2015-05-08T18:34:47-05:00 2014-06-30 341884125 CBIZ MHM LLC 3101 N CENTRAL AVE STE 300 PHOENIX AZ 85012 990 2013-07-01 860762610 FRESH START WOMEN'S FOUNDATION FRES 6022617128 1130 EAST MCDOWELL ROAD PHOENIX AZ 85006 KATHERINE SCARDELLO TREASURER 6022617128 2015-05-07 1 AMY A O'LOUGHLIN P00869687 6022646835 2013 2016-02-25 16:41:14Z SUSAN BERMAN 1130 E MCDOWELL ROAD PHOENIX AZ 85006 4867749 0 X WWW.WEHELPWOMEN.COM X 1994 AZ THE FOUNDATION EMPOWERS WOMEN TO TRANSFORM THEIR LIVES THROUGH ENGAGEMENT AND EDUCATION. 40 40 46 811 0 0 3157033 2530650 30025 28771 73305 58489 0 0 3260363 2617910 103889 80542 0 0 1333759 1190645 0 0 358154 1236107 1222413 2673755 2493600 586608 124310 6248846 6575592 2234939 2242304 4013907 4333288 X FRESH START WOMEN'S FOUNDATION EMPOWERS WOMEN TO TRANSFORM THEIR LIVES THROUGH ENGAGEMENT AND EDUCATION. 0 0 389301 2729 SOCIAL WORK SERVICES: FRESH START'S MASTER'S LEVEL SOCIAL WORKERS AND RESOURCE SPECIALISTS PROVIDE INDIVIDUALIZED AND GROUP SUPPORTIVE SERVICES TO WOMEN FACING LIFE TRANSITIONS. THE SOCIAL WORK DEPARTMENT HELPS WOMEN IDENTIFY THEIR CURRENT NEEDS AND GOALS, PROVIDING ASSISTANCE WITH PROBLEM SOLVING, PRIORITIZATION, ACTION PLANNING AND EXTERNAL RESOURCE INFORMATION TO SUPPORT THEIR PERSONAL OR PROFESSIONAL GROWTH. IN FY2014, THE SOCIAL WORK TEAM CONDUCTED 2,270 ONE-ON-ONE IN-PERSON SESSIONS, AS WELL AS FACILITATED SUPPORT GROUPS FOR A TOTAL OF 3,218 PARTICIPANTS SEEKING INFORMATION AND SUPPORT IN THE AREAS OF DOMESTIC VIOLENCE, SELF-ESTEEM, IDENTITY, INTERPERSONAL RELATIONSHIPS, CODEPENDENCY, ADDICTION AND WOMEN'S ISSUES. IN ADDITION, TO SUPPORT THE CONTINUED INCREASE OF WOMEN NEEDING SOCIAL WORK SERVICES, 2 ASU MASTER'S LEVEL SOCIAL WORK INTERNS PROVIDED DIRECT CLIENT SERVICES FOR 2 CONSECUTIVE SEMESTERS. 206220 14753 FAMILY LAW SUPPORT: IN FY2014, 584 WOMEN ATTENDED A DIVORCE OR LEGAL DECISION-MAKING INFORMATION SESSION AND 335 WOMEN ATTENDED CLASSES FACILITATED BY LICENSED ATTORNEYS INCLUDING ARIZONA LAWS: HOW THEY WORK AND PREPARING AND PRESENTING YOUR CASE. OUR FAMILY LAW SUPPORT STAFF HAD 541 IN-PERSON VISITS ASSISTING WOMEN WITH LEGAL INFORMATION, DOCUMENT REVIEW AND/OR DOCUMENT PREPARATION WITH THEIR DIVORCE OR FAMILY LAW MATTER INVOLVING CHILDREN SUCH AS LEGAL DECISION-MAKING, PARENTING TIME AND CHILD SUPPORT. OVER 130 WOMEN ATTENDED OUR LAW DAY FOR WOMEN EVENTS IN OCTOBER AND MAY PROVIDING OVER 1,500 FAMILY LAW SUPPORT SERVICES TO WOMEN IN FY2014. 