THE PHOENIX FAMILY HOUSING CORPORATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE PHOENIX FAMILY HOUSING CORPORATION (EIN 68-0101133)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-01-30
- IRS object ID
- 202530309349300723
- Schema version
- 2023v6.0
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-30T12:48:56-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341874260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 WEST 47TH STREET SUITE 1100 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680101133 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHOENIX FAMILY HOUSING CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHOE | BusinessNameControlTxt |
| Phone | 8165611033 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3908 WASHINGTON STREET | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBER MYERS GIVNER | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8165611033 | PhoneNum |
| Signature | 2025-01-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA BURKE | PreparerPersonNm |
| PTIN | P00220718 | PTIN |
| Phone | 8169455500 | PhoneNum |
| Preparation | 2025-01-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIX FAMILY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIMBER MYERS GIVNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3908 WASHINGTON STREET | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,062,544 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PHOENIXFAMILY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | EMPOWER PEOPLE LIVING IN LOW-INCOME HOUSING TO GAIN STABILITY AND ACHIEVE SELF-SUFFICIENCY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 60 | TotalEmployeeCnt |
| Total Volunteers | 519 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,298,834 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,739,768 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,032,230 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,084,497 | CYProgramServiceRevenueAmt |
| PY Investment Income | $614 | PYInvestmentIncomeAmt |
| CY Investment Income | $32,350 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$122,712 | PYOtherRevenueAmt |
| CY Other Revenue | $4,808 | CYOtherRevenueAmt |
| PY Total Revenue | $3,208,966 | PYTotalRevenueAmt |
| CY Total Revenue | $3,861,423 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $53,209 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,788,779 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,854,785 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $193,932 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $822,898 | PYOtherExpensesAmt |
| CY Other Expenses | $870,028 | CYOtherExpensesAmt |
| PY Total Expenses | $3,611,677 | PYTotalExpensesAmt |
| CY Total Expenses | $3,778,022 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$402,711 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $83,401 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,228,992 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,740,947 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $948,331 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $375,531 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,280,661 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,365,416 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PHOENIX FAMILY EMPOWERS PEOPLE LIVING IN LOW-INCOME HOUSING COMMUNITIES WITH THE ON-SITE SUPPORT THEY NEED TO GAIN STABILITY AND ACHIEVE SELF-SUFFICIENCY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,341,775 | ExpenseAmt |
| Grant | $23,412 | GrantAmt |
| Revenue | $1,080,639 | RevenueAmt |
| Desc | PHOENIX FAMILY PROVIDES COORDINATOR SERVICES AT TWELVE (12) MULTI-FAMILY AND TWENTY (20) SENIOR LIVING APARTMENT COMPLEXES. PHOENIX FAMILY ACTS AS GRANT ADMINISTRATOR ON BEHALF OF THE PROPERTIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,036,826 | ExpenseAmt |
| Grant | $18,091 | GrantAmt |
| Revenue | $609,485 | RevenueAmt |
| Desc | SENIOR EMPOWERMENT PROGRAM: THE SENIOR EMPOWERMENT PROGRAM IMPROVES AND MAINTAINS THE STATUS OF OLDER ADULTS IN TERMS OF THEIR PERSONAL ECONOMIC DEVELOPMENT, HEALTH, AND COMMUNITY ENGAGEMENT, LEADING THEM TO A HIGHER QUALITY OF LIFE AND ALLOWING THEM TO AGE IN PLACE WITH DIGNITY AND CHOICE. THIS PROGRAM SERVES OVER 1,800 HOUSEHOLDS ANNUALLY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $396,434 | ExpenseAmt |
| Grant | $6,917 | GrantAmt |
| Revenue | $233,038 | RevenueAmt |
| Desc | FAMILIES FIRST: THE FAMILIES FIRST PROGRAM EMPOWERS ADULTS TO OVERCOME BARRIERS AND REACH THEIR FULL POTENTIAL AS PARENTS, COMMUNITY MEMBERS, AND INDIVIDUALS. WITH 200 LOCAL PARTNERSHIPS, WE HELP FAMILIES FIND LASTING SOLUTIONS TO COMPLEX PROBLEMS. OUR PROGRAMS COMBINE SHORT-TERM ASSISTANCE TO MEET IMMEDIATE CRITICAL NEEDS WITH LONG-TERM SERVICES THAT ADDRESS THE ROOT CAUSES OF POVERTY. THIS PROGRAM SERVES OVER 1,400 HOUSEHOLDS ANNUALLY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $274,454 | ExpenseAmt |
