2026-02-02T10:38:48-06:00 2025-06-30 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2024-07-01 680101133 THE PHOENIX FAMILY HOUSING CORPORATION PHOE 8165611033 3908 WASHINGTON STREET KANSAS CITY MO 64111 KIMBER MYERS GIVNER PRESIDENT & CEO 8165611033 2026-01-29 1 1 LISA BURKE P00220718 8169455500 2026-01-29 2024 2025-03-06 01:10:19Z PHOENIX FAMILY KIMBER MYERS GIVNER 3908 WASHINGTON STREET KANSAS CITY MO 64111 4450955 0 X WWW.PHOENIXFAMILY.ORG X 1985 CA EMPOWER PEOPLE LIVING IN LOW-INCOME HOUSING TO GAIN STABILITY AND ACHIEVE SELF-SUFFICIENCY. 15 15 59 344 0 0 1739768 1842018 2084497 2323966 32350 28275 4808 2500 3861423 4196759 53209 57189 0 0 2854785 3081722 0 0 239605 870028 971924 3778022 4110835 83401 85924 1740947 1761111 375531 309547 1365416 1451564 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 SO THAT THEY CAN EXIT POVERTY.(CONTINUED ON SCHEDULE O)WE MEET PEOPLE WHERE THEY ARE AND OFFER THE KIND OF HELP THAT FITS THEIR LIVES. EVERYTHING WE DO IS PRACTICAL AND PERSONAL AND IT ALL STARTS WITH CREATING STABILITY. 0 0 1821403 1243731 PHOENIX FAMILY PROVIDES SERVICE COORDINATOR PROGRAMS AT TWELVE (12) MULTI-FAMILY AND TWENTY-FIVE (25) SENIOR LIVING HOUSING COMMUNITIES. PHOENIX FAMILY SERVES AS THE SERVICE PROVIDER, COMMUNITY PARTNER, QUALITY ASSURANCE PROVIDER, AND FISCAL AND GRANT ADMINISTRATOR ON BEHALF OF THE COMMUNITIES. 537896 14107 394914 SENIOR EMPOWERMENT PROGRAM: THE SENIOR EMPOWERMENT PROGRAM HELPS OLDER ADULTS AND PEOPLE WITH DISABILITIES STAY INDEPENDENT AND STABLE AS THEY AGE. PHOENIX FAMILY BRINGS SUPPORT DIRECTLY INTO THEIR COMMUNITIES, OFFERING PRACTICAL, PERSONALIZED HELP THAT MEETS EACH PERSON WHERE THEY ARE. PROGRAM SERVICES INCLUDE BUT ARE NOT LIMITED TO HELPING ADVANCED 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. THE GOAL IS TO MAKE AGING AT HOME SAFER, MORE MANAGEABLE, AND ON THEIR OWN TERMS. THIS PROGRAM SERVES OVER 1,979 HOUSEHOLDS ANNUALLY. 536250 43082 390458 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 BUILD STABILITY AND TAKE REAL STEPS TOWARD EXISTING POVERTY. PHOENIX FAMILY HELPS IDENTIFY LASTING SOLUTIONS TO COMPLEX PROBLEMS. AFTER URGENT AND IMMEDIATE NEEDS ARE MET THROUGH SHORT-TERM ASSISTANCE, WE CONTINUE WITH HANDS-ON SUPPORT TO HELP FAMILIES SET GOALS, STRENGTHEN SKILLS, AND WORK TO ADDRESS THE ROOT CAUSES OF POVERTY. THIS PROGRAM SERVES OVER 1,458 HOUSEHOLDS ANNUALLY. 399548 294863 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. WE KNOW THAT KIDS WHO CAN READ ARE MORE LIKELY TO GRADUATE, AND GRADUATION IS ONE OF THE CLEAREST PATHS OUT OF POVERTY. HIKE HELPS STRUGGLING READERS BUILD THE SKILLS AND CONFIDENCE THEY NEED TO SUCCEED IN SCHOOL BY PROVIDING ONE-ON-ONE READING SUPPORT, FUN LITERACY-FOCUSED PROGRAMMING, AND FAMILY ENGAGEMENTS. HIKE CREATES PURPOSEFUL EXPERIENCES, POSITIVE RELATIONSHIPS, AND THE SUPPORT NEEDED FOR CHILDREN TO BECOME HEALTHY, RESPONSIBLE, AND CARING ADULTS. THIS PROGRAM SERVES OVER 1,000 CHILDREN ANNUALLY. 