455926 2482 1421 CAREER SERVICES: IN FY2014, 386 WOMEN WERE PROVIDED WITH ONE-ON-ONE CAREER COACHING OFFERING GUIDANCE IN THE AREAS OF JOB SEARCHING, INTERVIEWING, RESUME WRITING, WORKPLACE COMMUNICATION, ETC. IN ADDITION, CAREER SERVICES PROVIDED A JOB OPENING BOOK (UPDATED WEEKLY), CAREER ASSESSMENTS, INTERNET-ACCESSIBLE COMPUTERS IN OUR E-LEARNING CENTER FOR JOB SEARCHING, PRINTING AND FAXING, AND ACCESS TO JOB SKILLS TESTING AND SOFTWARE TUTORIALS. CAREER SERVICES ALSO OFFERED OUR NEW PROGRAM JUMP START A 40 HOUR CAREER READINESS PROGRAM, WHICH DEBUTED IN JANUARY OF FY2014 AND SERVED 66 WOMEN. OUR ON-THE-JOB TRAINING PROGRAM HAD 36 WOMEN ENROLLED IN FY 2014 AND 85% OF THE WOMEN WHO COMPLETED THE PROGRAM FOUND EMPLOYMENT OR ENROLLED IN SCHOOL WITHIN THREE MONTHS OF GRADUATION. FRESH START ALSO DEBUTED OUR WOMEN'S LEADERSHIP SERIES IN FY2014 WHICH HELPS TO PROVIDE ADDITIONAL SKILLS TO WOMEN IN MIDLEVEL LEADERSHIP JOBS; IN FY2014 WE HAD 489 WOMEN ATTEND THE SERIES. IN ADDITION, CAREER SERVICES SCHOLARSHIPS PROVIDED FINANCIAL AID TO HELP WOMEN WITH BASIC EXPENSES RELATED TO THEIR JOB SEARCH SUCH AS CPR CERTIFICATIONS, FINGERPRINT CLEARANCE CARDS, FOOD HANDLER'S CARDS, ETC. 976063 78060 9868 EDUCATION SERVICES: EDUCATION SERVICES PROVIDED 1,241 ONLINE AND IN-PERSON WORKSHOPS TO 8,052 WOMEN OVER THE LAST YEAR IN SEVERAL AREAS INCLUDING FINANCIAL AND COMPUTER LITERACY, FAMILY LAW, PARENTING, ADULT EDUCATION, AND HEALTHY WOMAN AND HEALING ARTS. WE SERVED 298 WOMEN THROUGH THE NEWLY LAUNCHED "FRESHPECTIVE" (FRESH PERSPECTIVE) SERIES, A MONTHLY EVENT FOCUSED UPON CIVIC EDUCATION AND AWARENESS REGARDING CRUCIAL TOPICS AFFECTING WOMEN INCLUDING: WOMEN & HIV, LGBTQ CULTURAL COMPETENCY, SUBSTANCE ABUSE & RECOVERY, DOMESTIC VIOLENCE AWARENESS, AND HUMAN TRAFFICKING. ADDITIONALLY, OUR ANNUAL SUMMER EVENT, STARTING FRESH: BACK TO SCHOOL, SERVED 119 WOMEN, PROVIDING THEM EXPOSURE TO AN EDUCATIONAL RESOURCE FAIR FROM 20 POSTSECONDARY SCHOOLS AS WELL AS IMPORTANT INFORMATION ON HOW TO FINANCE A COLLEGE EDUCATION, STUDY SKILLS, AND A PANEL DISCUSSION FROM TOP EDUCATORS IN THE COMMUNITY.CHILD WATCH: IN FY14, CHILD WATCH BECAME A BOON FOR EXPANSION AND GROWTH. WE INCORPORATED A NEW, FULL-TIME STAFF POSITION DEDICATED TO DEVELOPING FAMILY-FOCUSED PROGRAMING AND CLASSES TO ENRICH THE CHILD'S LEARNING WHILE SPENDING TIME WITH FRESH START. NEW OFFERINGS INCLUDE: SAFETY AWARENESS, DENTAL HEALTH, YOGA FOR YOGINIS, MOMMY AND ME REIKI, IRON MINI-CHEFS, BALLET, AND GABRIEL'S ANGELS. THIS