2025-11-07T09:21:40-06:00 2024-06-30 994625061 CRI ADVISORS LLC TWO RIVERWAY 15TH FLOOR HOUSTON TX 77056 990 2023-07-01 741161942 CAREER & RECOVERY RESOURCES INC CARE 7137547017 2525 SAN JACINTO STREET HOUSTON TX 770029131 NICHOLAS WILLIAMS CHIEF OPERATING OFFICER 7137547017 2025-11-07 1 1 KRISTEN SIMPSON P01268482 7136218090 2025-05-05 2023 2025-03-06 01:10:19Z NKECHI AGWUENU 2525 SAN JACINTO STREET HOUSTON TX 770029131 8680055 0 X WWW.CAREERANDRECOVERY.ORG X 1945 TX IT IS THE MISSION OF CAREER AND RECOVERY RESOURCES, INC. (CRR) TO HELP PEOPLE IDENTIFY AND OVERCOME THEIR BARRIERS TO ACHIEVE A STABLE LIFE. 16 16 124 75 0 0 9288390 8553494 140547 97996 352 4486 -1361 -6640 9427928 8649336 3702960 3514372 0 0 4746257 4428711 0 0 8213 1450752 1511240 9899969 9454323 -472041 -804987 6271893 5506018 2065477 2104589 4206416 3401429 X IT IS THE MISSION OF CAREER AND RECOVERY RESOURCES, INC. (CRR) TO HELP PEOPLE IDENTIFY AND OVERCOME THEIR BARRIERS TO ACHIEVE A STABLE LIFE. CRR BREAKS BARRIERS FOR PEOPLE EXPERIENCING SUBSTANCE ABUSE, UNDEREMPLOYMENT, AND HOUSING INSTABILITY, WITH FOCUSED SERVICES FOR YOUTH, VETERANS, PEOPLE WITH DISABILITIES, AND THOSE REFERRED FROM THE CRIMINAL JUSTICE SYSTEM. 0 0 7244592 3509775 17705 EMPLOYMENT SERVICES AND SUPPORTIVE SERVICES - INCLUDES ADULTS WITH NO OR LOW INCOME THAT NEED INTENSIVE EMPLOYMENT SERVICES TO BECOME EMPLOYED OR TO INCREASE THEIR ECONOMIC STABILITY. THE TOP BARRIERS TO EMPLOYABILITY INCLUDE POST-INCARCERATION WITH SERIOUS CRIMINAL BACKGROUNDS, INCONSISTENT JOB HISTORY, LACK OF HIGH SCHOOL DIPLOMA OR EDUCATION, DISPLACEMENT DUE TO AGING, LONG PERIOD OF UNEMPLOYMENT, DISABILITIES, DEAF AND HARD-OF-HEARING, LACK CURRENT TRAINING AND WORK EXPERIENCE, AND BEHAVIORAL HEALTH/SUBSTANCE ABUSE DISORDERS. ADDITIONAL BARRIERS AND ISSUES REGARDING EMPLOYABILITY INCLUDE THE EFFECTS OF GENERATIONAL POVERTY, POOR AND INADEQUATE WORK SKILLS, UNRELIABLE TRANSPORTATION, ISSUES WITH OBTAINING A DRIVER'S LICENSE, CREDIT ISSUES, AND ACCESS TO SUSTAINABLE HEALTHCARE AND STABLE AFFORDABLE HOUSING WHICH INTERFERES WITH JOB ATTENDANCE. ADDITIONALLY THIS DEPARTMENT PROVIDES ACCESS TO HOUSING FOR INDIVIDUALS EXPERIENCING HOMELESSNESS, HOUSING AND ECONOMIC INSTABILITY WITH SUPPORTIVE EMPLOYMENT SERVICES FOR THOSE IN THE HOMELESS SYSTEM. CRR HAS SPECIALIZED SERVICES THROUGH SSVF FUNDING FOR VETERAN'S AND THEIR FAMILIES. YOUTH PAID INTERNSHIPS ARE OFFERED THROUGH OUR BRIGH GIRLS PROGRAM AND OUR REGULAR YOUTH PROGRAMS. 