FIRST PLACE AZ: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FIRST PLACE AZ (EIN 46-1722227)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-11
- IRS object ID
- 201933159349302723
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-11T12:32:00-00:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SECHLER MORGAN CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2418 W BARROW DRIVE | AddressLine1Txt |
| City | CHANDLER | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461722227 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST PLACE AZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIRS | BusinessNameControlTxt |
| Phone | 6027336525 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 E MARYLAND AVE Room 110 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM HEIMERDINGER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTINA MORGAN CPA | PreparerPersonNm |
| Phone | 6022302700 | PhoneNum |
| Preparation | 2019-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.226.18.216 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 17:21:32 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EFB0C7540C9D0F62F9AE0565DFC7D15C726DD0A4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 62E43348EE3C7DAB2011D4FB068CA8D1BCB2AB31 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Denise Resnik | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 E Maryland Ave Ste 110 | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,929,997 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.firstplace.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | SETS THE STANDARD FOR DEVELOPING COMMUNITIES THAT INTEGRATE ADULTS WITH AUTISM AND SPECIAL ABILITIES INTO THE FABRIC OF SOCIETY THROUGH HOUSING, HEALTHCARE, EDUCATION, EMPLOYMENT, SUPPORTIVE SYSTEMS, CULTURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 34 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,104,959 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,311,551 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $628,715 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,422,216 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,095 | PYInvestmentIncomeAmt |
| CY Investment Income | $126,830 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,734,769 | PYTotalRevenueAmt |
| CY Total Revenue | $2,860,597 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $94,211 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $552,599 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,158,514 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $181,648 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,073,111 | PYOtherExpensesAmt |
| CY Other Expenses | $2,743,414 | CYOtherExpensesAmt |
| PY Total Expenses | $1,625,710 | PYTotalExpensesAmt |
| CY Total Expenses | $3,996,139 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,109,059 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,135,542 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,307,314 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,689,541 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,698,621 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,348,850 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,608,693 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,340,691 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FIRST PLACE SETS THE STANDARD FOR DEVELOPING COMMUNITIES THAT INTEGRATE ADULTS WITH AUTISM AND OTHER SPECIAL ABILITIES INTO THE FABRIC OF SOCIETY THROUGH HOUSING, HEALTHCARE, EDUCATION, EMPLOYMENT, SUPPORTIVE SYSTEMS, AND CULTURE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,192,925 | ExpenseAmt |
| Grant | $43,371 | GrantAmt |
| Revenue | $818,494 | RevenueAmt |
| Desc | FIRST PLACE APARTMENTS COMPRISE 55 STUDIO, ONE-, TWO- AND FOUR-BEDROOM UNITS FOR APPROXIMATELY 80 RESIDENTS WITH AUTISM AND OTHER NEURO-DIVERSITIES. LOCATED IN THE HEART OF THE PHOENIX URBAN AREA, THIS STATE-OF-THE-ART RESIDENTIAL PROPERTY IS DESIGNED TO BE COMMUNITY CONNECTED AND TRANSIT ORIENTED, WITH A VARIETY OF SUPPORTS AND AMENITIES. THE ENVIRONMENT IS SPECIFICALLY DESIGNED TO REDUCE DISTRACTIONS AND TO PROMOTE SAFETY AND SECURITY. RESIDENTS MAY CHOOSE TO LIVE BY THEMSELVES OR WITH A ROOMMATE. TRAINED SUPPORT STAFF IS ON-SITE TO PROVIDE INDIVIDUALIZED SUPPORTS THAT RANGE FROM GUIDANCE IN LIFE SKILLS AND EMPLOYMENT/VOLUNTEERING TO COMMUNITY LIFE AND HEALTH AND WELLNESS. LIFE SKILLS TRAINING INCLUDES TRANSPORTATION ACCESS/NAVIGATION, MEAL PLANNING, SOCIAL INTEGRATION AND CAREER DEVELOPMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,066,223 | ExpenseAmt |
