2023-12-14T11:41:49-06:00 2023-06-30 341884125 CBIZ MHM LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2022-07-01 860762610 FRESH START WOMEN'S FOUNDATION FRES 6022617128 1130 EAST MCDOWELL ROAD PHOENIX AZ 85006 LATA QUINN CFO 6022617128 2023-12-13 1 LATA QUINN 999009999 0 KRISTEN BASS P01247587 6022646835 2023-12-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KIMBERLY MCWATERS 1130 E MCDOWELL ROAD PHOENIX AZ 85006 6135265 0 X WWW.FRESHSTARTWOMEN.ORG X 1994 AZ 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. 31 31 47 355 0 0 5120806 5597765 17023 26052 3080 273661 -4719 0 5136190 5897478 22257 35812 0 0 2606872 3532425 0 0 980629 1671494 2359304 4300623 5927541 835567 -30063 8848169 8688802 1844807 1675222 7003362 7013580 X 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. 0 0 2681556 35812 11437 CAREER, EDUCATION AND TRAINING SERVICES: FRESH START CAREER SERVICES SUPPORT WOMEN IN THEIR JOURNEYS TO NEW AND BETTER TRAINING AND EMPLOYMENT. IN FY23, FRESH START PROVIDED 528 ONE-ON-ONE CAREER COACHING SESSIONS AND A PLETHORA OF CAREER WORKSHOPS SPANNING THE TOPICS OF INTERVIEWING, JOB SEARCHING, AND RESUME WRITING SKILLS. ONE OF THE NEWEST CAREER OFFERINGS THIS YEAR IS THE CAREER EMPOWERMENT SERIES; A THREE-DAY WORKSHOP SERIES DEDICATED TO HELPING WOMEN DISCOVER THEIR STRENGTHS AND PREPARE FOR UPCOMING CAREER OPPORTUNITIES. WOMEN EXIT THIS WORKSHOP WITH THE KNOWLEDGE AND CONFIDENCE NECESSARY TO PURSUE AND ACHIEVE THEIR CAREER ASPIRATIONS. FRESH START OFFERS A BREADTH OF EDUCATION OFFERINGS SPANNING THE TOPICS OF FINANCIAL AND COMPUTER LITERACY, PARENTING, HEALTHY LIVING, INTERPERSONAL SKILLS AND GROWTH, GOAL SETTING, RESILIENCY, AND A WIDE VARIETY OF OTHER PERSONAL AND PROFESSIONAL EDUCATION TOPICS. THESE CLASSES, WORKSHOPS, AND WEBINARS ARE FACILITATED BY HIGHLY TRAINED STAFF AND INSTRUCTORS, ALONG WITH COMMUNITY PROFESSIONALS AND EXPERTS. THERE WERE OVER 7,175 WORKSHOP ATTENDEES THIS YEAR, WHO REPORTED A 93% OVERALL SATISFACTION RATE.FRESH START OFFERS UNIQUE SCHOLARSHIP OPPORTUNITIES AND ACCESS TO TRAINING PROGRAMS FOR OUR CLIENTS WHO ARE EAGER TO PURSUE THE NEXT LEVEL OF THEIR EDUCATION AND CAREER GOALS. THIS LAST YEAR, 222 WOMEN ENROLLED IN A CAREER TRAINING OPPORTUNITY. FRESH START AWARDED A TOTAL OF $35,812 FOR CAREER AND WORKFORCE DEVELOPMENT, EMPOWERING WOMEN TO GAIN THE SKILLS NECESSARY TO THRIVE IN A NEW CAREER. FRESH START COLLABORATES WITH NUMEROUS EMPLOYERS IN THE VALLEY, INCLUDING INTEL, CVS, AND JP MORGAN CHASE TO PROVIDE WOMEN ACCESS TO CAREER OPPORTUNITIES IN TODAY'S TOP INDUSTRIES. 894765 SOCIAL WORK SERVICES: SOCIAL WORKERS SUPPORTED WOMEN WITH AN ARRAY OF EXPERIENCES AND STRUGGLES, INCLUDING THEIR BARRIERS TO SUCCESS, RESOURCE NEEDS, GOAL SETTING AND PROBLEM SOLVING, DOMESTIC VIOLENCE, BOUNDARY SETTING, AND MUCH MORE. 438 RESOURCE COACHING SESSIONS WERE CONDUCTED TO GET WOMEN CONNECTED WITH COMMUNITY RESOURCES AND ENROLLED IN THE FRESH START IMPACT PROGRAM. FRESH START'S TEAM OF SKILLED SOCIAL WORKERS CONDUCTED 1,990 ONE-ON-ONE SOCIAL WORK SESSIONS LAST YEAR SUPPORTING WOMEN IN CREATING PERSONALIZED GOALS, RESULTING IN 90% OF SOCIAL WORK CLIENTS ACHIEVING THEIR GOALS. IN CONJUNCTION WITH ONE-ON-ONE SESSIONS, WOMEN ATTENDED SOCIAL WORK SUPPORT GROUPS, BUILDING COMMUNITY, WHILE ADDRESSING TOPICS SUCH AS BOUNDARY SETTING, CODEPENDENCY, ADDICTION, AND SO MUCH MORE. SOCIAL WORK SERVICES ARE THE BACKBONE OF FRESH START, SUPPORTING WOMEN AS THEY OVERCOME HURDLES AND ACHIEVE THEIR GOALS AND DREAMS. 