1141122 4597 80291 SUBSTANCE USE DISORDERS - TREATMENT - THE ALTERNATIVE PROGRAM IS AN ADULT COMMUNITY-BASED OUTPATIENT DRUG AND ALCOHOL TREATMENT PROGRAM THAT SERVES ADULTS WITHOUT MEDICAL INSURANCE OR RECEIVING MEDICAID IN THE GREATER HOUSTON AND WALKER COUNTY AREAS. THE ALTERNATIVE PROGRAM OFFERS INTENSIVE AND SUPPORTIVE OUTPATIENT AND AFTERCARE TREATMENT FOR ADULT CLIENTS. CLIENTS ARE PLACED INTO AN APPROPRIATE TREATMENT LEVEL BASED ON THE SEVERITY OF THEIR DRUG PROBLEM AND OTHER COGENT PERSONAL FACTORS CONSIDERED DURING EACH CLIENT'S INITIAL ASSESSMENT. ALL LEVELS OF TREATMENT UTILIZE INDIVIDUAL AND GROUP COUNSELING AND URINE SURVEILLANCE. ALL SUBSTANCE USE DISORDER SERVICES ARE PLANNED AND CONDUCTED BASED ON THE CLIENT'S UNIQUE STRENGTHS AND NEEDS. 8385714 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 444 0 1 124 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 X THE ORGANIZATION 7137547020 2525 SAN JACINTO ST HOUSTON TX 77002 BONAR A LUZEY II IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 JACOB M BUNCH BOARD CHAIR 1.00 X X 0 0 0 JAQUELINE WATSON VICE CHAIR 1.00 X 0 0 0 BRENT SUTTON TREASURER 1.00 X 0 0 0 DARRELL ANDERSON SECRETARY 1.00 X 0 0 0 ANN LIBERMAN MEMBER 1.00 X 0 0 0 CASSIE MELEBECK MEMBER 1.00 X 0 0 0 KEVIN MCCARTHY MEMBER 1.00 X 0 0 0 GIA LOTT MEMBER 1.00 X 0 0 0 ELIJAH J WILLIAMS MEMBER 1.00 X 0 0 0 COURTNEY BLACKBURN MEMBER 1.00 X 0 0 0 CHELSEA BAIL-BOOKER MEMBER 1.00 X 0 0 0 LISTER CARBON MEMBER 1.00 X 0 0 0 MONICA CASIANO MEMBER 1.00 X 0 0 0 NKECHI AGWUENU CHIEF OPERATING OFFICER 40.00 X X 100223 0 0 KIM SCATES MEMBER 1.00 X 0 0 0 KELLY YOUNG CHIEF EXECUTIVE OFFICER 40.00 X 171404 0 0 271627 0 0 2 0 1 0 0 50572 7345966 1156956 8553494 EMPLOYMENT SERVICES 561300 80291 80291 TREATMENT SERVICES 624100 17705 17705 97996 4486 4486 24079 0 24079 24079 24079 0 50572 30719 -30719 -30719 8649336 97996 0 -2154 3514372 3514372 161818 145667 16151 3723804 3352135 371669 527 504 23 230087 220148 9939 312475 298977 13498 1695 1029 666 46000 27932 18068 199315 121029 78286 44473 44473 336699 290042 46122 535 260707 176686 84021 105343 99905 5398 40 24810 6541 13497 4772 118405 118405 114635 114635 80025 80025 EQUIPMENT RENTAL/MAINTE 83563 61846 21717 BAD DEBT EXPENSE 67076 67076 BANK FEES 15577 15577 MISCELLANEOUS EXPENSE 11092 8226 2866 1825 1825 9454323 8385714 1060396 8213 745640 539403 10256 10751 2058204 1632306 45387 5103 6376 16348 4274869 1141452 3148961 3133417 257069 168690 6271893 5506018 449700 680031 1615777 1424558 2065477 2104589 X 3495656 3024691 710760 376738 4206416 3401429 6271893 5506018 -804987 0 X 0 1 X 1 1 1 X 3821093 6170686 8257781 9288390 8553494 36091444 3821093 6170686 8257781 9288390 8553494 36091444 36091444 10105 3856 61526 24354 28565 128406 8311 494542 -24970 477883 36697733 290454 0.98350 