FIRST PLACE AZ: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FIRST PLACE AZ (EIN 46-1722227)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201843179349307999
- Schema version
- 2017v2.3
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T06:35:27-00:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | CHUCK HEIMERDINGER | PersonNm |
| Person Title | INTERIM CFO | PersonTitleTxt |
| Signature | 2018-11-13 | 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 | 2018-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.162.157.61 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 16:45:03 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 62E43348EE3C7DAB2011D4FB068CA8D1BCB2AB31 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 62E43348EE3C7DAB2011D4FB068CA8D1BCB2AB31 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 110 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,734,769 | 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 | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,019,722 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,104,959 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $476,596 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $628,715 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,442 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,095 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,500,760 | PYTotalRevenueAmt |
| CY Total Revenue | $3,734,769 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $15,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $286,174 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $552,599 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $68,992 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $770,070 | PYOtherExpensesAmt |
| CY Other Expenses | $1,073,111 | CYOtherExpensesAmt |
| PY Total Expenses | $1,071,244 | PYTotalExpensesAmt |
| CY Total Expenses | $1,625,710 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,429,516 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,109,059 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,726,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,307,314 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,145,236 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,698,621 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,581,194 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,608,693 | 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 | $1,131,440 | ExpenseAmt |
| Revenue | $628,715 | RevenueAmt |
| Desc | FIRST PLACE AZ FPAZ WAS ACTIVELY UNDER CONSTRUCTION ON AN 81,000-SQUARE-FOOT RESIDENTIAL BUILDING THROUGHOUT 2017. THE STATE-OF-THE-ART RESIDENTIAL PROPERTY, LOCATED ON 1.4 ACRES IN THE HEART OF PHOENIX, IS STRATEGICALLY LOCATED NEAR THE CAMPUS OF DIGNITY HEALTH ST. JOSEPHS HOSPITAL MEDICAL CENTER AND BARROW NEUROLOGICAL INSTITUTE. THE PROPERTY DESIGN PROMOTES 10 SPECIFIC DESIGN GOALS AND GUIDELINES THAT INCLUDE LOCATION FROM WHERE RESIDENTS CAN EASILY ACCESS OUR VIBRANT URBAN CORE, SAFETY AND SECURITY, DURABILITY AND MAINTENANCE, HEALTH AND WELLNESS, NATURAL LIGHTING AND MORE. FPAZ REPRESENTS A NEW RESIDENTIAL PROTOTYPE FOR ADULTS WITH AUTISM AND OTHER SPECIAL ABILITIES, BACKED BY 20 YEARS OF RESEARCH LED BY THE SOUTHWEST AUTISM RESEARCH RESOURCE CENTER SARRC, THE STARDUST CENTER FOR AFFORDABLE HOMES AND THE FAMILY AT ASU, THE URBAN LAND INSTITUTE AND SOME OF THE MOST RESPECTED REAL ESTATE CONCERNS IN THE U.S. | Desc |
| Total Program Service Expenses | $1,131,440 | 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 | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | 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 | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | 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 | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 |
| Form1098 C Filed | Yes (true) | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | 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 | MARKSNELSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8167437700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 E 104TH ST STE 300 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 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 | 000.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY WHITE | |||||||
| VICE CHAIR | 002.00 | 000.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DENISE RESNIK | |||||||
