2025-10-09T09:15:18-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 20 EAST THOMAS ROAD SUITE 2300 PHOENIX AZ 85012 990 2024-01-01 461722227 FIRST PLACE AZ FIRS 6024646602 717 EAST MARYLAND AVE 110 PHOENIX AZ 85014 DENISE RESNIK FOUNDER, PRESIDENT & CEO 6024646602 2025-10-07 1 1 JACQUELINE ECKMAN P01300648 6022662248 2025-10-07 2024 2025-03-06 01:10:19Z DENISE RESNIK 717 EAST MARYLAND AVE 110 PHOENIX AZ 85014 7058136 0 X WWW.FIRSTPLACEAZ.ORG X 2012 AZ SET THE STANDARD FOR SUPPORTIVE RESIDENTIAL COMMUNITIES WHERE ADULTS WITH AUTISM AND/OR DEVELOPMENTAL DISABILITIES CAN BUILD THE SKILLS AND CONFIDENCE TO LIVE WITH PRIDE, PURPOSE AND GREATER INDEPENDENCE. 12 11 41 32 0 0 3527523 3892458 2751755 2824757 285565 335671 790 10869 6565633 7063755 55455 101609 0 0 2467360 2933143 0 0 286429 2578872 3064133 5101687 6098885 1463946 964870 18385795 18583142 5607196 4609454 12778599 13973688 X SET THE STANDARD FOR SUPPORTIVE RESIDENTIAL COMMUNITIES WHERE ADULTS WITH AUTISM AND/OR DEVELOPMENTAL DISABILITIES CAN BUILD THE SKILLS AND CONFIDENCE TO LIVE WITH PRIDE, PURPOSE AND GREATER INDEPENDENCE. 0 0 2216508 0 462324 GLOBAL LEADERSHIP INSTITUTE: THE GLI IS COMPOSED OF FIVE CENTERS- MARICOPA COUNTY IDA CENTER FOR EDUCATION, TRAINING AND EMPLOYMENT; MAKE WAVES CENTER FOR COMMUNITY DEVELOPMENT; COLONEL HARLAND SANDERS CENTER FOR APPLIED RESEARCH; MULZET CENTER FOR EXPRESSION; AND THE DANIEL JORDAN FIDDLE FOUNDATION CENTER FOR PUBLIC POLICY. THE GLI SERVES AS A MULTIDISCIPLINARY HUB FOR RESEARCHERS, EDUCATORS, SUPPORT STAFF AND MEDICAL PROFESSIONALS, AS WELL AS A ROBUST SITE FOR RESEARCH AND DEVELOPMENT ADVANCEMENTS IN PUBLIC POLICY. THE GLI IS THE CATALYST FOR SPEARHEADING THE DEVELOPMENT OF MODELS AND PROGRAMS INFORMING CAPACITY-BUILDING STRATEGIES AND SUPPORTIVE POLICIES FOR BROADER REACH AND LASTING LOCAL, NATIONAL AND INTERNATIONAL IMPACT. WE IDENTIFY INEQUITIES WITHIN OUR COMMUNITY TO CREATE NEUROLOGICAL AND COGNITIVE CURB CUTS THAT EMPOWER AND EMBRACE INCLUSION OF INDIVIDUALS WITH AUTISM, INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES AND OFFER PEACE OF MIND TO FAMILIES. IN 2024, THROUGH THE GLI PROGRAM, FIRST PLACE AZ EMBARKED ON A NEW INITIATIVE TO PROVIDE HOUSING MARKET ANALYSES FOR CLIENTS ACROSS THE COUNTRY. 2167002 0 1867127 APARTMENTS: FIRST PLACE APARTMENTS COMPRISE 63 STUDIO, ONE-, TWO-AND FOUR BEDROOM UNITS- "FIRST HOMES" -WITH SUPPORTIVE SERVICES/PROGRAMMING FOR 67 RESIDENTS WITH AUTISM, INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES. STAFF ARE TRAINED TO HELP RESIDENTS HONE LIFE SKILLS THROUGH VOCATIONAL, COMMUNITY LIFE, MENTAL HEALTH, AND FAMILY AND COMMUNITY OUTREACH SERVICES. 