0.98140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 618438 618438 3435165 1113645 2321520 221266 27807 193459 3133417 LINE OF CREDIT 1273616 ST OPERATING LEASE LIABILITIES 59744 LT OPERATING LEASE LIABILITIES 91198 1424558 X 8689542 9487 30719 40206 8649336 0 8649336 9494529 9487 30719 40206 9454323 0 9454323 PART X, LINE 2: UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE AGENCY IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. NO UNRELATED BUSINESS INCOME TAX WAS INCURRED IN 2023 AND 2022. THE AGENCY UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF JUNE 30, 2024 AND 2023, THE AGENCY HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 30,719. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 30,719. POLO EVENT 30300 30300 22560 GOLF TOURNAMENT 20272 20272 8159 50572 50572 30719 30719 -30719 1 ASSISTANCE TO INDIVIDUALS 1085 3514372 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS CAREER AND RECOVERY RESOURCES, INC (CRR) IS COMMITTED TO PROPER, ACCURATE FINANCIAL MANAGEMENT AND REPORTING. THE FOLLOWING OUTLINES PROCEDURES AT CRR FOR MONITORING THE USE OF GRANT FUNDS: 1. WHEN A NEW GRANT IS RECEIVED OR RENEWED, A COPY OF THE EXECUTED GRANT IS FORWARDED TO THE CONTROLLER. 2. THE CONTROLLER SETS UP A PERMANENT FILE FOR THE GRANT AND MAINTAINS THE CONTRACT ALONG WITH ANY OTHER FINANCIAL CORRESPONDENCE REGARDING THE GRANT. 3. THE CONTROLLER REVIEWS THE GRANT CONTRACT AND EXTRACTS ANY FISCAL ITEMS WHICH MUST BE COMPLIED WITH BY CRR. TYPICALLY, FOR GOVERNMENT GRANTS,REFERENCE IS MADE TO VARIOUS PUBLICATIONS PUT OUT BY THE OFFICE OF MANAGEMENT AND BUDGET (OMB) AND THE COMPTROLLER GENERAL'S OFFICE TO WHICH CRR IS RESPONSIBLE FOR ADHERING. CURRENTLY, THESE PUBLICATIONS INCLUDE: OMB CIRCULAR A-110 GRANTS AND AGREEMENTS WITH INSTITUTIONS OF HIGHER LEARNING, HOSPITALS AND OTHER NON-PROFIT ORGANIZATIONS OMB CIRCULAR A-122 COST PRINCIPLES FOR NON-PROFIT ORGANIZATIONS OMB CIRCULAR A-133 AUDITS OF INSTITUTIONS OF HIGHER LEARNING & OTHER NON-PROFIT ORGANIZATIONS GOVERNMENTAL GENERALLY ACCEPTED ACCOUNTING PRINCIPLES: 1. IT IS A POLICY OF CRR TO ADHERE TO ANY RESTRICTIONS IMPOSED BY ITS FUNDING AGENCIES, BOTH GOVERNMENTAL AND PRIVATE. THEREFORE, CRR EMPLOYEES ARE EXPECTED TO BRING TO THE ATTENTION OF MANAGEMENT, ANY INSTANCES OF NON-COMPLIANCE. 2. WHEN CRR IS EXPENDING FEDERAL FUNDS, PRIOR WRITTEN APPROVAL FROM THE FUNDING AGENCY IS REQUIRED FOR THE PURCHASE OF: CAPITAL EXPENDITURES FOR LAND OR BUILDINGS, INSURANCE AND INDEMNIFICATION EXPENSES, PRE-AWARD COSTS, PUBLIC INFORMATION SERVICE COSTS, PUBLICATION AND PRINTING COSTS, REARRANGEMENT AND ALTERATION COSTS. 