| FOUNDER, PRESIDENT CEO | 040.00 | 000.20 | Yes (X) | Yes (X) | $125,008 | $0 | $0 |
| JACK HENRY | |||||||
| TREASURER | 002.00 | 000.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BO CALBERT | |||||||
| SECRETARY | 002.00 | 000.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROB LEINBACH | |||||||
| DIRECTOR | 002.00 | 000.10 | Yes (X) | $0 | $0 | $0 | |
| TESS BURLESON | |||||||
| DIRECTOR | 002.00 | 000.10 | Yes (X) | $0 | $0 | $0 | |
| JOE COOPER | |||||||
| CFO COO | 040.00 | 000.10 | Yes (X) | $125,269 | $0 | $6,731 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $250,277 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $6,731 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST AUTISM RESEARCH & RESOURCE CTR | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 NO 18TH ST | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850064103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | TRAINING AT ACADEMY | ServicesDesc |
| Compensation | $517,273 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,104,959 | AllOtherContributionsAmt |
| Noncash Contributions | $56,141 | NoncashContributionsAmt |
| Total Contributions | $3,104,959 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program Tuition | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $628,715 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $628,715 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $628,715 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,095 | TotalRevenueColumnAmt |
| Exclusion | $1,095 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,734,769 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $628,715 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,095 | 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 | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $257,008 | TotalAmt |
| Program Services | $92,523 | ProgramServicesAmt |
| Management And General | $117,056 | ManagementAndGeneralAmt |
| Fundraising | $47,429 | 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 | $295,591 | TotalAmt |
| Program Services | $187,744 | ProgramServicesAmt |
| Management And General | $107,847 | ManagementAndGeneralAmt |
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 | $0 | TotalAmt |
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 | $10,832 | TotalAmt |
| Program Services | $3,116 | ProgramServicesAmt |
| Management And General | $7,716 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,979 | TotalAmt |
| Management And General | $59,979 | 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 | $397,048 | TotalAmt |
| Program Services | $328,398 | ProgramServicesAmt |
| Management And General | $47,087 | ManagementAndGeneralAmt |
| Fundraising | $21,563 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,225 | TotalAmt |
| Program Services | $185 | ProgramServicesAmt |
| Management And General | $2,040 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,791 | TotalAmt |
| Program Services | $9,192 | ProgramServicesAmt |
| Management And General | $21,599 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,869 | TotalAmt |
| Program Services | $2,320 | ProgramServicesAmt |
| Management And General | $9,549 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,276 | TotalAmt |
| Program Services | $83,330 | ProgramServicesAmt |
| Management And General | $6,946 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,256 | TotalAmt |
| Program Services | $29,489 | ProgramServicesAmt |
| Management And General | $8,767 | 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 | $12 | TotalAmt |
| Management And General | $12 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55 | TotalAmt |
| Management And General | $55 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,488 | TotalAmt |
| Program Services | $8,938 | ProgramServicesAmt |
| Management And General | $6,550 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,556 | TotalAmt |
| Management And General | $22,556 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Program Expenses | $381,048 | $381,048 | |
| Bad Debts | $4,191 | $4,191 | |
| Other Expenses | $8,485 | $5,157 | $3,328 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,625,710 | TotalAmt |
| Program Services | $1,131,440 | ProgramServicesAmt |
| Management And General | $425,278 | ManagementAndGeneralAmt |
| Fundraising | $68,992 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,454,587 | BOYAmt |
