FRESH START WOMENS FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FRESH START WOMENS FOUNDATION (EIN 86-0762610)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-20
- IRS object ID
- 202610519349300806
- Schema version
- 2024v5.5
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-20T07:58:19-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341884125 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4722 N 24TH ST STE 300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860762610 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRESH START WOMEN'S FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRES | BusinessNameControlTxt |
| Phone | 6022617128 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 EAST MCDOWELL ROAD | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LATA QUINN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6022617128 | PhoneNum |
| Signature | 2026-02-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN M BASS | PreparerPersonNm |
| PTIN | P01247587 | PTIN |
| Phone | 6022646835 | PhoneNum |
| Preparation | 2026-02-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIMBERLY MCWATERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 E MCDOWELL ROAD | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,787,652 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FRESHSTARTWOMEN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | FRESH START WOMEN'S FOUNDATION PROVIDES EDUCATION, RESOURCES AND SUPPORT FOR WOMEN TO POSITIVELY... FRESH START WOMEN'S FOUNDATION PROVIDES EDUCATION, RESOURCES AND SUPPORT FOR WOMEN TO POSITIVELY TRANSFORM THEIR LIVES AND STRENGTHEN OUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 66 | TotalEmployeeCnt |
| Total Volunteers | 340 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,381,822 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,416,540 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,125 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,985 | CYProgramServiceRevenueAmt |
| PY Investment Income | $933,515 | PYInvestmentIncomeAmt |
| CY Investment Income | -$570,858 | CYInvestmentIncomeAmt |
| PY Other Revenue | $88,909 | PYOtherRevenueAmt |
| CY Other Revenue | $71,576 | CYOtherRevenueAmt |
| PY Total Revenue | $8,422,371 | PYTotalRevenueAmt |
| CY Total Revenue | $5,927,243 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $36,165 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $51,445 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,575,714 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,890,035 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $26,500 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,277,416 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,821,521 | PYOtherExpensesAmt |
| CY Other Expenses | $2,962,390 | CYOtherExpensesAmt |
| PY Total Expenses | $7,433,400 | PYTotalExpensesAmt |
| CY Total Expenses | $7,930,370 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $988,971 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,003,127 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,274,531 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,487,177 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,746,094 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,994,485 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,528,437 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,492,692 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF FRESH START WOMEN'S FOUNDATION IS TO PROVIDE ACCESS AND RESOURCES THAT HELP WOMEN ACHIEVE SELF-SUFFICIENCY AND USE THEIR STRENGTH TO THRIVE. WE DO THIS WORK IN PURSUIT OF OUR VISION TO CREATE UNLIMITED OPPORTUNITIES FOR WOMEN AND TO... [CONTINUED ON SCH O]THE MISSION OF FRESH START DISRUPT CYCLES OF INTERGENERATIONAL POVERTY. THE WOMEN WE SERVE ARE UNEMPLOYED OR UNDER-EMPLOYED WORKING IN LOW-WAGE JOBS WITHOUT FINANCIAL STABILITY, MOST ARE MOTHERS ESCAPING DOMESTIC ABUSE AND TRAUMA. MANY ARE SINGLE MOMS WHO STRUGGLE TO PROVIDE FOR THEIR CHILDREN AND TO COVER BASIC NEEDS LIKE FOOD AND HOUSING. FRESH START'S IMPACT PROGRAM HELPS WOMEN DEVELOP A PERSONALIZED PATH OUT OF POVERTY AND ACROSS THE BRIDGE TO SELF-SUFFICIENCY. THE SCIENCE-BASED AND EVIDENCE INFORMED MODEL PROVIDES HOLISTIC WRAP-AROUND SERVICES ACROSS FIVE KEY PILLARS OF A WOMAN'S LIFE AND EMPOWERS HER TO ACHIEVE GOALS AND BEHAVIORAL CHANGES NECESSARY TO REACH AND SUSTAIN ECONOMIC MOBILITY AND INDEPENDENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,861,016 | ExpenseAmt |
| Grant | $51,445 | GrantAmt |
| Revenue | $9,985 | RevenueAmt |