461878 WELL-BEING SERVICES: FRESH START OFFERS A BREADTH OF OFFERINGS THAT IMPACT THE 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 4,323 WORKSHOP ATTENDEES THIS YEAR. 417765 14615 FAMILY STABILITY SERVICES: FAMILY STABILITY HELPS WOMEN NAVIGATE ARIZONA'S COMPLICATED LEGAL SYSTEM AND COURT PROCESS, SUPPORTING CLIENTS THROUGH DIVORCE, SEPARATION, ORDERS OF PROTECTION, CHILD CUSTODY AND CHILD SUPPORT, AND ALL OTHER FAMILY LAW ISSUES. FAMILY LAW SUPPORT STAFF CONDUCTED 1,348 INDIVIDUAL SESSIONS WHICH PROVIDED WOMEN WITH LEGAL INFORMATION AND ASSISTANCE WITH DOCUMENT REVIEW AND/OR DOCUMENT PREPARATION FOR THEIR DIVORCE OR FAMILY LAW MATTERS. OUR FAMILY LAW INFORMATION SESSIONS BREAK DOWN THE BASIC TERMINOLOGY AND PROCESS OF A FAMILY LAW COURT. WOMEN CANNOT BECOME SELF-SUFFICIENT WITH FAMILY LAW LEGAL ISSUES HOLDING THEM BACK; FAMILY LAW SUPPORT HELPS REMOVE THIS BARRIER BY EQUIPPING WOMEN WITH APPROPRIATE KNOWLEDGE AND AFFORDABLE DOCUMENT PREPARATION. 90961 FINANCIAL MANAGEMENT SERVICES: FRESH START OFFERS FINANCIAL LITERACY WORKSHOPS AND ONE-ON-ONE FINANCIAL COACHING. THESE SESSIONS INCLUDE TOPICS SUCH AS: BUDGETING, HEALTHY MONEY HABITS, BILL MANAGEMENT, RENT & LEASE ASSESSMENT, CREDIT SCORES AND REPORTING, CREDIT CARD USE AND HOME OWNERSHIP. OF WOMEN SERVED IN FY23 87% OF FY23 CLIENTS HAD LOW TO MODERATE INCOME WITH MORE THAN 50% REPORTING LESS THAN $25K HOUSEHOLD INCOME. 508726 14615 4546925 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 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 1 47 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 31 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X LATA QUINN 6027513062 1130 E MCDOWELL ROAD PHOENIX AZ 85006 ADRIANNE WRIGHT TAYLOR CHAIR 2.00 X X 0 0 0 CYNTHIA A LIETZ VICE-CHAIR 2.00 X X 0 0 0 BARBARA MILAZZO TREASURER 2.00 X X 0 0 0 GENA BONSALL SECRETARY 2.00 X X 0 0 0 RHONDA R TURNER SECRETARY 2.00 X X 0 0 0 ANDREA KATSENES PAPPAS DIRECTOR 1.00 X 0 0 0 DR ANTOINETTE FARMER-THOMPSON DIRECTOR 1.00 X 0 0 0 BEATRIZ ELISABETH RENDON DIRECTOR 1.00 X 0 0 0 BELLE PETZNICK DIRECTOR 1.00 X 0 0 0 BEVERLY STEWART DIRECTOR 1.00 X 0 0 0 DONNA EASTERLY DIRECTOR 1.00 X 0 0 0 ELISE GOULD DIRECTOR 1.00 X 0 0 0 FRANCES HAYNES DIRECTOR 1.00 X 0 0 0 JANET KIZZIAR PHD DIRECTOR 1.00 X 0 0 0 JESSICA PENNINGTON DIRECTOR 1.00 X 0 0 0 KARLENE KEOGH PARKS DIRECTOR 1.00 X 0 0 0 KATHERINE SCARDELLO DIRECTOR 1.00 X 0 0 0 KATHLEEN ZIEGLER DIRECTOR 1.00 X 0 0 0 KIM FOWEE-PERERA DIRECTOR 1.00 X 0 0 0 LISA STEVENS ANDERSON DIRECTOR 1.00 X 0 0 0 LORRAINE FIELD DIRECTOR 1.00 X 0 0 0 MARLENE KLOTZ-COLLINS DIRECTOR 1.00 X 0 0 0 MARY PAHISSA UPCHURCH DIRECTOR 1.00 X 0 0 0 MELINDA PETZNICK DIRECTOR 1.00 X 0 0 0 NANCY LOFTIN DIRECTOR 1.00 X 0 0 0 PAT PETZNICK DIRECTOR 1.00 X 0 0 0 PATTY WHITE DIRECTOR 1.00 X 0 0 0 RENIE SCIBONA DIRECTOR 1.00 X 0 0 0 ROBYN YOUNG DIRECTOR 1.00 X 0 0 0 SHIRLEY GUNTHER DIRECTOR 1.00 X 0 0 0 STEFANIE LAYTON DIRECTOR 1.00 X 0 0 0 KIMBERLY MCWATERS