| EOY | $1,630,234 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,730,548 | BOYAmt |
| EOY | $1,683,546 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,462 | BOYAmt |
| EOY | $10,550 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,604 | BOYAmt |
| EOY | $102,595 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,601,003 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,624 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,513,379 | BOYAmt |
| EOY | $1,556,379 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $985,850 | BOYAmt |
| EOY | $6,324,010 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,726,430 | BOYAmt |
| EOY | $11,307,314 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,592 | BOYAmt |
| EOY | $1,398,621 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,644 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $1,300,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,145,236 | BOYAmt |
| EOY | $2,698,621 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,917,610 | BOYAmt |
| EOY | $7,060,097 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,663,584 | BOYAmt |
| EOY | $1,548,596 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,581,194 | BOYAmt |
| EOY | $8,608,693 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,726,430 | BOYAmt |
| EOY | $11,307,314 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,109,059 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,644 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$87,204 | 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 CY170 | 0.00000 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $128,526 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,925,234 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,833,523 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,019,722 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,104,959 | CurrentTaxYearAmt |
| Total | $11,011,964 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $197,091 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $476,596 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $628,715 | CurrentTaxYearAmt |
| Total | $1,303,902 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $130,026 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,925,234 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,030,614 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,496,318 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,733,674 | CurrentTaxYearAmt |
| Total | $12,315,866 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $8,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,275 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,025 | CurrentTaxYearAmt |
| Total | $28,550 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $5,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,788 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,536 | CurrentTaxYearAmt |
| Total | $90,785 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $13,711 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,063 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,561 | CurrentTaxYearAmt |
| Total | $119,335 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $12,196,531 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $302 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,095 | CurrentTaxYearAmt |
| Total | $2,343 | 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 | $44 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $302 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,095 | CurrentTaxYearAmt |
| Total | $2,343 | 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 | $130,070 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,925,337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,030,916 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,497,117 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,734,769 | CurrentTaxYearAmt |
| Total | $12,318,209 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99010 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99770 | PublicSupportPY509Pct |
| Investment Income CY | 0.00020 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,504,855 | OtherCostOrOtherBasisAmt |
| Book Value | $1,504,855 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $96,148 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,624 | DepreciationAmt |