| Grant | $4,789 | GrantAmt |
| Revenue | $161,335 | RevenueAmt |
| Desc | HIKE READING ACHIEVEMENT PROGRAM: HIKE (HELP INSTILL THE KEY TO EDUCATION) IS A YOUTH DEVELOPMENT PROGRAM THAT PROVIDES LOW-INCOME CHILDREN INDIVIDUALIZED READING INSTRUCTION IN ORDER TO IMPROVE THEIR LITERACY, LEADING TO GREATER SUCCESS IN SCHOOL AND INCREASED OPPORTUNITIES IN LIFE. CHILDREN ARE PROVIDED WITH PURPOSEFUL EXPERIENCES, POSITIVE RELATIONSHIPS, AND THE SUPPORT NEEDED TO BECOME HEALTHY, RESPONSIBLE, AND CARING ADULTS. THIS PROGRAM SERVES OVER 1,000 CHILDREN ANNUALLY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $274,454 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $4,789 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $161,335 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,049,489 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 60 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REBECCA HUNKINS CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8166128835 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3908 WASHINGTON ST | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARK GARRETT | ||||||||
| CHAIRMAN | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ERICA DOBREFF | ||||||||
| SECRETARY | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID HOUCHEN | ||||||||
| TREASURER | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MATTHEW CONDON | ||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MACKENZIE CONWAY | ||||||||
| DIRECTOR (AS OF 9/1/23) | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KAREN DANIEL | ||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CAMERON GARRISON | ||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| GINA HARRIS | ||||||||
| DIRECTOR (AS OF 9/1/23) | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD KAHLE | ||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LAMONICA MADDEN | ||||||||
| DIRECTOR (AS OF 9/1/23) | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MCDANIEL | ||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BRYNN MORRIS | ||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MADELINE ROMIOUS | ||||||||
| DIRECTOR (AS OF 9/1/23) | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SARAH OSBORNE | ||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARK SEELY | ||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS VOLINI | ||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KEN EIDSON | ||||||||
| DIRECTOR (THRU 10/2023) | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BRANDON SCARBOROUGH | ||||||||
| DIRECTOR (THRU 3/2024) | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RAM SHANKAR | ||||||||
| DIRECTOR (THRU 3/2024) | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KIMBER MYERS GIVNER | ||||||||
| PRESIDENT & CEO | 40.00 | 10.00 | Yes (X) | $191,886 | $0 | $44,351 | ||
| WENDY COBB | ||||||||
| CONTROLLER (THRU 3/19/24) | 40.00 | 10.00 | Yes (X) | $87,669 | $0 | $1,241 | ||
| REBECCA HUNKINS | ||||||||
| CONTROLLER (AS OF 6/10/24) | 40.00 | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| LAUREL GROH | ||||||||
| DEVELOPMENT DIRECTOR | 40.00 | 0.00 | $103,260 | $0 | $22,307 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $382,815 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $67,899 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $24,351 | FederatedCampaignsAmt |
| Fundraising | $284,244 | FundraisingAmt |
| Related Organizations | $846,432 | RelatedOrganizationsAmt |
| Government Grants | $28,720 | GovernmentGrantsAmt |
| All Other Contributions | $556,021 | AllOtherContributionsAmt |
| Noncash Contributions | $670,401 | NoncashContributionsAmt |
| Total Contributions | $1,739,768 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICE COORDINATOR FE | 624200 | $1,070,639 | $1,070,639 |
| ON-SITE SUPPORT SERVIC | 624200 | $1,003,858 | $1,003,858 |
| PARTNERSHIP MANAGEMENT | 624200 | $10,000 | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,084,497 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,727 | TotalRevenueColumnAmt |
| Exclusion | $22,727 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $109,013 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $99,390 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,623 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,623 | TotalRevenueColumnAmt |
| Exclusion | $9,623 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $74,153 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $284,244 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $101,731 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$27,578 | TotalRevenueColumnAmt |
| Exclusion | -$27,578 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $10,000 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,000 | TotalRevenueColumnAmt |
| Exclusion | $10,000 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,386 | TotalRevenueColumnAmt |