641507 101609 495306 TRANSITION ACADEMY: CLINICALLY OPERATED BY OUR "SISTER" NONPROFIT SOUTHWEST AUTISM RESEARCH & RESOURCE CENTER (SARRC, ALSO CO-FOUNDED BY FIRST PLACE AZ FOUNDER AND PRESIDENT/CEO), THE TRANSITION ACADEMY OFFERS THE TWO-YEAR, 32-COURSE RESIDENTIAL LIFE SKILLS PROGRAM, LEARN41NDEPENDENCE, EMPOWERING PARTICIPANTS TO FIND EMPLOYMENT AND LIVE MORE INDEPENDENTLY. 5025017 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 1 27 0 1 41 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 0 0 X DENISE D RESNIK 6024646600 717 EAST MARYLAND AVE 110 PHOENIX AZ 85014 DENISE RESNIK FOUNDER, PRESIDENT & CEO 50.00 20.00 X X 319631 0 16801 NANCY OTTMANN COO 54.00 9.00 X 206006 0 13400 MAUREEN CASEY CIO 40.00 0.00 X 133654 0 11230 TOM ORTEGA DIRECTOR OF MULZET CENTER 40.00 0.00 X 109715 0 3161 MICHAEL STOFFEY DIRECTOR OF FINANCE (UNTIL 8/24) 34.00 6.00 X 88109 0 4145 CHUCK HEIMERDINGER CFO 12.00 4.00 X 32885 0 0 HOWARD SOBELMAN CHAIR 5.00 0.00 X X 0 0 0 STUART SAVITZ VICE CHAIR 2.00 0.00 X X 0 0 0 JOYCE MILLARD HOIE VICE CHAIR (UNTIL 11/2024) 2.00 0.00 X X 0 0 0 BRUCE SCHWARTZ TREASURER 2.00 0.00 X X 0 0 0 KATHY HANCOCK SECRETARY 2.00 0.00 X X 0 0 0 AMIT BASAK DIRECTOR 2.00 0.00 X 0 0 0 DR OLIVER HARPER DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL MCQUEEN DIRECTOR (UNTIL 05/2024) 2.00 0.00 X 0 0 0 PAUL PENZONE DIRECTOR (UNTIL 08/2024) 2.00 0.00 X 0 0 0 PENNY PFAELZER DIRECTOR 2.00 0.00 X 0 0 0 LORENZO ROMERO DIRECTOR 2.00 0.00 X 0 0 0 JUAN SALGADO DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL TRAILOR DIRECTOR 2.00 0.00 X 0 0 0 GREG WELLS DIRECTOR 2.00 0.00 X 0 0 0 890000 0 48737 2 0 1 0 SOUTHWEST AUTISM RESEARCH AND RESOURCE C 2225 N 16TH STREET PHOENIX AZ 85006 TRAINING FOR TRANSITION ACADEMY 234635 DRA COLLECTIVE 717 E MARYLAND AVE 110 PHOENIX AZ 85014 MARKETING AND CONSULTING SERVICES 103250 2 775000 3117458 4497 3892458 PROGRAM RENTS & FEES 531110 2246506 2246506 LICENSING CURRICULUM 611430 210235 210235 CONSULTING REVENUE 611430 203907 203907 MANAGEMENT FEE 561000 115927 115927 SYMPOSIUM 611430 48182 48182 2824757 330052 330052 -5619 5619 5619 5619 OTHER INCOME 900099 10869 10869 10869 7063755 2824757 0 346540 X 85579 85579 16030 16030 680978 414286 188536 78156 1844222 1527681 159511 157030 31292 25567 3270 2455 185353 145394 22871 17088 191298 147419 26107 17772 25971 17356 6523 2092 40830 40830 17239 17239 539574 529615 5925 4034 95014 25483 69531 116347 36264 80083 194306 79093 107411 7802 1486426 1485112 1314 38646 21729 16917 91910 85416 6494 43831 38937 4894 29983 29983 SYMPOSIUM 109915 109915 OTHER 90144 90144 RESEARCH 72050 72050 COMMUNITY LIFE EVENTS 57565 57565 14382 14382 6098885 5025017 787439 286429 625094 463487 4013228 3827328 1147178 1356792 40925 75554 10633600 10633600 26454 27363 369847 251565 74368 118282 1673854 1865062 151094 215674 18385795 18583142 423658 551818 60338 126486 5000000 3800000 123200 131150 