3. CRR WILL NEVER REQUEST FEDERAL FUNDS TO PAY FOR THE FOLLOWING COSTS: BAD DEBT EXPENSE, CONTINGENCIES, CONTRIBUTIONS OR DONATIONS TO OTHERS, ENTERTAINMENT EXPENSES, FINES AND PENALTIES, INTEREST, FUNDRAISING AND OTHER FINANCIAL COSTS. 4. FEDERAL FUNDS RECEIVED IN ADVANCE ARE DEPOSITED INTO A FEDERALLY INSURED BANK ACCOUNT. ANY INTEREST EARNED FROM THOSE MONIES IS SUBMITTED TO THE FUNDING AGENCY. FISCAL POLICY STATEMENTS: 1. ALL CASH ACCOUNTS OWNED BY CRR ARE HELD IN FINANCIAL INSTITUTIONS WHICH ARE FEDERALLY INSURED. 2. EMPLOYEE PAYCHECKS AND/OR PERSONAL CHECKS WILL NOT BE CASHED THROUGH THE PETTY CASH FUND OF CRR. 3. ANY ITEM WHOSE VALUE EXCEEDS $50.00, RECEIVED VIA DONATION, IS RECORDED IN THE BOOKS AND RECORDS OF CRR. 4. IT IS THE POLICY OF CRR TO REIMBURSE OUT OF POCKET EXPENSES ONLY WHEN SUPPORTING DOCUMENTATION HAS BEEN PRESENTED FOR APPROVED COSTS INCURRED. 5. IT IS THE POLICY OF CRR TO ESTABLISH PAY RATES WHICH EQUAL OR SURPASS THE FEDERAL MINIMUM WAGE. 6. ALL FUNDS RECEIVED BY CRR FOR EACH PROJECT IS SEGREGATED INTO SEPARATE PROJECT ACCOUNTS IN THE GENERAL LEDGER TO AVOID ANY POSSIBILITY OF COMMINGLING PROJECT MONIES WITH GENERAL OPERATING FUNDS. A FULL COMPUTERIZED LEDGER ACCOUNTING SYSTEM IS MAINTAINED. MONTHLY FINANCIAL STATEMENTS INCLUDING BALANCE SHEET AND STATEMENT OF REVENUES AND EXPENSES ARE PRODUCED AND REVIEWED AND APPROVED BY THE BOARD. 7. THE CEO ARE SIGNATORIES OF ALL CRR BANK ACCOUNTS. A SECONDARY SIGNATORY CAN BE THE CONTROLLER. TWO SIGNATURES ARE REQUIRED FOR ALL DISBURSEMENTS EXCEEDING $1,000. 8. BANK STATEMENTS ARE RECONCILED MONTHLY IN ORDER TO ACCOUNT FOR ANY OUTSTANDING OR LOST CHECKS. 9. EXPENSE REPORTS ARE MAINTAINED WHICH DISCLOSE THE NATURE OF EXPENSES, AND THE DATES INCURRED. 10. SEPARATE FILES ARE MAINTAINED FOR EACH BANK ACCOUNT AND EACH VENDOR. FILES ARE KEPT SEPARATELY FOR EACH FISCAL YEAR. 11. THE SERVICES OF A CERTIFIED PUBLIC ACCOUNTANT ARE ENGAGED TO PREPARE A FORMAL FINANCIAL AUDIT OF THE CRR FISCAL YEAR-END. 12. CORRECTION FLUIDS ARE NEVER USED IN PREPARING TIMESHEETS OR ANY ACCOUNTING DOCUMENTS. 0 0 0 0 0 0 0 0 0 KELLY YOUNG CHIEF EXECUTIVE OFFICER 171404 0 0 0 0 0 0 0 0 0 171404 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990: CHIEF EXECUTIVE OFFICER REVIEWS THE 990. FORM 990, PART VI, SECTION B, LINE 12 A CONFLICT OF INTEREST FORM IS SENT OUT AT LEAST TWICE A YEAR IN ORDER TO ACCOUNT FOR ANY CHANGES DURING THE YEAR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: FINANCIAL STATEMENTS AND 990 FILINGS ARE DISPLAYED ON COMPANY WEBSITE. GOVERNING DOCUMENTS, INCLUDING CONFLICT OF INTEREST POLICY, ARE AVAILABLE FOR INSPECTION BY MEMBERS OF THE PUBLIC UPON REQUEST.