2017-10-20T05:25:33-00:00 2016-12-31 SECHLER CPA PC 921 E ORANGE DRIVE PHOENIX AZ 85014 990 2016-01-01 461722227 FIRST PLACE AZ FIRS 6027336525 717 E MARYLAND AVE Room 110 PHOENIX AZ 85014 JOE COOPER CHIEF FINANCIAL OFFICER 2017-10-20 true CAROLYN S SECHLER 6022302700 2017-10-20 24.56.6.144 2017-10-20 19:53:57 MS P 4D8B214A508B362569F0E3BA6FCB207F0B80DB0F E259EE71697CF24F78ABE1C588D8C1629087F991 2016 2021-01-29 14:40:06Z DENISE RESNIK 717 E MARYLAND AVE 110 PHOENIX AZ 85014 3656584 false X www.firstplace.org X 2012 AZ 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. 7 6 6 6 0 2833523 3019722 197091 476596 -98 4442 0 3030516 3500760 15000 0 231382 286174 0 24798 417869 770070 649251 1071244 2381265 2429516 5720836 7726430 1544326 1145236 4176510 6581194 X 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. false false 82445 FIRST PLACE, AZ FPAZ 21.3 MILLION CAPITAL CAMPAIGN MARCHES TOWARD SUCCESS, AS WE SECURED 10 MILLION OF THE 14.3 MILLION CHARITABLE GOAL. FPAZ BROKE GROUND ON OUR 80,000 SQ.FT RESIDENTIAL BUILDING IN DECEMBER 2016 ON ITS 1.4 ACRES IN THE HEART OF PHOENIX, STRATEGICALLY LOCATED NEAR THE CAMPUS OF DIGNITY HEALTH - ST. JOSEPHS HOSPITAL MEDICAL CENTER SJHMC AND BARROW NEUROLOGICAL INSTITUTE BNI. OUR RESIDENTIAL FACILITY IS SCHEDULED FOR OCCUPANCY IN LATE SPRING OF 2018. FPAZ REPRESENTS A NEW RESIDENTIAL PROTOTYPE FOR ADULTS WITH AUTISM AND OTHER SPECIAL ABILITIES, BACKED BY 16 YEARS OF RESEARCH LED BY SARRC, THE ASU STARDUST CENTER FOR AFFORDABLE HOMES, THE URBAN LAND INSTITUTE, AND SOME OF THE MOST RESPECTED REAL ESTATE CONCERNS IN THE U.S. THE COMPONENTS INCLUDE 1 THE FIRST PLACE APARTMENTS 55 STUDIO, 1-2 BEDROOM UNITS SUPPORTIVE HOUSING FOR RESIDENTS, INCLUDING ASU GRADUATE/DOCTORAL STUDENT FELLOWS AND TEACH FOR AMERICA TFA ALUMNI. CONTINUED ON SCH. O 627131 15000 469852 THE TRANSITION ACADEMY NOW OPERATES AT A BETA SITE MADE POSSIBLE THROUGH COLLABORATION WITH FPAZ, THE FOUNDATION FOR SENIOR LIVING FLS, SARRC, AND THE ARIZONA DEPT. OF HOUSING, WHICH PROVIDED A 2.6 MILLION GRANT FOR THE DEVELOPMENT OF A MULTI-GENERATIONAL AFFORDABLE HOUSING COMMUNITY CALLED 29 PALMS. FPAZ ENROLLED ITS SECOND COHORT OF STUDENTS, CURRENTLY AT 18 STUDENTS TOTAL AND GRADUATED ITS FIRST THREE STUDENTS IN SPRING OF 2017. THE FPAZ TRANSITION ACADEMY HAS ALREADY DEMONSTRATED BENEFITS FOR THE STUDENTS. STUDENTS ENROLLED AT GATEWAY COMMUNITY COLLEGE FOR THE LIFE AND VOCATIONAL SKILLS COURSEWORK, UTILIZING CURRICULUM DEVELOPED BY FPAZ AND SARRC, ARE PAID INTERNS AND VOLUNTEERS. FPAZ HAS HOSTED GROUPS FROM ACROSS THE U.S. AND CANADA WITH INTEREST IN REPLICATING THE FPAZ MODEL. LOCAL AND NATIONAL ATTENTION HAS SPOTLIGHTED THE COLLECTIVE EFFORTS, RESULTING IN INCREASED COMMUNITY INTEREST AND INVITATIONS TO PARTICIPATE IN NATIONAL INITIATIVES, ALL GEARED TOWARD ADDRESSING