DEPARTMENT IS BUILDING UP MOMENTUM AND HAS SEEN AN INCREASE OF 500 ADDITIONAL CHILDREN COMPARED WITH OUR FIGURES AT THIS TIME LAST FISCAL YEAR.LIBRARY SERVICES - A MORE THAN 6,000 SELF-HELP AND CD COLLECTION.MENTORING SERVICES - THE MENTORING PROGRAM IS GOAL BASED AND FOCUSES ON ONE OF FOUR TRACKS: EDUCATION, CAREER ADVANCEMENT, ECONOMIC SELF SUFFICIENCY OR MICRO-ENTREPRENEURSHIP. THE PROGRAM IS DESIGNED TO UNITE WOMEN IN TRANSITION WITH FEMALE VOLUNTEER MENTORS WHO CAN PROVIDE ACCOUNTABILITY AND FOLLOW THROUGH TO GOAL COMPLETION.SELF ESTEEM SERVICES - PROFESSIONAL WARDROBING AND PERSONAL CARE SERVICES AND EDUCATION SERVICES CENTERED AROUND SELF CARE. 976063 78060 9868 2027510 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 10 0 1 46 1 0 0 0 0 0 0 0 0 0 0 X 40 40 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 AZ X LINDA COHEN 6022617128 1130 E MCDOWELL ROAD PHOENIX AZ 85006 BARBARA HOFFNAGLE PAST CHAIR 2.00 X X 0 0 0 MARY MARTUSCELLI CHAIR 5.00 X X 0 0 0 THERESA VELLA SECRETARY 2.00 X X 0 0 0 CHRISTINE SCHAEFER-KLINE DIRECTOR 1.00 X 0 0 0 BARBARA ANDERSON DIRECTOR 1.00 X 0 0 0 TRACY BAME DIRECTOR 1.00 X 0 0 0 BETSY BAYLESS DIRECTOR 1.00 X 0 0 0 JOAN BRUBACHER VICE CHAIR 2.00 X X 0 0 0 LORRAINE FIELD DIRECTOR 2.00 X 0 0 0 MARY GILLMORE DIRECTOR 1.00 X 0 0 0 JOELLE HADLEY DIRECTOR 1.00 X 0 0 0 FRANCES J HAYNES DIRECTOR 1.00 X 0 0 0 JUDY JOSEPH DIRECTOR 1.00 X 0 0 0 KARLENE KEOGH PARKS DIRECTOR 1.00 X 0 0 0 LEEZIE KIM DIRECTOR 1.00 X 0 0 0 JANET KIZZIAR DIRECTOR 1.00 X 0 0 0 ELEANORE KLEIN DIRECTOR 1.00 X 0 0 0 MARLENE KLOTZ-COLLINS DIRECTOR 1.00 X 0 0 0 LEAH LEWIS-STONE DIRECTOR 1.00 X 0 0 0 JUDE MILLER BURKE DIRECTOR 2.00 X 0 0 0 LESLIE MOTTER DIRECTOR 1.00 X 0 0 0 ANNETTE MUSA DIRECTOR 1.00 X 0 0 0 JODI NOBLE DIRECTOR 1.00 X 0 0 0 PAMELA OVERTON DIRECTOR 1.00 X 0 0 0 PATRICIA PETZNICK DIRECTOR 1.00 X 0 0 0 BEVERLY STEWART DIRECTOR 1.00 X 0 0 0 JACKI TATMAN DIRECTOR 1.00 X 0 0 0 LYNN AGNELLO DIRECTOR 1.00 X 0 0 0 KATHERINE SCARDELLO TREASURER/FINANCE CHAIR 2.00 X X 0 0 0 DEBORAH BATEMAN DIRECTOR 2.00 X 0 0 0 KRISTIN BLOOMQUIST DIRECTOR 1.00 X 0 0 0 RENEE CASTILLO DIRECTOR 1.00 X 0 0 0 KIM KIYOSAKI DIRECTOR 1.00 X 0 0 0 NANCY LOFTIN DIRECTOR 1.00 X 0 0 0 SALLY ODEGARD DIRECTOR 1.00 X 0 0 0 TERRY ROMAN DIRECTOR 1.00 X 0 0 0 SUSAN SEGAL DIRECTOR 1.00 X 0 0 0 ANN SINER DIRECTOR 1.00 X 0 0 0 BARBARA TRIPP DIRECTOR 1.00 X 0 0 0 PATTY WHITE DIRECTOR 1.00 X 0 0 0 MEGAN GRABEL DIRECTOR 1.00 X 0 0 0 FRAN MALLACE DIRECTOR 1.00 X 