399548 294863 3295097 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 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 59 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 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 0.50 0.50 X 0 0 0 KAREN DANIEL DIRECTOR (THRU 6/26/2025) 0.50 0.50 X 0 0 0 CAMERON GARRISON DIRECTOR 0.50 0.50 X 0 0 0 GINA HARRIS DIRECTOR 0.50 0.50 X 0 0 0 RICHARD KAHLE DIRECTOR 0.50 0.50 X 0 0 0 LAMONICA MADDEN DIRECTOR 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 SARAH OSBORNE DIRECTOR 0.50 0.50 X 0 0 0 MADELINE ROMIOUS 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 KIMBER MYERS GIVNER PRESIDENT & CEO 40.00 10.00 X 197381 0 37329 REBECCA HUNKINS CONTROLLER (AS OF 6/10/2024) 40.00 5.00 X 54185 0 4311 LAUREL GROH DEVELOPMENT DIRECTOR 40.00 0.00 X 105629 0 14762 357195 0 56402 2 0 1 0 0 10000 530000 1302018 270078 1842018 SERVICE COORDINATOR FE 624200 1233682 1233682 ON-SITE SUPPORT SERVIC 624200 1080235 1080235 PARTNERSHIP MANAGEMENT 624200 10049 10049 2323966 26995 26995 255476 254196 1280 1280 1280 2500 2500 2500 4196759 2323966 0 30775 57189 57189 348357 120102 180596 47659 2196889 1914165 163491 119233 24093 21353 2740 330555 292438 25226 12891 181828 147141 23013 11674 200283 147363 49920 3000 28815 24297 2985 1533 74 20 54 90223 52888 33310 4025 87872 68000 13890 5982 48365 16994 30474 897 40123 26974 12934 215 26465 15533 8840 2092 175 175 5964 5964 TENANT & FAMILY SERVICE 401019 390660 10358 1 FUNDRAISING EXPENSES 27609 27609 BAD DEBT EXPENSE 14937 14937 4110835 3295097 576133 239605 332335 533061 426215 513561 35000 10000 522614 530276 6275 7033 161652 161652 0 0 390582 144892 27926 22288 1740947 1761111 235409 274729 112000 12366 28122 22452 375531 309547 X 1077103 1258900 288313 192664 1365416 1451564 1740947 1761111 85924 224 0 X X 1 X 1 X 1 0 X 1277518 1370815 1298834 1739768 1842018 7528953 1277518 1370815 1298834 1739768 1842018 7528953 2638954 4889999 1090 616 614 22727 26995 52042 8458 8458 7589453 10398189 0.64430 0.73550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 153934 153934 0 7718 7718 0 0 LEASE OBLIGATIONS 22452 22452 X 4289141 224 92158 92382 4196759 0 4196759 4202993 92158 92158 4110835 0 4110835 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, 2025 AND 2024. 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 STATEMENTS OF ACTIVITIES OR STATEMENTS OF FINANCIAL POSITION RELATED TO UNCERTAIN TAX POSITIONS. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE 2022. 1 EMERGENCY ASSISTANCE - DME/RX 13 5189 0 N/A N/A EMERGENCY ASSISTANCE - HOLIDAY & OTHER 83 22126 0 N/A N/A EMERGENCY ASSISTANCE - RENT 107 16981 0 N/A N/A EMERGENCY ASSISTANCE - TRANSPORTATION 6 3004 0 N/A N/A EMERGENCY ASSISTANCE - UTILITIES 142 9889 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 197381 0 0 0 0 0 6526 0 30803 0 234710 0 0 0 X 168570 FAIR MARKET VALUE X 12985 19283 FEDERAL RATE X MEALS 13590 82225 FEDERAL RATE 0 0 0 0 PART I, COLUMN (B): LINE 19, FOOD INVENTORY, REPORTS THE TOTAL POUNDS OF FOOD CONTRIBUTED. LINE 25, MEALS, REPORTS THE TOTAL NUMBER OF MEALS CONTRIBUTED. 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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