| Desc | CAREER & EDUCATION SERVICES: FRESH START CAREER SERVICES SUPPORT WOMEN IN THEIR JOURNEYS TO NEW AND BETTER TRAINING AND EMPLOYMENT. IN FY25, FRESH START PROVIDED 1,449 ONE-ON-ONE CAREER COACHING SESSIONS AND A WIDE RANGE OF CAREER READINESS WORKSHOPS SPANNING INTERVIEWING, JOB SEARCH STRATEGY, RESUME WRITING, SALARY NEGOTIATION, AND PROFESSIONAL COMMUNICATION SKILL. FRESH START STRENGTHENED ITS BEST-PRACTICE WORKFORCE MODEL THIS YEAR THROUGH A SUITE OF HIGH-IMPACT STRATEGIES THAT SUPPORTED WOMEN FROM TRAINING THROUGH LONG-TERM CAREER SUCCESS. THESE INCLUDED HOSTING FOUR HIGHLY SUCCESSFUL CAREER FAIRS THAT CONNECTED WOMEN DIRECTLY WITH HIRING EMPLOYERS, EXPANDING ACCESS TO WORKFORCE TRAINING PROGRAMS ALIGNED WITH IN-DEMAND INDUSTRIES, OFFERING PERSONALIZED RESUME ASSISTANCE AND INTERVIEW PREPARATION, PROVIDING LINKEDIN SUPPORT TO ENHANCE DIGITAL PROFESSIONAL BRANDING, AND DELIVERING HOLISTIC POST-PLACEMENT COACHING TO HELP WOMEN RETAIN EMPLOYMENT AND CONTINUE ADVANCING. TOGETHER, THESE EFFORTS CREATED DIRECT PATHWAYS TO OPPORTUNITY AND ECONOMIC MOBILITY. AS A RESULT, OVER 200 WOMEN SECURED EMPLOYMENT THIS FISCAL YEAR, TAKING SIGNIFICANT STRIDES TOWARD FINANCIAL INDEPENDENCE. FRESH START OFFERS A BREADTH OF WRAP AROUND EDUCATION OFFERINGS SPANNING THE TOPICS OF FINANCIAL AND DIGITAL WORKPLACE LITERACY, PARENTING, HEALTHY LIVING, INTERPERSONAL SKILLS AND GROWTH, GOAL SETTING, RESILIENCY, AND A WIDE VARIETY OF OTHER PERSONAL AND PROFESSIONAL EDUCATION TOPICS. CLASSES, WORKSHOPS, AND WEBINARS ARE FACILITATED BY HIGHLY-TRAINED STAFF AND INSTRUCTORS, ALONG WITH COMMUNITY PROFESSIONALS AND EXPERTS. THERE WERE 11,897 WORKSHOP ATTENDEES THIS YEAR, WHO REPORTED A 94% OVERALL SATISFACTION RATE.FRESH START OFFERS UNIQUE SCHOLARSHIP OPPORTUNITIES AND ACCESS TO HIGH QUALITY TRAINING PROGRAMS FOR OUR CLIENTS WHO ARE EAGER TO PURSUE THE NEXT LEVEL OF THEIR EDUCATION AND CAREER GOALS. IN THE PAST YEAR, 350 WOMEN ENROLLED IN A CAREER TRAINING PROGRAM. FRESH START AWARDED A TOTAL OF $257,813 IN CAREER AND WORKFORCE DEVELOPMENT SCHOLARSHIPS, SUPPORTING WOMEN IN GAINING THE SKILLS NECESSARY TO EXCEL IN A NEW CAREER PATHWAY. FRESH START COLLABORATES WITH NUMEROUS EMPLOYERS IN THE VALLEY, INCLUDING TSMC, INTEL, CVS, JPMORGAN CHASE AND BANK OF AMERICA TO PROVIDE WOMEN ACCESS TO CAREER OPPORTUNITIES IN TODAY'S TOP INDUSTRIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,040,198 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SOCIAL WORK SERVICES: SOCIAL WORKERS SUPPORTED WOMEN WITH AN ARRAY OF EXPERIENCES AND STRUGGLES, INCLUDING THEIR BARRIERS TOWARDS SELF-SUFFICIENCY WITH FAMILY STABILITY AND OVERALL WELLBEING. SOCIAL WORKERS SUPPORT WOMEN THROUGH WORKSHOPS, GROUPS AND ONE-ON-ONE SUPPORT BUILDING EMPOWERMENT SKILLS OF ASSERTIVE COMMUNICATION, BOUNDARIES, CONFIDENCE, HEALTHY COMMUNITY, GOAL SETTING, SELF-CARE.FRESH START'S TEAM OF SKILLED SOCIAL WORKERS ALSO PROVIDE SUPPORT THROUGH THREE DISTINCT INITIATIVES: CHRONIC HEALTH, JUSTICE INVOLVED AND SURVIVOR SUPPORT TO PROMOTE ADDITIONAL SUPPORT TO SPECIFIC COMMUNITIES. THROUGH ONE-ON-ONE COACHING SESSIONS, WOMEN CAN GAIN CLARITY AND MAINTAIN THEIR GOALS. 2,072 ONE-ON-ONE SESSIONS RESULTED IN 85% GOAL ATTAINMENT WITH PERSONALIZED GOALS SET BY WOMEN IN THE PROGRAM.SOCIAL WORKERS PROMOTE ALL RESOURCES THAT COULD SUPPORT A WOMAN'S WELLBEING, RESULTING IN 307 RESOURCE COACHING SESSIONS CONDUCTED TO GET WOMEN CONNECTED WITH COMMUNITY RESOURCES. SPECIFICALLY, THE TEAM SHARED 348 MENTAL HEALTH REFERRALS TO PROMOTE CONNECTION TO CLINICAL MENTAL HEALTH SUPPORT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $684,457 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FAMILY STABILITY PROGRAMS: FAMILY LAW SUPPORT SERVICES PROVIDES ESSENTIAL LEGAL GUIDANCE AND SUPPORT THAT EMPOWERS WOMEN TO NAVIGATE ARIZONA'S COMPLEX FAMILY COURT SYSTEM WITH CONFIDENCE AND DIGNITY. THE PROGRAM OFFERS COMPASSIONATE, INFORMED ASSISTANCE TO WOMEN INVOLVED IN DIVORCE, LEGAL SEPARATION, CHILD DECISION-MAKING (CUSTODY), PARENTING TIME, CHILD SUPPORT, AND OTHER FAMILY COURT MATTERS.DURING THE REPORTING PERIOD, FAMILY LAW SUPPORT STAFF CONDUCTED 2,756 ONE-ON-ONE SESSIONS, DELIVERING INDIVIDUALIZED LEGAL INFORMATION, DOCUMENT REVIEW, AND DOCUMENT PREPARATION SERVICES. STAFF ALSO EDUCATE PARTICIPANTS ON KEY LEGAL TERMINOLOGY AND FAMILY COURT PROCEDURES, ENABLING WOMEN TO MAKE INFORMED DECISIONS ABOUT THEIR CASES AND BETTER UNDERSTAND THEIR RIGHTS.THROUGH EDUCATION, GUIDANCE, AND ACCESSIBLE DOCUMENT PREPARATION ASSISTANCE, THE PROGRAM EQUIPS EACH PARTICIPANT WITH THE KNOWLEDGE, CONFIDENCE, AND TOOLS NECESSARY TO ADVOCATE EFFECTIVELY FOR HERSELF AND HER FAMILY. FAMILY LAW SUPPORT SERVICES PLAYS A VITAL ROLE IN HELPING WOMEN OVERCOME LEGAL BARRIERS AND ACHIEVE LASTING STABILITY AND SELF-SUFFICIENCY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | DescDesc |