| Book Value | $51,524 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,556,379 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSIT | |
| LOAN COSTS | $246,049 |
| CONSTRUCTION IN PROGRESS | $6,077,961 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,324,010 | TotalBookValueOtherAssetsAmt |
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 |
| Total Rev Etc Audited Fincl Stmt | $3,917,648 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,644 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $159,439 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $30,000 | OtherRevenueAmt |
| Revenue Not Reported | $195,083 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,722,565 | RevenueSubtotalAmt |
| Other Revenues Not Included | $12,204 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $12,204 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,734,769 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,890,149 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $159,439 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $105,000 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $264,439 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,625,710 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,625,710 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| X 2 | THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION DOES NOT CURRENTLY INCLUDE AN INCOME TAX PROVISION IN THE FINANCIAL STATEMENTS MANAGEMENT MONITORS THE REPORTING OF UNCERTAIN TAX POSITIONS, WHICH COULD RESULT IN RECORDING AN INCOME TAX PROVISION IN THE FUTURE. |
| XI 2d | SCHOLARSHIP EXPENSES ARE TRULY REDUCTIONS OF PROGRAM SERVICES FEES AND ARE THEREFORE NETTED AGAINST INCOME FOR TAX PURPOSES - 30,000. |
| XI 4b | DISCOUNTS ON LONG-TERM PLEDGES NOT REFLECTED FOR TAX PURPOSES AS THEY RELATE TO UNCONDITIONAL PROMISES TO DONATE TO THE ORGANIZATION IN THE CURRENT PERIOD - 12,204. |
| XII 2d | ALLOWANCE FOR UNCOLLECTIBLE PLEDGES ARE NOT REFLECTED FOR TAX PURPOSES AS THEY RELATE TO UNCONDITIONAL PROMISES TO DONATE TO THE ORGANIZATION AND ARE NOT BAD DEBT UNTIL REALIZED - 75,000 SCHOLARSHIP EXPENSES ARE TRULY REDUCTIONS OF PROGRAM SERVICES FEES AND ARE THEREFORE NETTED AGAINST INCOME FOR TAX PURPOSES - 30,000. TOTAL 105,000. |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $56,141 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
| 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d | Program Service Expenses 0, Grants and allocations 0, Revenue 0 FIRST PLACE TRANSITION ACADEMY - LAUNCHED NEARLY THREE YEARS AGO, ENROLLMENT IN THE TRANSITION ACADEMY HAS STEADILY INCREASED. SOPHOMORES IN THE PROGRAM WILL BE GRADUATING IN MAY 2018. IN 2018, FRESHMEN WILL LIVE AT FIRST PLACE-PHOENIX AND SOPHOMORES, AT 29 PALMS OUR INITIAL BETA SITE, AN AFFORDABLE HOUSING PROPERTY CO-LOCATING SENIORS WITH TRANSITION ACADEMY RESIDENTS. TRANSITION ACADEMY PARTICIPANTS MATRICULATE THROUGH THEIR COURSEWORK, APPLYING WHAT THEY LEARN IN THEIR APARTMENTS - ALSO KNOWN AS INDEPENDENT LIVING CLASSROOMS - AND THE COMMUNITY AT LARGE. THE LEARN4INDEPENDENCE CURRICULUM FOR FRESHMEN AND SOPHOMORES CONTINUES TO BE TAUGHT ON THE CAMPUS OF PHOENIXS GATEWAY COMMUNITY COLLEGE - A REMARKABLE, SUPPORTIVE PARTNER SUCCESSFULLY INTEGRATING OUR TRANSITION ACADEMY PARTICIPANTS WITH THE BROADER STUDENT POPULATION. |
| Form 990, Part III, Line 4d | Program Service Expenses 0, Grants and allocations 0, Revenue 0 FIRST PLACE GLOBAL LEADERSHIP INSTITUTE - THE GLOBAL LEADERSHIP INSTITUTE HAS MADE STEADY GAINS TOWARD TRAINING SUPPORT PROVIDERS AND CREATING NEW EMPLOYMENT OPPORTUNITIES FOR PROGRAM PARTICIPANTS. EACH OF THE GLOBAL LEADERSHIP INSTITUTES FIVE CENTERS IS FOCUSED ON SHORT- AND LONG-TERM PROJECTS AND SPECIFIC INITIATIVES - |
| Form 990, Part III, Line 4d | Program Service Expenses 0, Grants and allocations 0, Revenue 0 1 MARICOPA COUNTY IDA CENTER FOR EDUCATION, TRAINING EMPLOYMENT - LICENSING OF THE FIRST PLACE AZ LEARN4INDEPENDENCE CURRICULUM, COMPRISING 32 SEMESTER-LENGTH COURSES 17 WEEKS EACH, IS A VALUABLE, SOUGHT-AFTER CURRICULUM AND SERVES AS VALUABLE CONTENT FOR THE FIRST PLACE TRANSITION ACADEMY |
| Form 990, Part III, Line 4d | Program Service Expenses 0, Grants and allocations 0, Revenue 0 2 CENTER FOR REAL ESTATE COMMUNITY DEVELOPMENT - THIS CENTER HOSTS SEMI-ANNUAL SYMPOSIA FOR LEADERS FROM AROUND THE WORLD EAGER TO LEARN MORE ABOUT FIRST PLACE AND SARRC - AND HOW PHOENIX HAS BECOME THE MOST AUTISM-FRIENDLY CITY IN THE WORLD |
