10T14:21:15-05:00 2018-12-31 363990892 Capin Crouse LLP 2435 Research Parkway STE 200 Colorado Springs CO 80920 990 2018-01-01 204648043 Phoenix Multisport Inc PHOE 7204409175 2239 Champa St Denver CO 80205 Justin Stootsberry Interim Treasurer 7204409175 2019-10-10 1 Ashley Peabody P01385870 7195286225 139.146.132.42 2019-10-10 15:21:06 ED P 6B3BBDC0AE9D845D60E9E4A69D95F4E22C72634B 0FF61730296B1857ECE530A162D6E4BE9FF4AC3A 2018 2019-02-21 02:37:17Z The Phoenix Scott Strode 2239 Champa St Denver CO 80205 6427535 0 X www.thephoenix.org X 2006 CO Provide activities for persons recovering from substance abuse. 7 6 73 125 0 0 5245278 5912238 439169 435017 801 5174 1199 -1110 5686447 6351319 0 0 0 0 1714315 3122323 0 0 365174 1036027 2201423 2750342 5323746 2936105 1027573 8339484 9858695 2815038 3306676 5524446 6552019 X See Schedule O 0 0 3967069 0 427021 In 2018, Phoenix Multisport, Inc. (dba "The Phoenix") continued to grow programs and attendance in our brick-and-mortar locations in California, Colorado, Massachusetts, and Idaho, and opened a new chapter in Billings, MT. The Phoenix's sober active community reached 6,630 new individuals in 2018. Peer recovery support programs offered by The Phoenix help people stay engaged in the recovery process and reduce the likelihood of relapse among those with substance use disorders.Continued on Schedule O 3967069 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 45 0 1 73 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CO CT FL GA IL MA MD ME MN NH NY OR PA RI UT X Justin Stootsberry 7204409175 2239 Champa St Denver CO 80205 Scott Strode President/Executive Director 40.00 X X 98012 0 1988 Susan Broderick Board Chair 1.00 X X 0 0 0 Joshua McClellan Board Member (Part Year) 1.00 X 0 0 0 Deni Carise Board Member 1.00 X 0 0 0 Mark Gaylord Board Member 1.00 X 0 0 0 Don Fertman Board Member 1.00 X 0 0 0 Jessica Nickel Board Member (Part Year) 1.00 X 0 0 0 Greg Sheindlin Board Member 1.00 X 0 0 0 Don Chapman Board Member 1.00 X 0 0 0 Joy Horwitz Secretary 5.00 X 14495 0 0 Sam Brandt CFO/Interim Treasurer 40.00 X 92004 0 3958 204511 0 5946 0 0 0 0 Bob Carter Companies LLC 2145 14th Ave Ste 26 Vero Beach FL 32960 Consulting services 104581 1 70997 708762 5132479 20448 5912238 Program Income 900099 435017 435017 435017 5174 5174 25925 70997 38787 -12862 -12862 29433 37429 -7996 -7996 19748 19748 19748 6351319 427021 0 12060 210503 103153 101559 5791 2581544 2008599 402415 170530 103732 78318 18827 6587 226544 171040 41118 14386 6622 1448 3833 1341 38049 38049 282033 70269 159124 52640 78255 57577 14247 6431 293801 210638 55002 28161 160978 121538 29218 10222 520140 477048 31508 11584 315046 236699 57594 20753 275724 251081 18189 6454 43799 39847 2928 1024 Training 148662 132026 13849 2787 Development 30868 3630 1043 26195 7446 4158 3000 288 5323746 3967069 991503 365174 X 1624285 823903 579434 912616 276660 326175 172142 169099 42502 34377 62275 95931 8338721 842127 5582186 7496594 8339484 9858695 451468 288659 2363570 3018017 2815038 3306676 X 3725997 5002346 1798449 1549673 5524446 6552019 8339484 9858695 1027573 0 X X 0 1 X 1 0 X 2159689 2699585 1446721 5245278 5912238 17463511 151768 183222 286597 457687 464450 1543724 2311457 2882807 1733318 5702965 6376688 19007235 43350 357515 668795 1404470 9585 2483715 0 43350 357515 668795 1404470 9585 2483715 16523520 328 58 2290 801 5174 8651 328 58 2290 801 5174 8651 38747 102450 59352 18473 45674 264696 2350532 2985315 1794960 5722239 6427536 19280582 0.85700 0.80210 0.00040 0.00030 X Schedule A, Part III, Line 12, Explanation of Other Income: Misc Income - 2015 Amount: $ 50,000. 2018 Amount: $ 19,749. Special event fees - 2014 Amount: $ 38,747. 2015 Amount: $ 52,450. 2016 Amount: $ 59,352. 2017 Amount: $ 18,473. 2018 Amount: $ 25,925. Schedule A, Part III: The organization is a public charity under section 509(a)(2) and completes Schedule A (Form 990), Part III. The organization has analyzed Schedule A (Form 990), Part II and established that it meets the 33 1/3% public support requirements under sections 509(a)(1) and 170(b)(1)(A)(vi), thus it qualifies to use the first listed special rule for Schedule B (Form 990) reporting. 1500 1500 1500 1500 1500 1500 1500 1500 1500 1500 1.00000 0 0 1648465 1648465 5608624 165484 5443140 107409 39157 68252 663679 435965 227714 310544 201521 109023 7496594 6512802 85266 76217 161483 6351319 0 6351319 5485229 85266 76217 161483 5323746 0 5323746 Part V, Line 4: Proceeds from endowment funds are intended to be used for general operations. Part XI, Line 2d - Other Adjustments: Cost of goods sold 37,429. Special fundraising event expenses 38,788. Part XII, Line 2d - Other Adjustments: Cost of goods sold 37,429. Special fundraising event expenses 38,788. Fundraising Gala 96922 70997 25925 100 24263 7636 6788 96922 70997 25925 100 24263 7636 6788 38787 -12862 Form 990, Part III, Line 1 Phoenix Multisport's mission is to foster a supportive, physically active community for individuals