|---|---|
| $360,749 | WELL-BEING SERVICES: FRESH START OFFERS A BREADTH OF OFFERINGS THAT IMPACT THE HEALTH & WELL-BEING OF CLIENTS. THE SERVICES INCLUDE MENTORING, PERSONAL EMPOWERMENT WORKSHOPS, SUPPORT GROUPS, HEALTH COACHING AND HEALTH WORKSHOPS. THESE CLASSES, WORKSHOPS, AND WEBINARS ARE FACILITATED BY HIGHLY TRAINED STAFF AND INSTRUCTORS, ALONG WITH COMMUNITY PROFESSIONALS AND EXPERTS. THERE WERE OVER 3,224 WOMEN WHO ACCESSED HEALTH & WELL-BEING SERVICES. |
| $149,057 | FINANCIAL MANAGEMENT PROGRAMS: ECONOMIC STABILITY IS THE GATEWAY TO A BETTER LIFE, SELF-SUFFICIENCY, AND GREATER FREEDOMS. WITH MONEY MANAGEMENT SKILLS AND FUTURE PLANNING, WOMEN CAN BE IN CONTROL OF THEIR FINANCES RATHER THAN HAVING THEIR FINANCES CONTROL THEM. FRESH START OFFERS FINANCIAL LITERACY WORKSHOPS AND ONE-ON-ONE FINANCIAL EMPOWERMENT COACHING. THESE WORKSHOPS AND SESSIONS INCLUDE TOPICS FOR SUSTAINED FINANCIAL SUCCESS SUCH AS BUDGETING, CREDIT AND DEBT MANAGEMENT, SAVINGS, AND HEALTHY MONEY HABITS, RENT & LEASE ASSESSMENT, CREDIT SCORES, AND HOME OWNERSHIP. FRESH START EXPANDED FINANCIAL EMPOWERMENT OFFERINGS THROUGH "BOOST YOUR CREDIT SCORE" WORKSHOPS, WHICH EMPOWER WOMEN TO UNDERSTAND THEIR CREDIT HISTORY AND OFFER TANGIBLE STRATEGIES TO INCREASE THEIR SCORES. WOMEN WHO COMPLETED BOOST EXPERIENCED AN AVERAGE CREDIT SCORE INCREASE OF 54 POINTS, FAR EXCEEDING NATIONAL BENCHMARKS.FRESH START ALSO LAUNCHED "BUDGET YOUR PAYCHECK," WHICH SUPPORTS WOMEN POST-EMPLOYMENT AS THEY TRANSITION INTO NEW INCOME LEVELS. THESE SESSIONS HELP WOMEN CREATE SUSTAINABLE BUDGETS, PROACTIVELY MANAGE EXPENSES, AND LEARN THE IMPORTANCE OF BUILDING RETIREMENT SAVINGS EARLY IN THEIR CAREERS TO SUPPORT LONG-TERM SELF-SUFFICIENCY.OF WOMEN SERVED IN FY25, 84% HAD LOW TO MODERATE INCOME AND 67% REPORTED LESS THAN $25K ANNUAL HOUSEHOLD INCOME REINFORCING THE CRITICAL NEED FOR OUR ONGOING FINANCIAL EMPOWERMENT PROGRAMS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $509,806 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $6,095,477 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 64 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 66 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LATA QUINN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6027513062 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 E MCDOWELL ROAD | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KIM FOWEE-PERERA | ||||||||
| CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JESSICA PENNINGTON | ||||||||
| TREASURER | 0.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DONNA EASTERLY | ||||||||
| SECRETARY | 0.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GENA BONSALL | ||||||||
| DIRECTOR AT LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RHONDA R BUSEMAN | ||||||||
| DIRECTOR AT LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REKHA REDDY-SAREEN | ||||||||
| DIRECTOR AT LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KARLENE KEOGH PARKS | ||||||||
| CHARTER MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET KIZZIAR PHD | ||||||||
| CHARTER MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARLENE KLOTZ-COLLINS | ||||||||
| CHARTER MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLISON DAVIS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA DRIGGS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSICA ESTRADA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LORRAINE FIELD | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSICA GALE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELISE GOULD | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHIRLEY GUNTHER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCES HAYNES | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY HU | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA KATSENES PAPPAS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEFANIE LAYTON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA LIETZ PHD | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY LOFTIN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGIA MUSGRAVE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY PAHISSA UPCHURCH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BELLE PETZNICK | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MELINDA PETZNICK | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAT PETZNICK-WICK | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BEATRIZ ELISABETH RENDON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATIE SCARDELLO | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RENIE SCIBONA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA STEVENS ANDERSON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TINA TOMBS - FISCHER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ADRIANNE WRIGHT TAYLOR | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN ZIEGLER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY MCWATERS | ||||||||