| Grant | $50,840 | GrantAmt |
| Revenue | $563,022 | RevenueAmt |
| Desc | FIRST PLACE TRANSITION ACADEMY IS A STRUCTURED, TWO-YEAR RESIDENTIAL PROGRAM WITH CAPACITY FOR 32 PARTICIPANTS THAT HELPS ADULTS WITH AN AUTISM SPECTRUM DISORDER BUILD CRUCIAL INDEPENDENT LIVING AND CAREER READINESS SKILLS. PARTICIPANTS CAN MAXIMIZE THEIR ABILITY TO LIVE MORE INDEPENDENTLY THROUGH LEARN4INDEPENDENCE, A COMPREHENSIVE TWO YEAR CURRICULUM OF 32 SEMESTER-LENGTH COURSES OF 17 WEEKS EACH. COURSES RANGE IN TOPIC FROM FINANCES, WORK AND NUTRITION TO SAFETY, HEALTH AND RELATIONSHIPS. THE SOUTHWEST AUTISM RESEARCH RESOURCE CENTER, OR SARRC, IS A NONPROFIT FIRST PLACE PARTNERS WITH TO OPERATE THE PROGRAM. IN YEAR ONE, PARTICIPANTS LIVE IN THEIR OWN PRIVATE BEDROOM IN ONE OF THE FOUR FOUR-BEDROOM UNITS ON THE GROUND FLOOR OF FIRST PLACE-PHOENIX. THEY COMPLETE THE FIRST 16 COURSES AS THEY EXPERIENCE VARIOUS WORK ENVIRONMENTS RANGING FROM COMMUNITY VOLUNTEER SITES AND INTERNSHIPS TO EMPLOYMENT. IN YEAR TWO, PARTICIPANTS RELOCATE ON-SITE TO A TWO-BEDROOM UNIT WITH THEIR OWN PRIVATE BEDROOM AND BATHROOM AS A NEXT STEP TOWARD GREATER INDEPENDENCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $210,451 | ExpenseAmt |
| Revenue | $40,700 | RevenueAmt |
| Desc | FIRST PLACE GLOBAL LEADERSHIP INSTITUTES MISSION IS TO INCREASE THE NUMBER OF HOUSING OPTIONS FOR INDIVIDUALS WITH AUTISM AND OTHER NEURO-DIVERSITIES AND TO DEVELOP A FIELD OF LEADERS ADVANCING BEST PRACTICES. DEVELOPED BY DISTINGUISHED THOUGHT LEADERS AND EXPERTS IN THIS HIGHLY SPECIALIZED FIELD, THE GLOBAL LEADERSHIP INSTITUTE OFFERS DIRECT EXPERIENCE FOR A BROAD RANGE OF SECTORS RELATED TO HOW THE GREATER COMMUNITY CAN SERVE AS AN INDEPENDENT LIVING CLASSROOM. THIS FOCUS ENABLES THE CREATION OF MORE RESIDENTIAL OPTIONS THAT SUPPORT GREATER INDEPENDENCE. THE INSTITUTE ALSO FOCUSES ON COMMUNITY, EMPLOYMENT AND REAL ESTATE DEVELOPMENT, MULTIDISCIPLINARY STUDY AND RESEARCH, AND HANDS-ON TRAINING FOR THOSE SEEKING SUPPORT-STAFF CAREERS WORKING WITH INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. CONTINUED ON SCH O. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,469,599 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 34 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM HEIMERDINGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6024646602 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 E MARYLAND AVE STE 110 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85014 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| SARA DIAL | |||||||
| CHAIR | 005.00 | 002.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY WHITE | |||||||
| VICE CHAIR | 002.00 | 002.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DENISE RESNIK | |||||||
| FOUNDER, PRESIDENT CEO | 036.00 | 048.00 | Yes (X) | Yes (X) | $203,417 | $0 | $0 |
| JACK HENRY | |||||||
| TREASURER | 002.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TESS BURLESON | |||||||
| SECRETARY | 002.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BO CALBERT | |||||||
| DIRECTOR | 002.00 | 002.00 | Yes (X) | $0 | $0 | $0 | |
| ROB LEINBACH | |||||||
| DIRECTOR | 002.00 | 004.00 | Yes (X) | $0 | $0 | $0 | |
| MARY MARTUSCELLI | |||||||
| DIRECTOR | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG EATON | |||||||
| DIRECTOR | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE COOPER | |||||||
| CFO 1/1/18-9/30/18 | 020.00 | 030.00 | Yes (X) | Yes (X) | $115,412 | $0 | $0 |
| WILLIAM HEIMERDINGER | |||||||
| CFO 9/03/18-12/31/18 | 020.00 | 020.00 | Yes (X) | $15,000 | $0 | $0 | |
| LISA CHRISCO | |||||||
| EXECUTIVE DIRECTOR 1/1/18-5/2/18 | 020.00 | 030.00 | Yes (X) | $55,836 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $389,665 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SARRC | |||||
| 300 N 18TH ST | PHOENIX | AZ | 850064103 | TRAINING AT ACADEMY | $847,368 |
| PROBACK OFFICE | |||||