THE CHALLENGES OF TRANSITIONING ADOLESCENTS AND ADULTS WITH AUTISM. CONTINUED ON SCH. O 116536 THE GLOBAL LEADERSHIP INSTITUTE HAS MADE GAINS TOWARD TRAINING DIRECT-SUPPORT SERVICE PROVIDERS AND CREATING NEW EMPLOYMENT OPPORTUNITIES FOR PROGRAM PARTICIPANTS. FPAZ PROGRAMMATICALLY FOCUSES ON EMPLOYMENT AND JOB CREATION FOR FIRST PLACE PHOENIX RESIDENTS AND STUDENTS AND OTHER SPECIAL LEARNERS, AS WELL AS THOSE TO SUPPORT THEM FROM ACROSS OUR COUNTY, STATE, AND NATION. THROUGH THE FIRST PLACE NATIONAL LEADERSHIP INSTITUTE, DIRECT-SUPPORT SERVICE PROVIDERS WILL BE TRAINED, BUILDING ON COMMUNITY CONNECTIONS WITH MARICOPA COMMUNITY COLLEGE DISTRICT, ASU, SJHMC/BNI AND A VARIETY OF BUSINESSES, CREATING NEW EMPLOYMENT OPPORTUNITIES FOR PEOPLE/ENTERPRISES THAT SERVE THIS RAPIDLY GROWING SEGMENT OF OUR POPULATION. THE LEADERSHIP INSTITUTE INCLUDES FIVE CENTERS, EACH OF WHICH ARE PROGRESSING 1 CENTER FOR REAL ESTATE HOSTED GROUPS IN PHOENIX FROM BOSTON, CALGARY, DALLAS-FT. WORTH, LONG ISLAND, NEW YORK CITY, SEATTLE AND PHILADELPHIA, EACH INTERESTED IN NEAR-TERM REPLICATION OPPORTUNITIES, THE CHARGE OF THE INSTITUTE. CONTINUED ON SCH. O 826112 true true false false false false false false false true true false false false true true true false false false false false false false false false false false true false false false false false false false false false true false false false false false false false false true 21 0 true 0 false false false false false false false false false false X 7 6 false false false false false false false true true false false true true true true true true true false false AZ X PROBACK OFFICE 6027336525 5151 SHOREHAM PLACE STE 200 SAN DIEGO CA 92122 X SARA DIAL CHAIR 005.00 X X 0 0 0 NANCY WHITE VICE CHAIR 002.00 X X 0 0 0 DENISE RESNIK FOUNDER, PRESIDENT CEO 040.00 X X 60339 0 0 JACK HENRY TREASURER 002.00 X X 0 0 0 BO CALBERT SECRETARY 002.00 X 0 0 0 ROB LEINBACH DIRECTOR 002.00 X 0 0 0 TESS BURLESON DIRECTOR 002.00 X 0 0 0 MICHAEL SKLAR VICE CHAIR 1/1/16-11/22/16 002.00 002.00 X 0 0 0 JOE COOPER CFO COO 040.00 X 8631 0 0 68970 false false false SOUTHWEST AUTISM RESEARCH & RESOURCE CTR 300 NO 18TH ST PHOENIX AZ 850064103 TRAINING AT ACADEMY 118736 1 3019722 155523 3019722 Program Tuition 900099 476596 476596 476596 799 799 159467 155824 3643 3643 3643 3500760 476596 4442 X 0 15000 15000 0 0 68970 24829 26641 17500 0 209597 179824 29773 0 0 7607 5630 1521 456 0 25271 25271 48970 48970 0 0 224670 171521 53149 2212 2212 11554 8072 3482 5736 1869 3867 0 76666 76666 23336 18994 4342 0 594 594 0 0 12645 12645 11578 11578 Program Training Expenses 310468 310468 Program Events 11265 4423 6842 Bad Debts 5105 5105 0 1071244 826112 220334 24798 1430450 2454587 2116921 2730548 1470 4462 13084 37604 2527166 29137 2158011 2498029 900 1200 5720836 7726430 144326 