| Exclusion | $22,386 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $22,386 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,861,423 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,084,497 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $37,158 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,209 | TotalAmt |
| Program Services | $53,209 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,821 | TotalAmt |
| Program Services | $46,979 | ProgramServicesAmt |
| Management And General | $216,863 | ManagementAndGeneralAmt |
| Fundraising | $46,979 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,081,037 | TotalAmt |
| Program Services | $1,804,386 | ProgramServicesAmt |
| Management And General | $193,273 | ManagementAndGeneralAmt |
| Fundraising | $83,378 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,994 | TotalAmt |
| Program Services | $21,243 | ProgramServicesAmt |
| Management And General | $1,638 | ManagementAndGeneralAmt |
| Fundraising | $2,113 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,118 | TotalAmt |
| Program Services | $230,343 | ProgramServicesAmt |
| Management And General | $22,826 | ManagementAndGeneralAmt |
| Fundraising | $8,949 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,815 | TotalAmt |
| Program Services | $138,784 | ProgramServicesAmt |
| Management And General | $27,495 | ManagementAndGeneralAmt |
| Fundraising | $9,536 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,178 | TotalAmt |
| Program Services | $13,055 | ProgramServicesAmt |
| Management And General | $2,405 | ManagementAndGeneralAmt |
| Fundraising | $1,718 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,867 | TotalAmt |
| Program Services | $93,380 | ProgramServicesAmt |
| Management And General | $17,201 | ManagementAndGeneralAmt |
| Fundraising | $12,286 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,841 | TotalAmt |
| Program Services | $18,138 | ProgramServicesAmt |
| Management And General | $1,703 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,866 | TotalAmt |
| Program Services | $34,782 | ProgramServicesAmt |
| Fundraising | $10,084 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,076 | TotalAmt |
| Program Services | $144,803 | ProgramServicesAmt |
| Management And General | $31,245 | ManagementAndGeneralAmt |
| Fundraising | $10,028 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,577 | TotalAmt |
| Program Services | $65,813 | ProgramServicesAmt |
| Management And General | $4,502 | ManagementAndGeneralAmt |
| Fundraising | $3,262 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,502 | TotalAmt |
| Program Services | $36,930 | ProgramServicesAmt |
| Management And General | $4,929 | ManagementAndGeneralAmt |
| Fundraising | $3,643 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,890 | TotalAmt |
| Program Services | $39,640 | ProgramServicesAmt |
| Management And General | $2,250 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,162 | TotalAmt |
| Program Services | $15,925 | ProgramServicesAmt |
| Management And General | $1,658 | ManagementAndGeneralAmt |
| Fundraising | $1,579 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274 | TotalAmt |
| Program Services | $208 | ProgramServicesAmt |
| Management And General | $38 | ManagementAndGeneralAmt |
| Fundraising | $28 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,576 | TotalAmt |
| Program Services | $2,652 | ProgramServicesAmt |
| Management And General | $2,575 | ManagementAndGeneralAmt |
| Fundraising | $349 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TENANT & FAMILY SERVICE | $289,219 | $289,219 | |
| BAD DEBT EXPENSE | $4,000 | $4,000 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,778,022 | TotalAmt |
| Program Services | $3,049,489 | ProgramServicesAmt |
| Management And General | $534,601 | ManagementAndGeneralAmt |
| Fundraising | $193,932 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $654,662 | BOYAmt |
| EOY | $332,335 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,395 | BOYAmt |
| EOY | $426,215 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,015 | BOYAmt |
| EOY | $35,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $692,418 | BOYAmt |
| EOY | $522,614 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $6,275 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $161,652 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $161,652 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,000 | BOYAmt |
| EOY | $390,582 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,502 | BOYAmt |
| EOY | $27,926 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,228,992 | BOYAmt |
| EOY | $1,740,947 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,668 | BOYAmt |
| EOY | $235,409 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,000 | BOYAmt |
| EOY | $112,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,663 | BOYAmt |
| EOY | $28,122 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $948,331 | BOYAmt |
| EOY | $375,531 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,074,524 | BOYAmt |