| 5151 SHOREHAM PL STE 200 | SAN DIEGO | CA | 92122 | ACCOUNTING FINANCE | $114,412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $74,000 | GovernmentGrantsAmt |
| All Other Contributions | $1,237,551 | AllOtherContributionsAmt |
| Noncash Contributions | $55,030 | NoncashContributionsAmt |
| Total Contributions | $1,311,551 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM RENT FEES | 531110 | $818,494 | $818,494 |
| PROGRAM TUITION | 900099 | $425,522 | $425,522 |
| LICENSING CURRICULUM | 900099 | $137,500 | $137,500 |
| SYMPOSIUM | 900099 | $40,700 | $40,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,422,216 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $124,214 | TotalRevenueColumnAmt |
| Exclusion | $124,214 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $72,016 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $69,400 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,616 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,616 | TotalRevenueColumnAmt |
| Exclusion | $2,616 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,860,597 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,422,216 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $126,830 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,250 | TotalAmt |
| Program Services | $27,250 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,961 | TotalAmt |
| Program Services | $66,961 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,665 | TotalAmt |
| Program Services | $282,223 | ProgramServicesAmt |
| Management And General | $104,501 | ManagementAndGeneralAmt |
| Fundraising | $2,941 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,870 | TotalAmt |
| Program Services | $440,630 | ProgramServicesAmt |
| Management And General | $205,749 | ManagementAndGeneralAmt |
| Fundraising | $30,491 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,979 | TotalAmt |
| Program Services | $59,877 | ProgramServicesAmt |
| Management And General | $27,959 | ManagementAndGeneralAmt |
| Fundraising | $4,143 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,223 | TotalAmt |
| Management And General | $19,223 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,285 | TotalAmt |
| Program Services | $725 | ProgramServicesAmt |
| Management And General | $234,560 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,060,525 | TotalAmt |
| Program Services | $984,119 | ProgramServicesAmt |
| Management And General | $69,762 | ManagementAndGeneralAmt |
| Fundraising | $6,644 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,220 | TotalAmt |
| Fundraising | $22,220 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,318 | TotalAmt |
| Program Services | $65,154 | ProgramServicesAmt |
| Management And General | $45,164 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,430 | TotalAmt |
| Program Services | $77,134 | ProgramServicesAmt |
| Management And General | $44,296 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $802,890 | TotalAmt |
| Program Services | $412,398 | ProgramServicesAmt |
| Management And General | $275,810 | ManagementAndGeneralAmt |
| Fundraising | $114,682 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,757 | TotalAmt |
| Program Services | $1,978 | ProgramServicesAmt |
| Management And General | $16,779 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,623 | TotalAmt |
| Program Services | $22,409 | ProgramServicesAmt |
| Management And General | $7,214 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,632 | TotalAmt |
| Management And General | $255,632 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,151 | TotalAmt |
| Program Services | $7,761 | ProgramServicesAmt |
| Management And General | $4,390 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,998 | TotalAmt |
| Program Services | $7,618 | ProgramServicesAmt |
| Management And General | $33,853 | ManagementAndGeneralAmt |
| Fundraising | $527 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FELLOWSHIP EXPENSES | $8,955 | $8,955 |
| PROGRAM FEES | $879 | $879 |
| BAD DEBT EXPENSES | $3,528 | $3,528 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,996,139 | TotalAmt |
| Program Services | $2,469,599 | ProgramServicesAmt |
| Management And General | $1,344,892 | ManagementAndGeneralAmt |
| Fundraising | $181,648 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,630,234 | BOYAmt |