139592 5644 1400000 1000000 1544326 1145236 X 1513773 2917610 2662737 3663584 4176510 6581194 5720836 7726430 X 2429516 -24832 X false true X true false X 0.00000 128526 1925234 2833523 3019722 7907005 1500 197091 476596 675187 130026 1925234 3030614 3496318 8582192 8250 10275 18525 8250 10275 18525 8563667 44 103 302 799 1248 0 44 103 302 799 1248 0 0 130070 1925337 3030916 3497117 8583440 X 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 2662737 1544589 543742 3663584 1637762 1238391 213416 2662737 1650000 12238 1637762 1.00000 false false 1504580 1504580 984650 984650 37936 29137 8799 2498029 Financial derivatives and other financial products Closely-held equity interests Federal income taxes X 3719712 243784 243784 3475928 24832 24832 3500760 1315028 243784 243784 1071244 1071244 XI 4b DISCOUNTS ON LONG-TERM PLEDGES DISALLOWED FOR TAX EXCEPT FOR ACTUAL WRITE-OFF OF UNCOLLECTIBLE PLEDGES 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. true Scholarships 3 15000 Part I Line 2 SCHOLARSHIPS ARE AWARDED BASED ON NEED THROUGH AN APPLICATION PROCESS AND BOARD REVIEW. SCHOLARSHIPS ARE DEDUCTED FROM THEIR PROGRAM FEES. THESE FUNDS ARE RESTRICTED AND RELEASED MONTHLY AGAINST THE SAME PRO-RATA REDUCTION IN THEIR MONTHLY PROGRAM FEES. X 9 155523 Average value high and low false true false Form 990, Part III, Line 4a THE FIRST PLACE TRANSITION ACADEMY FOUR FOUR-BEDROOM SUITES FOR YOUNG ADULTS WITH AUTISM, MODELED AFTER THE CELEBRATED TAFT TRANSITION TO INDEPENDENT LIVING PROGRAM WHICH HAS SAVED THE STATE OF CALIFORNIA HUNDREDS OF MILLIONS OF DOLLARS. 3 THE FIRST PLACE LEADERSHIP INSTITUTE REPRESENTING A FACULTY OF LUMINARIES FROM ACROSS THE COUNTRY, FOCUSED ON PRESSING CONCERNS THAT OPEN DOORS TO MORE HOUSING AND INDEPENDENT LIVING OPTIONS FOR INDIVIDUALS WITH SPECIAL NEEDS. FIVE CENTERS WITHIN THE LEADERSHIP INSTITUTE FACILITATE THE CRITICAL WORK AND IMPACT OF FIRST PLACE AND INCLUDE CENTERS FOR TRAINING/EDUCATION, REAL ESTATE, RESEARCH, EXPRESSION, AND PUBLIC POLICY. Form 990, Part III, Line 4b PBS NEWSHOUR PRODUCED TWO NATIONALLY BROADCASTED SEGMENTS THAT SHOWCASE THE IMPORTANT WORK UNDERWAY IN PHOENIX, REPRESENTING TWO OF THEIR MOST POPULAR STORIES OF 2016 AND GENERATING INTEREST FROM AROUND THE WORLD. FPAZ CURRENTLY PRODUCES A 34-COURSE CURRICULUM FOR FIRST PLACE TRANSITION ACADEMY STUDENTS, FOCUSED ON LIFE-SKILLS DEVELOPMENT, CAREER READINESS, AND INTERPERSONAL SKILLS. COURSES NOW TAUGHT AT GATEWAY COMMUNITY COLLEGE IN PHOENIX WILL BE AVAILABLE THIS FALL TO OTHER SPECIAL LEARNERS AT GATEWAY. FPAZ IS DEVELOPING A 360 HEALTH WELLNESS CURRICULUM. THROUGH OUR COLLABORATION WITH AUTISM SPEAKS AND THE AUTISTIC GLOBAL INITIATIVE, ASU NOW OFFERS AN ONLINE CURRICULUM TO TRAIN DIRECT-SUPPORT SERVICE PROVIDERS THE LACK OF TRAINED PROVIDERS IS A MAJOR IMPEDIMENT TO CREATING