5607196 4609454 X 10930297 11804408 1848302 2169280 12778599 13973688 18385795 18583142 X 964870 165640 64579 X X 0 1 X 1 0 X 1369297 4243438 3181343 3527523 3892458 16214059 2497577 2789347 2760936 2751755 2824757 13624372 3866874 7032785 5942279 6279278 6717215 29838431 224623 230424 127974 144095 450357 1177473 146721 5895 13569 26498 24334 217017 371344 236319 141543 170593 474691 1394490 28443941 115988 116227 166506 294625 330052 1023398 115988 116227 166506 294625 330052 1023398 1099 1099 9250 1497 642 790 10869 23048 3993211 7150509 6109427 6574693 7058136 30885976 0.92090 0.93120 0.03310 0.02930 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 9,250. 2021 AMOUNT: $ 1,497. 2022 AMOUNT: $ 642. 2023 AMOUNT: $ 790. 2024 AMOUNT: $ 10,869. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 369847 251565 118282 118282 POOLED FUNDS AT ARIZONA COMMUNITY FOUNDATION 1865062 F 1865062 CUSTOMER DEPOSITS 131150 131150 X PART X, LINE 2: FIRST PLACE AZ HAS BEEN GRANTED TAX-EXEMPT STATUS AS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE FINANCIAL STATEMENTS. IN ADDITION, FIRST PLACE AZ HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. FIRST PLACE AZ FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS IN ACCORDANCE WITH THE INCOME TAX STANDARD. THIS STANDARD PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. FIRST PLACE DOES NOT CURRENTLY INCLUDE AN INCOME TAX PROVISION IN THE FINANCIAL STATEMENTS; MANAGEMENT MONITORS THE REPORTING OF UNCERTAIN TAX POSITIONS, WHICH COULD RESULT IN RECORDING OF AN INCOME TAX PROVISION IN THE FUTURE. FIRST PLACE AZ, AS A NONPROFIT ORGANIZATION, IS REQUIRED TO FILE TAX RETURNS WHICH ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. FIRST PLACE AZ IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS AND IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAX EXCEPT FOR THOSE THAT ARE ALREADY REPORTED ANNUALLY. 1 FIRST PLACE - PHOENIX TRANSITIONAL HOMES 717 E MARYLAND AVE SUITE 110 PHOENIX AZ 85014 823679038 501(C)(3) 64579 0 N/A N/A GENERAL SUPPORT UNIQUELY ABLED PROJECT 4804 LAUREL CANYON BLVD 804 VALLEY VILLAGE CA 91607 813868351 501(C)(3) 21000 0 N/A N/A SCHOLARSHIP SUPPORT 2 0 SCHOLARSHIPS 3 16030 N/A N/A PART I, LINE 2: THE FIRST PLACE AZ BRIDGE THE GAP SCHOLARSHIP FUND WAS ESTABLISHED AS A NEEDS-BASED SCHOLARSHIP FOR INCOMING TRANSITION ACADEMY PARTICIPANTS WHO REQUIRE FINANCIAL ASSISTANCE TO BRIDGE THE GAP IN ORDER TO ATTEND THE TRANSITION ACADEMY. THESE STUDENTS ARE ALSO COMMITTED TO OVERALL SUCCESS IN THE TRANSITION ACADEMY PROGRAM AREAS OF EMPLOYMENT, PERSONAL AND HOUSEHOLD MANAGEMENT, COMMUNITY ENGAGEMENT AND SELF-DETERMINATION. A SCHOLARSHIP COMMITTEE REVIEWS THE SUBMISSIONS AND RANKS THEM BY SCORING WRITTEN RESPONSES TO FOUR QUESTIONS ON A FOUR POINT SCALE. THE