who are recovering from alcohol and substance abuse and those that choose to live a sober life. Through pursuits like climbing, hiking, running, swimming, road and mountain biking, yoga, strength training, racing and other activities, they seek to help their members develop and maintain the emotional strength they need to stay sober. Phoenix members become part of a community that places value on the future rather than the past. Phoenix Multisport offers the opportunity for social and athletic networking that can lead to long lasting relationships with others who share a commitment to sobriety. Form 990, Part III, Line 4a, Description of Program Service - Continuation: Colorado update: Our Colorado Springs chapter moved into a new, expanded space in Colorado Springs and celebrated a grand opening of that space in June 2018. The workforce development program, launched in 2017, continues to grow and team members are learning to become personal fitness trainers. Phoenix added a recovery coach on staff in Colorado Springs and the youth and young adult program in Denver completed its pilot and continues to grow. Programs to bridge individuals transitioning from the criminal justice system into Phoenix programs also expanded in 2018. California update: Free community programs continue to grow as well as partnerships with treatment centers. Individuals who have made a connection to Phoenix while in treatment know there is a sober community at Phoenix that will help support them once they leave formal treatment. Phoenix-Orange County moved into a larger space in 2018 and served more people in 2018 than ever before. Boston update: The Phoenix hosted a Grand Opening of the Boston facility on September 29, 2018 with over 300 attendees. This state-of-the-art facility is the largest site that The Phoenix owns, with a rock wall, yoga studio, indoor/outdoor CrossFit space and serves as a hub of recovery supporting other Phoenix sites throughout the region. Phoenix launched the Lowell Chapter in September as well with a Phoenix gym operating out of the Lowell Community Counseling Center. Idaho update: Boise entered its second year of Phoenix programming and served over 650 members of the local recovery community in 2018. Montana update: The Phoenix opened a site and launched programming in Billings, Montana in 2018. A partnership with the drug court program in Billings along with other funding allowed Phoenix to hire a full-time staff person and offer several Phoenix events each week. National expansion efforts: The Phoenix continued its expansion through the launch of volunteer-led remote programs across the country. By the end of 2018, Phoenix programs were in 22 states and 36 communities. Form 990, Part VI, Section B, line 11b Form 990 is prepared by an independent CPA firm and is reviewed in detail by the organization's Treasurer and Secretary for accuracy. The 990 is then reviewed by the organization's board of directors prior to being filed with the IRS. Form 990, Part VI, Section B, line 12c In addition to the annual review and signing of the policy, board members and officers are required to bring any potential conflicts that arise over the course of the year to the attention of the President and Executive Director or Board Chair. If a conflict of interest is determined to exist, the board member with the conflict would recuse him/herself from any board decision-making process, and the recusal would be reflected in the meeting minutes. Form 990, Part VI, Section B, line 15 15a - The board of directors determine appropriate compensation for the organization's President and Executive Director. In determining compensation for the President, comparability data is referenced. The board of directors review the comparability data, and discuss and approve compensation. Compensation decisions are documented in the board minutes. 15b - The compensation for other officers and senior staff is determined on an annual basis by the President and Executive Director using comparable data. The deliberation and decision process is documented. 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. Form 990, Part X, Lines 27-29 In accordance with the principles of FASB ASU 2016-14 (ASC 958), the organization has implemented required changes to its audited financial statements for the period ended 12/31/2018. To date, Form 990 and its associated schedules have not been updated to reflect changes made by this standard. Thus, we have reported the revised net asset categories from the audited financial statements as follows on Form 990, Part X, Lines 27-29: Line 27 - Net assets without donor restrictions $ 5,002,346 Line 29 - Net assets with donor restrictions $ 1,549,673 Total net assets $ 6,552,019 Form 990, Page 12, Part XII, Line 2c: The full board participates in oversight of the audit and selection of the independent CPA firm engaged to perform the audit of the financial statements. This process has not changed since the prior year.