MORE HOUSING AND COMMUNITY-LIFE OPTIONS. Form 990, Part III, Line 4c IN ADDITION, THE LEADERSHIP INSTITUTE MADE SIGNIFICANT PROGRESS IN THE DEVELOPMENT OF A CURRICULUM PACKAGE FOR THE TRANSITION PROGRAM WITH THE INTENT OF BEING ABLE TO LICENSE THIS CURRICULUM TO INTERESTED PARTIES LATER IN 2018. THERE IS SIGNIFICANT INTEREST IN PARTNERING TO EXPAND THIS IMPORTANT PROGRAM IN OTHER LOCATIONS ACROSS THE US AND POTENTIALLY INTERNATIONALLY WORKING WITH FSL AND OTHER AFFORDABLE HOUSING DEVELOPERS ON CREATING NEW PROPERTIES SIMILAR TO OUR BETA SITE, OPENING THE DOOR TO MORE HOUSING OPTIONS. 2 CENTER FOR RESEARCH UNDERWAY ON A NATIONAL INSTITUTES OF HEALTH GRANT IN COLLABORATION WITH SARRC, FOCUSED ON RESULTS FROM THE FIRST PLACE TRANSITION ACADEMY. ENGAGED IN MEETINGS AND ACTIVE DISCUSSIONS WITH ASU AND AJ DREXEL ABOUT RESEARCH AND DATA COLLECTION OPPORTUNITIES THAT POSITION FIRST PLACE AND ITS COLLABORATING PARTNERS VERY WELL FOR SOCIAL IMPACT BONDS AND OTHER GRANTS. 3 CENTER FOR EDUCATION, TRAINING EMPLOYMENT FIRST PLACE IS CURRENTLY PRODUCING A 32-COURSE CURRICULUM FOR FIRST PLACE TRANSITION ACADEMY STUDENTS, FOCUSED ON LIFE-SKILLS DEVELOPMENT, CAREER READINESS, AND INTERPERSONAL SKILLS. COURSES ARE NOW BEING TAUGHT AT GATEWAY COMMUNITY COLLEGE IN PHOENIX AND WILL BE AVAILABLE THIS FALL TO OTHER SPECIAL LEARNERS AT GATEWAY. FIRST PLACE IS ALSO DEVELOPING A 360 HEALTH WELLNESS CURRICULUM. THROUGH OUR COLLABORATION WITH AUTISM SPEAKS AND THE AUTISTIC GLOBAL INITIATIVE, ASU IS NOW OFFERING AN ONLINE CURRICULUM TO TRAIN DIRECT-SUPPORT SERVICE PROVIDERS THE LACK OF TRAINED PROVIDERS IS A MAJOR IMPEDIMENT TO CREATING MORE HOUSING AND COMMUNITY-LIFE OPTIONS. 4 CENTER FOR EXPRESSION A YOUNG LEADERS SUMMIT IS BEING ORGANIZED FOR FALL 2016, INVOLVING THE FACULTY AND STUDENTS OF ASUS WALTER CRONKITE SCHOOL OF JOURNALISM AND MASS COMMUNICATION WHO WILL HELP YOUNG LEADERS WITH AUTISM TELL THEIR STORIES AND ADVOCATE FOR THEMSELVES, AS WELL AS PROMOTE AWARENESS OF THE ISSUE THROUGH SOCIAL AND TRADITIONAL MEDIA. 5 CENTER FOR PUBLIC POLICY IN RESPONSE TO A REQUEST FROM CONGRESS, THE U.S. GOVERNMENT ACCOUNTABILITY OFFICE HOSTED TWO PANELS IN WASHINGTON, D.C. FOCUSED ON THE CHALLENGES OF TRANSITIONING ADOLESCENTS AND ADULTS WITH AUTISM. FOUR FIRST PLACE LEADERS SERVED ON THESE PANELS. TWO ALSO SERVED ON THE ARIZONA ASD AUTISM SPECTRUM DISORDER ADVISORY COMMITTEE, WHICH SUBMITTED ITS REPORT TO ARIZONA GOVERNOR DOUG DUCEY. 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 18 19 THE ORGANIZATION WILL PROVIDE IN A TIMELY MANNER, COPIES OF ALL TAX RETURNS, 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 3 9 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. 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 DISALLOWED FOR TAX EXCEPT FOR ACTUAL WRITE-OFF OF UNCOLLECTIBLE PLEDGES