| EOY | $1,077,103 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,137 | BOYAmt |
| EOY | $288,313 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,280,661 | BOYAmt |
| EOY | $1,365,416 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,228,992 | BOYAmt |
| EOY | $1,740,947 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $83,401 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,354 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,404,303 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,277,518 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,370,815 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,298,834 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,739,768 | CurrentTaxYearAmt |
| Total | $7,091,238 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,404,303 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,277,518 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,370,815 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,298,834 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,739,768 | CurrentTaxYearAmt |
| Total | $7,091,238 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,848,726 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,242,512 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,318 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,090 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $616 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $614 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,727 | CurrentTaxYearAmt |
| Total | $28,365 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,458 | CurrentTaxYearMinus3YearsAmt |
| Total | $8,461 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,128,064 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $9,803,083 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73550 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82770 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $153,934 | OtherCostOrOtherBasisAmt |
| Depreciation | $153,934 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,718 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,718 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE OBLIGATIONS | Desc |
| Amt | $28,122 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $28,122 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,964,714 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,354 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $90,975 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $10,962 | OtherRevenueAmt |
| Revenue Not Reported | $103,291 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,861,423 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,861,423 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,879,959 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $90,975 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $10,962 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $101,937 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,778,022 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,778,022 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION HAS BEEN GRANTED EXEMPTION FROM INCOME TAXES BY THE INTERNAL REVENUE SERVICE UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CONSIDERED A PUBLIC CHARITY. THE ORGANIZATION ASSESSES UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS. THIS ASSESSMENT INCLUDES THE ASSESSMENT OF PRIVATE BENEFITS TO RELATED PARTIES AND DISQUALIFIED PERSONS. MANAGEMENT BELIEVES THAT NO EXCESS PRIVATE BENEFIT HAS BEEN CONVEYED THROUGH JUNE 30, 2024 AND 2023. THIS DETERMINATION HAS BEEN MADE THROUGH AN ASSESSMENT OF ESTIMATED REVENUE STREAMS IN RELATION TO BELOW MARKET LOANS, INCLUDING DEVELOPER FEES, SUPPORT SERVICE FEES, AND INITIALLY PROJECTED PRINCIPAL AND INTEREST PAYMENT STREAMS. THERE HAS NOT BEEN ANY INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENT OF ACTIVITIES OR STATEMENT OF FINANCIAL POSITION RELATED TO UNCERTAIN TAX POSITIONS. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES, NET IN-KIND 10,962. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES, NET IN-KIND 10,962. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | (UN)GALA | Event1Nm |
| Gross Receipts Event1 | $358,397 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $284,244 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $74,153 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $21,025 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $31,827 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $28,278 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $6,729 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $13,872 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $358,397 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $284,244 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $74,153 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $21,025 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $31,827 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $28,278 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $6,729 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,872 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $101,731 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$27,578 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| EMERGENCY ASSISTANCE - OTHER & HOLIDAY | 45 | $27,479 | $0 | N/A | N/A |