| EOY | $1,599,960 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,187,480 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,683,546 | BOYAmt |
| EOY | $917,153 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,550 | BOYAmt |
| EOY | $29 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $10,633,600 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,595 | BOYAmt |
| EOY | $42,625 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $97,676 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $56,776 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,556,379 | BOYAmt |
| EOY | $40,900 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,266,444 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,324,010 | BOYAmt |
| EOY | $1,350 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,307,314 | BOYAmt |
| EOY | $16,689,541 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,398,621 | BOYAmt |
| EOY | $333,799 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,236,307 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,300,000 | BOYAmt |
| EOY | $1,778,744 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,698,621 | BOYAmt |
| EOY | $9,348,850 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,060,097 | BOYAmt |
| EOY | $6,368,293 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,548,596 | BOYAmt |
| EOY | $972,398 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,608,693 | BOYAmt |
| EOY | $7,340,691 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,307,314 | BOYAmt |
| EOY | $16,689,541 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,135,542 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$78,863 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$53,597 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,925,234 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,833,523 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,019,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,104,959 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,311,551 | CurrentTaxYearAmt |
| Total | $12,194,989 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $197,091 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $476,596 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $628,715 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,422,216 | CurrentTaxYearAmt |
| Total | $2,724,618 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,925,234 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,030,614 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,496,318 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,733,674 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,733,767 | CurrentTaxYearAmt |
| Total | $14,919,607 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $8,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,275 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,025 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,473 | CurrentTaxYearAmt |
| Total | $126,023 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $5,461 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,788 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,536 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,324 | CurrentTaxYearAmt |
| Total | $190,109 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $13,711 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,063 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,561 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $196,797 | CurrentTaxYearAmt |
| Total | $316,132 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $14,603,475 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $103 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $302 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,095 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,214 | CurrentTaxYearAmt |
| Total | $126,513 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $103 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $302 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,095 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,214 | CurrentTaxYearAmt |
| Total | $126,513 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,925,337 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,030,916 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,497,117 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,734,769 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,857,981 | CurrentTaxYearAmt |
| Total | $15,046,120 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97060 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99010 | PublicSupportPY509Pct |
| Investment Income CY | 0.00840 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00020 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,548,596 | BeginningYearBalanceAmt |
| Contributions | $447,403 | ContributionsAmt |
| Other Expenditures | $1,023,601 | OtherExpendituresAmt |
| End Year Balance | $972,398 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,663,584 | BeginningYearBalanceAmt |
| Contributions | $2,236,000 | ContributionsAmt |
| Other Expenditures | $4,350,988 | OtherExpendituresAmt |
| End Year Balance | $1,548,596 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,662,737 | BeginningYearBalanceAmt |
| Contributions | $1,544,589 | ContributionsAmt |
| Other Expenditures | $543,742 | OtherExpendituresAmt |
| End Year Balance | $3,663,584 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,637,762 | BeginningYearBalanceAmt |
| Contributions | $1,238,391 | ContributionsAmt |
| Other Expenditures | $213,416 | OtherExpendituresAmt |
| End Year Balance | $2,662,737 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $1,650,000 | ContributionsAmt |
| Other Expenditures | $12,238 | OtherExpendituresAmt |
| End Year Balance | $1,637,762 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $97,676 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,776 | DepreciationAmt |
| Book Value | $40,900 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $40,900 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN FIRST PLACE CATALINA | $1,233,400 | C |
| INVESTMENT IN FIRST PLACE TRANSITIONAL HOMES | $33,044 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $1,266,444 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal income taxes | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | X 2 | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS AND CONTINUES TO MONITOR THE INCOME TAX STANDARD FOR THE FUTURE. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST PLACE - PHX CATALINA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 E MARYLAND AVE | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 814899129 | RecipientEIN |
| IRC Section | 501c3 | IRCSectionDesc |
| Non Cash Assistance | $27,000 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | SAFETY EQUIPMENT | NonCashAssistanceDesc |
| Purpose Of Grant | PROGRAM SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 6 | $50,840 |
| FELLOWSHIP | 1 | $16,121 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line 2 | SCHOLARSHIPS ARE AWARDED THROUGH REDUCTIONS IN TUITION COSTS FOR CURRENT ACTIVE STUDENTS WHICH ALLOWS FOR DIRECT MONITORING OF THE GRANT ACTIVITY. THE FELLOW IS IN RESIDENCE. |
| Part III Line 1 | THE FIRST PLACE TRANSITION ACADEMY SCHOLARSHIP APPLICATIONS WERE OFFERED TO PROVISIONALLY ACCEPTED STUDENTS. EACH APPLICANT AND A FAMILY MEMBER COMPLETED A DIRECTED PERSONAL STATEMENT. A SCHOLARSHIP COMMITTEE OF FOUR REVIEWED THE PERSONAL STATEMENTS USING A RUBRIC TO COMPILE AN OVERALL SCORE. A FINAL CONSENSUS WAS REACHED BY THE FOUR COMMITTEE MEMBERS. LETTERS WERE SENT TO EACH STUDENT TO AWARD THE SCHOLARSHIP WITH A REQUEST TO CONFIRM ACCEPTANCE. |
| Part III Line 2 | THE FELLOWSHIP PROGRAM REQUIRED AN ONLINE APPLICATION AND A RECOMMENDATION FROM ARIZONA STATE UNIVERSITY - MORRISON SCHOOL OF SOCIAL WORK, OUR RESEARCH PARTNERS. THE FIRST PLACE LEADERSHIP TEAM REVIEWED APPLICANTS. THE FINALIST WAS INTERVIEWED BY THE FIRST PLACE CEO AND CFO AND OTHER KEY INDIVIDUALS THROUGH IN PERSON AND PHONE INTERVIEWS. THE FELLOW WAS SELECTED BY THE CEO AND CFO BASED ON THE RESULTS OF THE APPLICATION AND INTERVIEW PROCESS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENISE RESNIK | PersonNm |
| Title | FOUNDER, PRESIDENT CEO | TitleTxt |
| Base Compensation Filing Org | $180,244 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $23,173 | BonusFilingOrganizationAmount |