0 0 0 DR KATHY PLAYER DIRECTOR 1.00 X 0 0 0 MARY UPCHURCH DIRECTOR 1.00 X 0 0 0 LINDA COHEN CHIEF FINANCIAL OFFICER 40.00 X 85212 0 12422 SUSAN BERMAN PRESIDENT/CEO 40.00 X 116659 0 15205 201871 0 27627 1 0 0 0 0 34141 1302839 1193670 754045 2530650 FAMILY LAW SUPPORT 541100 14753 14753 LIBRARY SERVICES 519100 5075 5075 EDUCATIONAL WORKSHOPS 611710 2805 2805 SOCIAL WORK SERVICES 541100 2729 2729 SELF ESTEEM SERVICES 624100 1988 1988 1421 1421 28771 64142 64142 1812285 1817938 -5653 -5653 -5653 174939 1302839 174939 0 256962 256962 0 2617910 28771 0 58489 80542 80542 201870 154431 35327 12112 784063 728467 14629 40967 18462 16023 1373 1066 99580 91949 3705 3926 86670 78211 4073 4386 15837 14232 781 824 20151 16926 605 2620 9862 9862 91770 51353 3258 37159 7337 6237 220 880 60593 59977 223 393 228477 224963 1093 2421 111701 106674 1564 3463 231994 221554 3248 7192 15557 14571 223 763 EVENT EXPENSES 259591 0 25959 233632 SUPPLIES 70984 69880 147 957 EQUIPMENT RENTALS 43126 41398 544 1184 MERCHANT & BANK FEES 19371 18962 49 360 36062 31160 1053 3849 2493600 2027510 107936 358154 370238 422612 106047 70003 1071040 2300 23205 19312 5453376 2431333 3219831 3022043 1428811 1586792 0 1425724 29674 26806 6248846 6575592 146281 143430 0 41204 2080820 2056045 7838 1625 2234939 2242304 X 2302288 3794673 1461619 288615 250000 250000 4013907 4333288 6248846 6575592 124310 195071 0 X 0 1 X 1 0 X 1910086 2412022 2356339 3157033 2530650 12366130 1910086 2412022 2356339 3157033 2530650 12366130 2578728 9787402 35403 42987 48726 54608 64142 245866 12611996 1321630 0.77600 0.75270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2311619 164234 -1071240 265998 1138615 1646311 1367046 -309054 228751 163933 2311619 1209472 676575 -97549 16218 125969 1646311 1494986 243249 -333760 19343 175660 1209472 1984726 301895 -119660 20571 651404 1494986 0.53000 0.22000 0.25000 0 0 4358886 1561678 2797208 203841 68910 134931 872798 800745 72053 17851 17851 3022043 ACF LONG TERM INVESTMENT POOL 1425724 F 1425724 DEFERRED RENT 1625 1625 X 2825028 195071 21909 216980 2608048 9862 9862 2617910 2505647 21909 21909 2483738 9862 9862 2493600 PART V, LINE 4: THE INTENDED USE OF ENDOWMENT FUNDS IS FOR OPERATIONS, PROGRAMS AND SCHOLARSHIPS. THE PERMANENT ENDOWMENT FUNDS CANNOT BE USED FOR THE PURPOSES MENTIONED UNLESS GRANTOR AUTHORIZES SUCH USE. PART X, LINE 2: THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. AS OF JUNE 30, 2014, THE FOUNDATION DID NOT HAVE ANY