| EMERGENCY ASSISTANCE - UTILITIES | 83 | $8,305 | $0 | N/A | N/A |
| EMERGENCY ASSISTANCE - RENT | 83 | $16,909 | $0 | N/A | N/A |
| EMERGENCY ASSISTANCE - DME/RX | 3 | $516 | $0 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION SENDS EMERGENCY ASSISTANCE CHECKS DIRECTLY TO VENDORS AS OPPOSED TO RESIDENTS. THIS PROCESS ALLOWS THE ORGANIZATION TO INSURE THAT UTILITIES AND RENT ARE PAID DIRECTLY AND DURABLE MEDICAL EQUIPMENT IS PURCHASED APPROPRIATELY. HOLIDAY ASSISTANCE IS SPECIFICALLY PROVIDED TO PAY VENDORS FOR OTHER SUPPORT, LIKE CAR REPAIRS, COMPUTERS, OR CLOTHING FOR WORK PURPOSES. HOLIDAY ASSISTANCE INCLUDES SUPPORT THAT WOULD NOT NORMALLY QUALIFY UNDER OTHER SUPPORT CATEGORIES AND USES RESTRICTED FUNDS LIMITED TO A CERTAIN TIME PERIOD FOR ASSISTANCE THAT COULD NOT BE PAID FROM ANOTHER RESOURCE. HOLIDAY ASSISTANCE CAN INCLUDE RENT OR UTILITY PAYMENTS IF NECESSARY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBER MYERS GIVNER | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $191,886 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $6,282 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $38,069 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $236,237 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $183,944 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,290 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK QUOTE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2720 | ContributionCnt |
| Noncash Contributions Rpt F990 | $62,135 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FEDERAL RATE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | DEBT FORGIVENESS | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $414,032 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | LINE 9, SECURITIES - PUBLICLY TRADED, REPORTS THE TOTAL NUMBER OF CONTRIBUTIONS. LINE 19, FOOD INVENTORY, REPORTS THE TOTAL NUMBER OF MEALS AND SNACKS CONTRIBUTED. LINE 25, DEBT FORGIVENESS, REPORTS A SINGLE TRANSACTION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | PHOENIX FAMILY VENTURES, INC. (PFV), A RELATED ORGANIZATION (SEE SCHEDULE R), HAS THE POWER TO ELECT THE MEMBERS OF THE BOARD. THE ORGANIZATION'S BOARD OF DIRECTORS IS COMPRISED OF THE PFV BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S CONTROLLER, PRESIDENT & CEO, AND FINANCE COMMITTEE REVIEW FORM 990 BEFORE PRESENTING TO THE BOARD OF DIRECTORS. UPON APPROVAL BY THE BOARD, FORM 990 IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT ALL EMPLOYEES, OFFICERS, AND BOARD MEMBERS ARE REQUIRED TO COMPLETE. EMPLOYEES ARE PROVIDED THE CONFLICT OF INTEREST POLICY WHEN THEY BEGIN EMPLOYMENT VIA THE EMPLOYEE MANUAL. OFFICERS AND BOARD MEMBERS ANNUALLY COMPLETE THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO DISCLOSE ANY REAL OR PERCEIVED CONFLICTS OF INTEREST THAT ARISE THROUGHOUT THE YEAR. IF A BOARD MEMBER IS FOUND TO HAVE A CONFLICT OF INTEREST, THEY WILL ABSTAIN FROM VOTING ON THE ISSUE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT AND CEO'S COMPENSATION PACKAGE, AS WELL AS THAT OF THE ORGANIZATION'S OTHER OFFICERS AND KEY EMPLOYEES, IS APPROVED BY THE BOARD OF DIRECTORS IN CONJUNCTION WITH THE ANNUAL BUDGET APPROVAL BASED ON THE AGENCY'S FINANCIAL POSITION AND COMPARABILITY TO OTHER SIMILAR NOT-FOR-PROFIT ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE ANNUAL FINANCIAL STATEMENT REVIEW AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENWAY GP LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3908 WASHINGTON | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272395998 | EIN |
| Primary Activities | HOLDING COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIX FAMILY HOUSING CORPORATION | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIX FAMILY VENTURES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3908 WASHINGTON ST | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331119431 | EIN |
| Primary Activities | LOW-INCOME HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | EINEIN |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VB WILIKINA LIMITED PARTNERSHIP | |||||||||||||
| 1911 65TH AVE W | TACOMA | WA | 98466 | LOW-INCOME HOUSING | WA | PHOENIX FAMILY HOUSING CORPORATION | RELATED | -$21 | $107,813 | 0 | Yes (1) | 0.00010 | |
| GREENWAY OF BURLINGTON ASSOCIATES LP | |||||||||||||
| 3408 WOODLAND AVE STE 504 | WEST DES MOINES | IA | 50266 | LOW-INCOME HOUSING | IA | PHOENIX FAMILY HOUSING CORPORATION | RELATED | -$7 | $3,207,898 | 0 | Yes (1) | 0.00000 | 272065701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |