2025-01-30T12:48:56-06:00 2024-06-30 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2023-07-01 680101133 THE PHOENIX FAMILY HOUSING CORPORATION PHOE 8165611033 3908 WASHINGTON STREET KANSAS CITY MO 64111 KIMBER MYERS GIVNER PRESIDENT & CEO 8165611033 2025-01-24 1 1 LISA BURKE P00220718 8169455500 2025-01-24 2023 2025-03-06 01:10:19Z PHOENIX FAMILY KIMBER MYERS GIVNER 3908 WASHINGTON STREET KANSAS CITY MO 64111 4062544 0 X WWW.PHOENIXFAMILY.ORG X 1985 CA EMPOWER PEOPLE LIVING IN LOW-INCOME HOUSING TO GAIN STABILITY AND ACHIEVE SELF-SUFFICIENCY. 16 16 60 519 0 0 1298834 1739768 2032230 2084497 614 32350 -122712 4808 3208966 3861423 0 53209 0 0 2788779 2854785 0 0 193932 822898 870028 3611677 3778022 -402711 83401 2228992 1740947 948331 375531 1280661 1365416 X PHOENIX FAMILY EMPOWERS PEOPLE LIVING IN LOW-INCOME HOUSING COMMUNITIES WITH THE ON-SITE SUPPORT THEY NEED TO GAIN STABILITY AND ACHIEVE SELF-SUFFICIENCY. 0 0 1341775 23412 1080639 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. 1036826 18091 609485 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. 396434 6917 233038 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. 274454 4789 161335 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. 274454 4789 161335 3049489 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 5 0 1 60 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 CA HI IA KS MO X REBECCA HUNKINS CONTROLLER 8166128835 3908 WASHINGTON ST KANSAS CITY MO 64111 MARK GARRETT CHAIRMAN 1.00 1.00 X X 0 0 0 ERICA DOBREFF SECRETARY 0.50 0.50 X X 0 0 0 DAVID HOUCHEN TREASURER 0.50 0.50 X X 0 0 0 MATTHEW CONDON DIRECTOR 0.50 0.50 X 0 0 0 MACKENZIE CONWAY DIRECTOR (AS OF 9/1/23) 0.50 0.50 X 0 0 0 KAREN DANIEL DIRECTOR 0.50 0.50 X 0 0 0 CAMERON GARRISON DIRECTOR 0.50 0.50 X 0 0 0 GINA HARRIS DIRECTOR (AS OF 9/1/23) 0.50 0.50 X 0 0 0 RICHARD KAHLE DIRECTOR 0.50 0.50 X 0 0 0 LAMONICA MADDEN DIRECTOR (AS OF 9/1/23) 0.50 0.50 X 0 0 0 DAVID MCDANIEL DIRECTOR 0.50 0.50 X 0 0 0 BRYNN MORRIS DIRECTOR 0.50 0.50 X 0 0 0 MADELINE ROMIOUS DIRECTOR (AS OF 9/1/23) 0.50 0.50 X 0 0 0 SARAH OSBORNE DIRECTOR 0.50 0.50 X 0 0 0 MARK SEELY DIRECTOR 0.50 0.50 X 0 0 0 THOMAS VOLINI DIRECTOR 0.50 0.50 X 0 0 0 KEN EIDSON DIRECTOR (THRU 10/2023) 0.50 0.50 X 0 0 0 BRANDON SCARBOROUGH DIRECTOR (THRU 3/2024) 0.50 0.50 X 0 0 0 RAM SHANKAR DIRECTOR (THRU 3/2024) 0.50 0.50 X 0 0 0 KIMBER MYERS GIVNER PRESIDENT & CEO 40.00 10.00 X 191886 0 44351 WENDY COBB CONTROLLER (THRU 3/19/24) 40.00 10.00 X 87669 0 1241 REBECCA HUNKINS CONTROLLER (AS OF 6/10/24) 40.00 10.00 X 0 0 0 LAUREL GROH DEVELOPMENT DIRECTOR 40.00 0.00 X 103260 0 22307 382815 0 67899 2 0 1 0 0 24351 284244 846432 28720 556021 670401 1739768 SERVICE COORDINATOR FE 624200 1070639 1070639 ON-SITE SUPPORT SERVIC 624200 1003858 1003858 PARTNERSHIP MANAGEMENT 624200 10000 10000 2084497 22727 22727 109013 99390 9623 9623 9623 74153 284244 101731 -27578 -27578 10000 0 10000 10000 22386 22386 22386 3861423 2084497 0 37158 53209 53209 310821 46979 216863 46979 2081037 1804386 193273 83378 24994 21243 1638 2113 262118 230343 22826 8949 175815 138784 27495 9536 17178 13055 2405 1718 122867 93380 17201 12286 19841 18138 1703 44866 34782 10084 186076 144803 31245 10028 73577 65813 4502 3262 45502 36930 4929 3643 41890 39640 2250 19162 15925 1658 1579 274 208 38 28 5576 2652 2575 349 TENANT & FAMILY SERVICE 289219 289219 BAD DEBT EXPENSE 4000 4000 3778022 3049489 534601 193932 654662 332335 435395 426215 45015 35000 692418 522614 0 6275 161652 161652 0 0 368000 390582 33502 27926 2228992 1740947 280668 235409 220000 112000 447663 28122 948331 375531 X 1074524 1077103 206137 288313 1280661 1365416 2228992 1740947 83401 1354 0 X X 1 X 1 X 1 0 X 1404303 1277518 1370815 1298834 1739768 7091238 1404303 1277518 1370815 1298834 1739768 7091238 1848726 5242512 3318 1090 616 614 22727 28365 3 8458 8461 7128064 9803083 0.73550 0.82770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 153934 153934 0 7718 7718 0 0 LEASE OBLIGATIONS 28122 28122 X 3964714 1354 90975 10962 103291 3861423 0 3861423 3879959 90975 10962 101937 3778022 0 3778022 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. (UN)GALA 358397 284244 74153 21025 31827 28278 6729 13872 358397 284244 74153 21025 31827 28278 6729 13872 101731 -27578 1 EMERGENCY ASSISTANCE - OTHER & HOLIDAY 45 27479 0 N/A N/A EMERGENCY ASSISTANCE - UTILITIES 83 8305 0 N/A N/A EMERGENCY ASSISTANCE - RENT 83 16909 0 N/A N/A EMERGENCY ASSISTANCE - DME/RX 3 516 0 N/A N/A PART I, LINE 2: 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. X X 0 0 0 0 0 0 0 0 0 KIMBER MYERS GIVNER PRESIDENT & CEO 191886 0 0 0 0 0 6282 0 38069 0 236237 0 0 0 X 183944 FAIR MARKET VALUE X 1 10290 STOCK QUOTE X 2720 62135 FEDERAL RATE X DEBT FORGIVENESS 1 414032 FMV 0 0 0 0 PART I, COLUMN (B): 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. 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. 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