| PRESIDENT/CEO | 40.00 | 0.00 | Yes (X) | $194,352 | $0 | $33,278 | ||
| LATA QUINN | ||||||||
| CFO | 32.00 | 0.00 | Yes (X) | $140,608 | $0 | $21,443 | ||
| HEIDI COUPLAND | ||||||||
| CHIEF OF STAFF | 40.00 | 0.00 | $154,638 | $0 | $6,711 | Yes (X) | ||
| ABDERRAHIM DAHR | ||||||||
| VP OF STRATEGIC PARTNERSHIPS | 40.00 | 0.00 | $135,860 | $0 | $38,667 | Yes (X) | ||
| PATTI O'BRIEN | ||||||||
| CHIEF OF MARKETING/CLIENT EXPERIENCE | 40.00 | 0.00 | $187,259 | $0 | $37,950 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $812,717 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $138,049 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JCK COMM CO LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17677 N 77TH WAY | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING | ServicesDesc |
| Compensation | $120,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $105,776 | FederatedCampaignsAmt |
| Fundraising | $3,265,684 | FundraisingAmt |
| Government Grants | $321,580 | GovernmentGrantsAmt |
| All Other Contributions | $2,723,500 | AllOtherContributionsAmt |
| Noncash Contributions | $157,651 | NoncashContributionsAmt |
| Total Contributions | $6,416,540 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PROGRAM SERVICES | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $9,985 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,985 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,985 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,181 | TotalRevenueColumnAmt |
| Exclusion | $65,181 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $909,485 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,543,542 | SecuritiesAmt |
| Other | $1,982 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$634,057 | SecuritiesAmt |
| Other | -$1,982 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$636,039 | TotalRevenueColumnAmt |
| Exclusion | -$636,039 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $314,885 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,265,684 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $314,885 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $71,576 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,576 | TotalRevenueColumnAmt |
| Exclusion | $71,576 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,927,243 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,985 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$499,282 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,445 | TotalAmt |
| Program Services | $51,445 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,681 | TotalAmt |
| Program Services | $313,879 | ProgramServicesAmt |
| Management And General | $33,768 | ManagementAndGeneralAmt |
| Fundraising | $42,034 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,917,680 | TotalAmt |
| Program Services | $3,155,596 | ProgramServicesAmt |
| Management And General | $339,489 | ManagementAndGeneralAmt |
| Fundraising | $422,595 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,069 | TotalAmt |
| Program Services | $57,244 | ProgramServicesAmt |
| Management And General | $6,159 | ManagementAndGeneralAmt |
| Fundraising | $7,666 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,418 | TotalAmt |
| Program Services | $134,851 | ProgramServicesAmt |
| Management And General | $14,508 | ManagementAndGeneralAmt |
| Fundraising | $18,059 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,187 | TotalAmt |
| Program Services | $277,234 | ProgramServicesAmt |
| Management And General | $29,826 | ManagementAndGeneralAmt |
| Fundraising | $37,127 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,646 | TotalAmt |
| Program Services | $29,859 | ProgramServicesAmt |
| Management And General | $7,072 | ManagementAndGeneralAmt |
| Fundraising | $4,715 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,999 | TotalAmt |
| Program Services | $25,811 | ProgramServicesAmt |
| Management And General | $6,113 | ManagementAndGeneralAmt |
| Fundraising | $4,075 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,500 | TotalAmt |
| Fundraising | $26,500 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,729 | TotalAmt |
| Management And General | $36,729 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,461 | TotalAmt |
| Program Services | $345,283 | ProgramServicesAmt |
| Management And General | $51,391 | ManagementAndGeneralAmt |
| Fundraising | $154,787 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,524 | TotalAmt |
| Program Services | $87,407 | ProgramServicesAmt |
| Management And General | $3,215 | ManagementAndGeneralAmt |
| Fundraising | $902 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,279 | TotalAmt |
| Program Services | $29,672 | ProgramServicesAmt |
| Management And General | $6,902 | ManagementAndGeneralAmt |
| Fundraising | $8,705 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,407 | TotalAmt |
| Program Services | $305,190 | ProgramServicesAmt |
| Management And General | $8,531 | ManagementAndGeneralAmt |
| Fundraising | $22,686 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,091 | TotalAmt |
| Program Services | $344,841 | ProgramServicesAmt |
| Management And General | $4,801 | ManagementAndGeneralAmt |
| Fundraising | $6,449 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,335 | TotalAmt |
| Program Services | $45,924 | ProgramServicesAmt |
| Management And General | $641 | ManagementAndGeneralAmt |
| Fundraising | $770 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,193 | TotalAmt |
| Program Services | $386,324 | ProgramServicesAmt |
| Management And General | $5,389 | ManagementAndGeneralAmt |
| Fundraising | $6,480 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EVENT EXPENSE | $517,355 | $3,712 | $2,816 | $510,827 |
| SPONSORED EDUCATION | $312,152 | $309,652 | $2,500 | |
| CLIENT EXPENSES | $86,430 | $86,430 | ||
| COMMUNITY OUTREACH | $73,009 | $73,009 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,780 | TotalAmt |
| Program Services | $32,114 | ProgramServicesAmt |
| Management And General | $127 | ManagementAndGeneralAmt |
| Fundraising | $539 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,930,370 | TotalAmt |
| Program Services | $6,095,477 | ProgramServicesAmt |
| Management And General | $557,477 | ManagementAndGeneralAmt |
| Fundraising | $1,277,416 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,871,187 | BOYAmt |
| EOY | $1,070,901 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,866 | BOYAmt |
| EOY | $87,431 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,140 | BOYAmt |
| EOY | $286,869 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,207 | BOYAmt |
| EOY | $231,059 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,463,452 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,000,735 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,607,399 | BOYAmt |
| EOY | $2,462,717 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $888,802 | BOYAmt |
| EOY | $1,665,183 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,009,125 | BOYAmt |
| EOY | $2,659,100 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,917 | BOYAmt |
| EOY | $23,917 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,888 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,274,531 | BOYAmt |
| EOY | $8,487,177 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,768 | BOYAmt |
| EOY | $302,303 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,823 | BOYAmt |
| EOY | $575,503 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,086,409 | BOYAmt |
| EOY | $1,021,139 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,094 | BOYAmt |
| EOY | $95,540 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,746,094 | BOYAmt |
| EOY | $1,994,485 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,394,156 | BOYAmt |
| EOY | $5,438,845 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,134,281 | BOYAmt |
| EOY | $1,053,847 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,528,437 | BOYAmt |
| EOY | $6,492,692 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,274,531 | BOYAmt |
| EOY | $8,487,177 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,003,127 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $967,382 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,930,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,120,806 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,597,765 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,381,822 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,416,540 | CurrentTaxYearAmt |
| Total | $27,447,680 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,930,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,120,806 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,597,765 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,381,822 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,416,540 | CurrentTaxYearAmt |
| Total | $27,447,680 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,498,684 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,948,996 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,960 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $176,195 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $376,884 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,181 | CurrentTaxYearAmt |
| Total | $780,481 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,228,161 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,257,411 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88380 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88260 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,454,483 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $300,330 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $600,000 | OtherExpendituresAmt |
| End Year Balance | $3,154,813 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,109,063 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $345,421 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,454,483 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,941,250 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $167,813 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,109,063 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,364,411 | BeginningYearBalanceAmt |
| Contributions | $25,560 | ContributionsAmt |
| Investment Earnings Or Losses | -$448,721 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,941,250 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,771,530 | BeginningYearBalanceAmt |
| Contributions | $18,805 | ContributionsAmt |
| Investment Earnings Or Losses | $574,076 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,364,411 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.84287 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.07924 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07789 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,331,545 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,322,380 | DepreciationAmt |
| Book Value | $2,009,165 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $203,841 | OtherCostOrOtherBasisAmt |
| Depreciation | $132,956 | DepreciationAmt |
| Book Value | $70,885 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $503,179 | OtherCostOrOtherBasisAmt |
| Depreciation | $248,969 | DepreciationAmt |
| Book Value | $254,210 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $424,887 | OtherCostOrOtherBasisAmt |
| Depreciation | $296,430 | DepreciationAmt |
| Book Value | $128,457 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,462,717 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACF INTERMEDIATE TERM INVESTMENT POOL | Desc |
| Book Value | $2,659,100 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,659,100 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FINANCING LEASE LIABILITY | Desc |
| Amt | $95,540 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $95,540 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,171,048 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $967,382 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $313,152 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,280,534 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,890,514 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $36,729 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $36,729 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,927,243 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,206,793 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $313,152 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $313,152 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,893,641 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $36,729 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $36,729 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,930,370 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND, ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME WOULD BE TAXABLE. 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. THE FOUNDATION'S FEDERAL RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAX (FORM 990) FOR FISCAL YEARS 2022, 2023 AND 2024 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYNERGY PHILANTHROPY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 861 LAKE ST N | AddressLine1Txt |
| City | WAYZATA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55391 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | RESEARCHING FOR CAPITAL CAMPAIGN | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $26,500 | RetainedByContractorAmt |