PRESIDENT/CEO 40.00 X 172851 0 10679 LATA QUINN CFO 32.00 X 122064 0 10094 HEIDI COUPLAND CHIEF DEVELOPMENT OFFICER 40.00 X 116485 0 4765 MEGHAN SNEED VP OF PROGRAMS & ORG. IMPACT 40.00 X 130490 0 0 ABDU DAHR VP OF STRATEGIC PARTNERSHIPS 40.00 X 116802 0 7971 658692 0 33509 5 0 1 0 0 2788230 419795 2389740 317292 5597765 FAMILY LAW SERVICES 541100 14615 14615 OTHER PROGRAM SERVICES 624100 11437 11437 26052 176195 176195 120405 19566 3373 100839 -3373 97466 97466 109656 2788230 214848 -105192 -105192 105192 0 105192 105192 5897478 26052 0 273661 35812 35812 315688 262435 24425 28828 2769310 2302160 214266 252884 39183 32573 3032 3578 156486 130089 12108 14289 251758 209289 19479 22990 19049 14908 1656 2485 30950 24222 2691 4037 35379 35379 372209 195978 61920 114311 91268 23825 894 66549 128784 73434 1071 54279 188604 170146 3686 14772 247538 218059 1502 27977 47940 47048 304 588 314375 308502 2003 3870 EVENT EXPENSE 331472 4700 0 326772 COMMUNITY OUTREACH 266410 266410 0 0 EMPLOYEE TRAINING/OTHER 227622 179635 15527 32460 CLIENT EXPENSES 24441 24441 0 0 33263 23259 44 9960 5927541 4546925 399987 980629 1041482 1111546 542601 310181 331686 133464 72316 153863 6119131 3260423 2919672 2858708 1337514 1230175 2583731 2715360 19167 175505 8848169 8688802 262163 256681 373085 117199 1209559 1149108 0 152234 1844807 1675222 X 6565759 6053942 437603 959638 7003362 7013580 8848169 8688802 -30063 40281 0 X 0 1 X 1 0 X 2938332 2988815 2930747 5120806 5597765 19576465 2938332 2988815 2930747 5120806 5597765 19576465 833196 18743269 101315 89976 61960 100261 176195 529707 20106172 913015 0.93220 0.93230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2941250 0 167813 3109063 3364411 25560 -448721 2941250 2771530 18805 574076 3364411 2600887 25109 145534 2771530 1018621 1495402 86864 2600887 0.87337 0.08041 0.04622 0 0 5281170 2880719 2400451 203841 121308 82533 359020 111883 247137 275100 146513 128587 2858708 ACF INTERMEDIATE TERM INVESTMENT POOL 2715360 F 2715360 FINANCING LEASE LIABILITY 152234 152234 X 6068134 40281 165754 206035 5862099 35379 35379 5897478 6057916 165754 165754 5892162 35379 35379 5927541 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 2020, 2021 AND 2022 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. FASHION GALA 2070100 1908964 161136 161136 GOLF TOURNAMENT 420160 445738 -25578 25782 1 407626 433528 -25902 27930 2897886 2788230 109656 214848 214848 -105192 105192 1 1.00000 105192 105192 AZ 0 THE ORGANIZATION IS EXEMPT FROM LICENSING IN ARIZONA (ARS 13-3302). 0 1 0 1.00000 CYNTHIA EHLERS 1130 E MCDOWELL ROAD PHOENIX AZ 85006 0 0 1 EDUCATION & CAREER SCHOLARSHIPS 37 35812 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 X X 0 0 0 0 0 0 0 0 0 KIMBERLY MCWATERS PRESIDENT/CEO 172851 0 0 0 0 0 0 0 10679 0 183530 0 0 0 X 8 316592 STOCK QUOTE X AUCTION ITEMS 2 700 FAIR VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 PATRICIA PETZNICK AND BEVERLY STEWART HAVE A FAMILY RELATIONSHIP. BELLE PETZNICK, MELINDA PETZNICK AND PATRICIA PETZNICK HAVE A FAMILY RELATIONSHIP. PATRICIA PETZNICK AND MARY UPCHURCH HAVE A BUSINESS 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 DECEMBER 2022. 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.