| Total Compensation Filing Org | $203,417 | TotalCompensationFilingOrgAmt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Herb Dreiszesun | PersonNm |
| Relationship With Org | Family of CEO | RelationshipWithOrgTxt |
| Loan Purpose | Building Construction Loan | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $7,400,000 | OriginalPrincipalAmt |
| Balance Due | $7,236,307 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $7,236,307 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II Line 1 | FormAndLineReferenceDesc |
| Explanation | HERB DREISZESUN IS RELATED TO THE CEO. HE OWNS BCP METRO, A COMPANY THAT LOANED THE ORGANIZATION FUNDS NECESSARY TO CONSTRUCT THE BUILDING FOR PROGRAM SERVICES. THE LOAN HAD ARMS-LENGTH MARKET INTEREST RATES. THE TOTAL INTEREST PAID DURING 2018 WAS 276,853. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $44,356 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. HIGH-LOW | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Artwork | 1 | $625 | FMV |
| Yes (X) | Meals | 1 | $539 | FMV |
| Yes (X) | Printed materials | 1 | $9,510 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 9, 25-27 | FormAndLineReferenceDesc |
| Explanation | The actual number of contributors is listed. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4c | CONTINUED FROM PAGE 2 - THE FIRST PLACE GLOBAL LEADERSHIP INSTITUTE COLLABORATES WITH INTERNATIONAL EXPERTS AND INDUSTRY LEADERS THROUGH ITS FIVE CENTERS MARICOPA COUNTY IDA CENTER FOR EDUCATION, TRAINING EMPLOYMENT CENTER FOR REAL ESTATE COMMUNITY DEVELOPMENT COLONEL HARLAND SANDERS CENTER FOR APPLIED RESEARCH MULZET CENTER FOR EXPRESSION/COMMUNICATION AND THE DANIEL JORDAN FIDDLE FOUNDATION CENTER FOR PUBLIC POLICY. |
| Form 990, Part VI, Section B, Line 11b | THE CFO OF THE ORGANIZATION DISTRIBUTES A PDF COPY OF THE 990 RETURN TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO BEING FILED. |
| Form 990, Part VI, Section B, Line 12c | AT EACH BOARD AND COMMITTEE MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS. |
| Form 990, Part VI, Section B, Line 15 | THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION FOR THE EXECUTIVE DIRECTOR BY COMPARING THEIR COMPENSATION TO THE COMPENSATION OF INDIVIDUALS IN LIKE POSITIONS, IN COMPARABLE ORGANIZATIONS USING FORMS 990, COMPENSATION STUDIES, AND OTHER AVAILABLE DATA. THE COMMITTEE THEN APPROVES ANY CHANGES IN COMPENSATION BASED ON THIS INFORMATION. THE ORGANIZATION HAS NO OTHER PAID OFFICERS OR EMPLOYEES MEETING THE IRS DEFINITION OF A KEY EMPLOYEE. |
| Form 990, Part VI, Section C, Line 19 | THE ORGANIZATION WILL PROVIDE IN A TIMELY MANNER, GOVERNING DOCUMENTS INCLUDING ITS CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS WHEN REQUESTED IN WRITING OR IN PERSON. |
| Form 990, Part IX, Line 11g | OPERATING PARTNERS FOR THE ACADEMY, PAYROLL SERVICES, AND OTHER CONTRACT SERVICES |
| Form 990, Part XI, Line 9 | DISCOUNTS ON LONG-TERM PLEDGES AND ALLOWANCE FOR UNCOLLECTIBLE PLEDGES ARE NOT REFLECTED AS CONTRIBUTION REDUCTIONS FOR TAX PURPOSES AS THEY RELATE TO UNCONDITIONAL PROMISES TO DONATE TO THE ORGANIZATION - 53,597. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| First Place-Phoenix Catalina | ||||||||||
| 717 E Maryland Ave Ste 110 | Phoenix | AZ | 85014 | 814899129 | Housing autistic other special ability persons | AZ | 501c3 | 12 | Filing Organization | Yes (true) |
| First Place-Phoenix Transitional Homes | ||||||||||
| 717 E Maryland Ave Ste 110 | Phoenix | AZ | 85014 | 823679038 | Housing autistic other special ability persons | AZ | 501c3 | 12 | Filing Organization | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| First Place-Phoenix Catalina | ||
| b | $1,339,263 | ACTUAL CASH/ACCRUAL |
| First Place-Phoenix Catalina | ||
| d | $15,600,000 | CURRENT VALUE |
| First Place-Phoenix Catalina | ||
| k | $553,907 | ACTUAL CASH/ACCRUAL |
| First Place-Phoenix Transitional Homes | ||
| k | $74,004 | ACTUAL CASH/ACCRUAL |
| First Place-Phoenix Catalina | ||
| l | $87,556 | ACTUAL CASH/ACCRUAL |
| First Place-Phoenix Transitional Homes | ||
| l | UNDER 50K THRESHOLD/DONATED RENT | |
| First Place-Phoenix Catalina | ||
| n | UNDER 50K THRESHOLD/VOLUNTEERS | |
| First Place-Phoenix Transitional Homes | ||
| n | UNDER 50K THRESHOLD/VOLUNTEERS | |
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