| Net To Organization | $26,500 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $26,500 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $26,500 | TotalNetToOrganizationAmt |
| Licensed States | AZ | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FASHION GALA | Event1Nm |
| Gross Receipts Event1 | $2,667,313 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,431,150 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $236,163 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $187,200 | FoodAndBeverageEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $436,247 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $398,461 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $37,786 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $65,285 | FoodAndBeverageEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $477,009 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $436,073 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $40,936 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $62,400 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $3,580,569 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,265,684 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $314,885 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $314,885 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $314,885 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $71,576 | GrossRevenueOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $71,576 | GrossRevenueTotalGamingAmt |
| Net Gaming Income Summary | $71,576 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | AZ | StatesWhereGamingConductedCd |
| Licensed | 0 | LicensedInd |
| Explanation If No | THE ORGANIZATION IS EXEMPT FROM LICENSING IN ARIZONA (ARS 13-3302). | ExplanationIfNoTxt |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | CYNTHIA EHLERS | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 E MCDOWELL ROAD | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATION & CAREER SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 77 | RecipientCnt |
| Cash Grant | $51,445 | CashGrantAmt |
| Non Cash Assistance | SCHOLARSHIPS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AN ANNUAL NEEDS ASSESSMENT IS REQUIRED FROM EACH GRANTEE BEFORE TUITION CAN BE AWARDED FOR THE SCHOOL YEAR. TUITION IS AWARDED ONLY FOR REQUIRED COURSES ESSENTIAL TO THE EDUCATIONAL PROGRAM AND PROOF OF ATTENDANCE IS VERIFIED. ALL TUITION PAYMENTS ARE SENT DIRECTLY TO THE EDUCATIONAL INSTITUTION, WITH EXPLICIT INSTRUCTIONS THAT ANY WITHDRAWAL FEES MUST BE RETURNED DIRECTLY TO THE ORGANIZATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KIMBERLY MCWATERS | ||||||||||||||
| PRESIDENT/CEO | $194,352 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $33,278 | $0 | $227,630 | $0 | $0 | $0 |
| PATTI O'BRIEN | ||||||||||||||
| CHIEF OF MARKETING/CLIENT EXPERIENCE | $175,259 | $0 | $12,000 | $0 | $0 | $0 | $7,713 | $0 | $30,237 | $0 | $225,209 | $0 | $0 | $0 |
| ABDERRAHIM DAHR | ||||||||||||||
| VP OF STRATEGIC PARTNERSHIPS | $125,860 | $0 | $10,000 | $0 | $0 | $0 | $5,239 | $0 | $33,428 | $0 | $174,527 | $0 | $0 | $0 |
| LATA QUINN | ||||||||||||||
| CFO | $140,608 | $0 | $0 | $0 | $0 | $0 | $5,731 | $0 | $15,712 | $0 | $162,051 | $0 | $0 | $0 |
| HEIDI COUPLAND | ||||||||||||||
| CHIEF OF STAFF | $139,638 | $0 | $15,000 | $0 | $0 | $0 | $6,191 | $0 | $520 | $0 | $161,349 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | BONUS PAYMENTS ARE MADE BASED ON MEETING ORGANIZATIONAL GOALS AND ARE AT THE DISCRETION OF THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $128,327 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK QUOTE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 28 | ContributionCnt |
| Noncash Contributions Rpt F990 | $29,324 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BELLE PETZNICK, MELINDA PETZNICK AND PATRICIA PETZNICK HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE RETURN IS REVIEWED BY THE CHIEF FINANCIAL OFFICER, PRESIDENT/CEO AND FINANCE COMMITTEE CHAIR. BEFORE ITS FILED WITH THE IRS, EACH BOARD MEMBER RECEIVES A COMPLETE COPY OF FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE END OF EACH CALENDAR YEAR, EVERY INTERESTED PERSON, INCLUDING BOARD OFFICERS, DIRECTORS AND OTHER DISQUALIFIED PERSONS, RECEIVE A QUESTIONNAIRE WHICH EVALUATES ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST. EACH INTERESTED PERSON MUST RETURN THE SIGNED FORM CONFIRMING ANY OR THE LACK OF CONFLICTS OF INTEREST. 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 FEBRUARY 2025. |
| 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. |
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