UNCERTAIN TAX POSITIONS. FASHION GALA 1196176 1093002 103174 103174 GOLF TOURNAMENT 281602 209837 71765 24764 16197 29262 526 1016 1477778 1302839 174939 24764 16197 132436 526 1016 174939 0 1 TUITION AWARDS 37 66346 REIMBURSEMENTS FOR BOOKS, SUPPLIES, AND CERTIFICATIONS 25 2482 GED TESTING 22 11680 GRADUATION EVENT 50 34 COST CAKE PART I, LINE 2: PROOF OF COMPLETION OF CLASSES, ANNUAL NEEDS ASSESSMENT AND GRADE HISTORY ARE REQUIRED OF EACH GRANTEE PRIOR TO AWARDING TUITION FOR A SCHOOL YEAR. ALL TUITION PAYMENTS ARE SENT DIRECTLY TO THE EDUCATIONAL INSTITUTION WITH EXPLICIT INSTRUCTIONS THAT ANY WITHDRAWAL FEES ARE TO BE RETURNED DIRECTLY TO THE ORGANIZATION. X 258633 COMPARABLE SALES X 1 492110 FMV X GIFT CARDS 11 1480 FMV X TICKETS 100 1100 FMV X MATERIALS 1 497 FMV X CAMERA SYSTEM 1 225 FMV 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 PATRICIA PETZNICK AND BEVERLY STEWART HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. BEFORE FILING, THE RETURN IS REVIEWED BY THE CHIEF FINANCIAL OFFICER, PRESIDENT/CEO AND BOARD TREASURER. THE RETURN IS AVAILABLE TO ANY BOARD MEMBER FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C AT THE END OF EACH FISCAL YEAR, EACH DIRECTOR, PRINCIPAL, OFFICER, AND MEMBER OF A COMMITTEE IS REQUIRED TO SUBMIT A SIGNED CONFLICT OF INTEREST STATEMENT OR LACK THEREOF. THE ADMINISTRATIVE ASSISTANT TO THE CEO/PRESIDENT TRACKS THE RECEIPT OF STATEMENTS AND FOLLOWS UP UNTIL ALL STATEMENTS HAVE BEEN RECEIVED. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, A DISQUALIFIED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST TO THE DIRECTORS AND MEMBERS OF COMMITTEES CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST, THE DISQUALIFIED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF DISCLOSURE OCCURS PRIOR TO CONSIDERATION THE DISQUALIFIED PERSON SHOULD ABSTAIN FROM ALL DISCUSSIONS AND CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. THEY CONSIDER THE INDIVIDUAL'S PERFORMANCE BASED ON ESTABLISHED GOALS, AGENCY PERFORMANCE, GENERAL MARKET CONDITIONS, MARKET DATA AND SURVEYS, AND COMPENSATION PAID FOR SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS TO DETERMINE ANY NECESSARY ADJUSTMENTS IN COMPENSATIONS. DECISIONS ARE DOCUMENTED BY THE BOARD. THE LAST REVIEW FOR THE CEO'S COMPENSATION WAS MARCH 15, 2014. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION, BY-LAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST TO THE PRESIDENT/CEO OF THE ORGANIZATION.