SCORES OF EACH COMMITTE MEMBER ARE COMBINED TO FORM A TOTAL SCORE FOR EACH SUBMISSIONS. FINANCIAL NEED AND MOTIVATION TO PARTICIPATE IN THE PROGRAM DURING THE INITIAL STUDENT INTERVIEW IS ALSO RATED ON A FOUR POINT SCALE. THE AMOUNT OF SCHOLARSHIP FUNDS AWARDED AND THE NUMBER OF AWARDEES IS DETERMINED BASED ON THE RESTRICTED FUNDS AVAILABLE. X X X X 0 0 0 0 0 1 0 1 0 DENISE RESNIK FOUNDER, PRESIDENT & CEO 276731 0 42900 0 0 0 9581 0 7220 0 336432 0 0 0 NANCY OTTMANN COO 192619 0 13387 0 0 0 6180 0 7220 0 219406 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE REVIEWS FIRST PLACE PERFORMANCE, FIRST PLACE OPERATIONS AND OCCUPANCY, FIRST PLACE GLOBAL ACTIVITIES, FUNDRAISING, AND FINANCIALS WHEN DETERMINING THE CEO'S COMPENSATION. IT ALSO REVIEWS COMPENSATION SURVEYS OF OTHER NONPROFITS. PART I, LINE 6 THE 2024 BONUS PLAN FOR THE CEO AND COO WAS CONTINGENT ON THE NET OPERATING RESULTS OF THE ORGANIZATION. PART I, LINE 7 THE 2024 BONUS PLAN FOR THE CEO AND COO WAS CONTINGENT ON THE OCCUPANCY OF THE FIRST PLACE TRANSITION ACADEMY AND APARTMENTS PROGRAMS. SHEILA SCHWARTZ SPOUSE OF BOARD MEMBER BUILDING CONSTRUCTION X 5000000 3800000 0 1 1 3800000 DRA COLLECTIVE OWNED BY PRESIDENT/CEO OF ORGANIZATION 103250 MARKETING AND CONSULTING SERVICES 0 FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMMITTEE - THE BOARD BY RESOLUTION MAY CREATE AN EXECUTIVE COMMITTEE CONSISTING OF THREE (3) OR MORE DIRECTORS DESIGNATED BY THE BOARD, HAVING SUCH POWERS AND DUTIES, NOT INCONSISTENT WITH SUBSECTION (A) HEREOF OR ANY EXISTING DELEGATION OF POWERS TO A COMMITTEE OF DIRECTORS, AS MAY BE PROVIDED IN THE RESOLUTION CREATING SUCH COMMITTEE AS INITIALLY ADOPTED OR AS THEREAFTER SUPPLEMENTED OR AMENDED BY FURTHER RESOLUTION ADOPTED BY SIMILAR VOTE. ADDITIONALLY, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE WHEN THE BOARD IS NOT IN SESSION ALL OF THE POWERS OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION OTHER THAN THE POWERS LISTED IN SUBSECTION (A) HEREOF; PROVIDED, HOWEVER, THAT ALL ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE PRESENTED AT THE NEXT MEETING OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT AND ANY CHANGES INCORPORATED INTO THE FILING. ONCE THIS DETAILED REVIEW IS COMPLETE, THE DRAFT OF THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL BOARD MEMBERS, COMMITTEE MEMBERS, OFFICERS, KEY EMPLOYEES, AND OTHERS WITH SUBSTANTIAL INFLUENCE ("INTERESTED PERSONS"). THE BOARD DETERMINES WHETHER A CONFLICT EXISTS BASED ON TIMELY DISCLOSURES. IF A CONFLICT IS IDENTIFIED, THE INTERESTED PERSON MAY BE REQUIRED TO ABSTAIN FROM RELATED DISCUSSIONS AND VOTES ON THE MATTER. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT INCLUDE ABSTENTION FROM VOTING AND DISCUSSION (UNLESS NEEDED FOR CONTEXT), PROHIBITION FROM INFLUENCING DECISIONS, AND DOCUMENTATION OF THE DISCLOSURE AND ABSTENTION IN MEETING MINUTES. ADDITIONALLY, ANY VOTING BOARD OR COMMITTEE MEMBER RECEIVING COMPENSATION FROM THE ORGANIZATION MAY NOT PARTICIPATE IN DECISIONS REGARDING THEIR OWN COMPENSATION. EACH INTERESTED PERSON MUST ANNUALLY AFFIRM THEIR UNDERSTANDING AND COMPLIANCE WITH THE POLICY, INCLUDING ACKNOWLEDGMENT OF THE ORGANIZATION'S CHARITABLE STATUS AND TAX-EXEMPT PURPOSE. FORM 990, PART VI, SECTION B, LINE 15A ON AN ANNUAL BASIS, THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION FOR THE PRESIDENT/CEO BY COMPARING THEIR COMPENSATION TO THE COMPENSATION OF INDIVIDUALS IN LIKE POSITIONS, IN COMPARABLE ORGANIZATIONS USING FORMS 990, COMPENSATION STUDIES, AND OTHER AVAILABLE DATA. THE BOARD THEN APPROVES ANY CHANGES IN COMPENSATION BASED ON THIS INFORMATION. THE CEO REVIEWS THE COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES BY COMPARING THEIR COMPENSATION TO THE COMPENSATION OF INDIVIDUALS IN LIKE POSITIONS, IN COMPARABLE ORGANIZATIONS USING FORMS 990, COMPENSATION STUDIES, AND/OR OTHER AVAILABLE DATA. THESE DECISIONS ARE DOCUMENTED IN THE EMPLOYEE'S PERSONNEL FILE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE IN A TIMELY MANNER, GOVERNING DOCUMENTS INCLUDING ITS CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS WHEN REQUESTED IN WRITING OR IN PERSON. FORM 990, PART IX, LINE 11G PAYROLL FEES: PROGRAM SERVICE EXPENSES 20,336. MANAGEMENT AND GENERAL EXPENSES 3,601. FUNDRAISING EXPENSES 2,452. TOTAL EXPENSES 26,389. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 405,319. MANAGEMENT AND GENERAL EXPENSES 2,324. FUNDRAISING EXPENSES 1,582. TOTAL EXPENSES 409,225. INSTRUCTIONAL CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 103,960. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 103,960. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS TO FIRST PLACE - PHOENIX TRANSITIONAL HOMES 64,579. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. FIRST PLACE-PHOENIX CATALINA 717 E MARYLAND AVE STE 110 PHOENIX AZ 85014 814899129 HOUSING AUTISTIC & OTHER NEURO-DIVERSE PERSONS AZ 501(C)(3) LINE 12A, I FIRST PLACE AZ 1 FIRST PLACE-PHOENIX TRANSITIONAL HOMES 717 E MARYLAND AVE STE 110 PHOENIX AZ 85014 823679038 HOUSING AUTISTIC & OTHER NEURO-DIVERSE PERSONS AZ 501(C)(3) LINE 12A, I FIRST PLACE AZ 1 0 1 1 1 0 0 0 0 0 1 0 1 0 1 1 0 0 1 0 FIRST PLACE-PHOENIX CATALINA J 1304256 CASH FIRST PLACE-PHOENIX CATALINA L 115927 CASH FIRST PLACE - PHOENIX TRANSITIONAL HOMES B 64579 CASH FIRST PLACE-PHOENIX CATALINA C 775000 CASH FIRST PLACE-PHOENIX CATALINA D 15600000 BOOK VALUE FIRST PLACE - PHOENIX TRANSITIONAL HOMES R 189959 CASH PART V, LINE 2, COLUMN A, ROW 5 FIRST PLACE AZ IS THE GUARANTOR OF FIRST PLACE-PHOENIX CATALINA'S NOTE PAYABLE.