| Form 990, Part III, Line 4d | Program Service Expenses 0, Grants and allocations 0, Revenue 0 3 COLONEL HARLAND SANDERS CENTER FOR APPLIED RESEARCH - THIS CENTER IS COLLECTING DATA ON OUTCOMES FOR THE TRANSITION ACADEMY AND WILL BE INVOLVED IN OTHER INITIATIVES INCLUDING QUALITY OF LIFE SURVEYS FOR ALL FIRST PLACE PARTICIPANTS AND FUTURE RESIDENTS |
| Form 990, Part III, Line 4d | Program Service Expenses 0, Grants and allocations 0, Revenue 0 4 MULZET CENTER FOR EXPRESSION - THIS CENTER IS FOCUSED ON COMMUNICATING LESSONS LEARNED ABOUT FIRST PLACE-PHOENIX, INCLUDING THE COMPLEXITIES OF TRANSITIONING FROM ADOLESCENCE TO ADULTHOOD. OUR WORK HAS CAPTURED THE ATTENTION OF PBS NEWSHOUR AND VARIOUS OTHER NATIONAL AND LOCAL MEDIA OUTLETS. FILMING FOR THE DOCUMENTARY ON THE HISTORY OF AUTISM BY JOURNALISTS AND PULITZER PRIZE FINALISTS CAREN ZUCKER AND JOHN DONVAN ALSO CONTINUES IN PHOENIX AND ACROSS THE COUNTRY |
| Form 990, Part III, Line 4d | Program Service Expenses 0, Grants and allocations 0, Revenue 0 AND 5 CENTER FOR PUBLIC POLICY - THIS CENTER WILL EMPOWER FUTURE POLICIES SUPPORTING GREATER INNOVATION, ENABLING MORE INDIVIDUALS AND FAMILIES TO COMBINE PUBLIC AND PRIVATE FUNDING FOR NEW RESIDENTIAL MODELS LIKE FIRST PLACE. |
| Form 990, Part VI, Section B, Line 11b | THE TREASURER OF THE ORGANIZATION DISTRIBUTES A PDF COPY OF THE 990 RETURN TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO BEING FILED. AT THE FIRST MEETING OF THE BOARD FOLLOWING THE FILING OF THE 990 WITH THE IRS, THE COMPLETE FORM 990 IS PRESENTED TO THE BOARD BY THE ORGANIZATIONS LEAD OFFICERS WITH RESPONSIBILITY OVER THE FORM 990S REVIEW THEREAFTER, QUESTIONS ARE TAKEN AND THE FORM, ITS PREPARATION, AND ITS PUBLIC RELATION IMPACT IS DISCUSSED. |
| 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 VII, Section A, Line 38 | THE ORGANIZATION UTILIZES THE SERVICES OF AN EMPLOYEE LEASING FIRM. THE AMOUNTS REFLECTED AS COMPENSATION AND SALARIES THROUGHOUT THE RETURN ARE THE AMOUNTS PAID TO THE EMPLOYEE LEASING FIRM FOR THE GROSS WAGES FOR THESE INDIVIDUALS. PER IRS INSTRUCTIONS, THESE EMPLOYEES ARE TREATED AS BEING EMPLOYEES OF THE ORGANIZATION ALTHOUGH THERE ARE NOT ANY W2S FILED BY THE ORGANIZATION. THE NUMBER OF EMPLOYEES OF 6 IS LISTED IN FORM 990, PART I, LINE 5, WHILE FORM 990, PART V, LINE 2A FOR THE NUMBER OF W2S ISSUED IS ZERO. PAYROLL TAXES ARE ALSO NOT REPORTED AS THEY ARE THE RESPONSIBILTY OF THE LEASING COMPANY. |
| Form 990, Part IX, Line 11g | OPERATING PARTNERS FOR THE ACADEMY, PAYROLL SERVICES, SECURITY 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 EXPENSES FOR TAX PURPOSES AS THEY RELATE TO UNCONDITIONAL PROMISES TO DONATE TO THE ORGANIZATION - 87,204 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | First Place-Phoenix LLC | BusinessNameLine1Txt |
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) |
|---|---|---|
| EIN | 815140045 | EIN |
| Primary Activities | Housing austic other special ability individuals | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | First Place AZ | BusinessNameLine1Txt |
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 austic other special ability individuals | AZ | 501c3 | 12 | Filing Organization | Yes (true) |
| First Place-Phoenix Transitional Homes | ||||||||||
| 717 E Maryland Ave Ste 110 | Phoenix | AZ | 85014 | 823679038 | Housing austic other special ability individuals | 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 | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | 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 | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt | InvolvedInvolvedAmt |
|---|---|---|
| First Place-Phoenix Catalina | ||
| n | under 50K threshold | |
| First Place-Phoenix Catalina | ||
| o | under 50K threshold | |
| First Place-Phoenix Transitional Homes | ||
| n | under 50K threshold | |
| First Place-Phoenix Transitional Homes | ||
| o | under 50K threshold | |
| First Place-Phoenix LLC | ||
| n | under 50K threshold | |
| First Place-Phoenix LLC | ||
| o | under 50K threshold | |
| First Place-Phoenix LLC | ||
| r | FMV | $5,708,118 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V Line 7 | FormAndLineReferenceDesc |
| Explanation | DURING 2017, THE LAND AND BUILDING BEING CONTRUCTED FOR HOUSING LOW-INCOME INDIVIDUALS WITH AUSTIM OR OTHER SPECIAL ABILITIES WAS TRANSFERRED INTO THE LLC WHICH IS A DISREGARDED ENTITY OF THE ORGANIZATION. | ExplanationTxt |
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