2024-12-18T15:09:09-06:00 2024-06-30 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2023-07-01 860762610 FRESH START WOMEN'S FOUNDATION FRES 6022617128 1130 EAST MCDOWELL ROAD PHOENIX AZ 85006 LATA QUINN CFO 6022617128 2024-12-18 1 1 KRISTEN M BASS P01247587 6022646835 2024-12-18 2023 2024-10-15 13:58:12Z KIMBERLY MCWATERS 1130 E MCDOWELL ROAD PHOENIX AZ 85006 9118868 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 58 302 0 0 5597765 7381822 26052 18125 273661 933515 0 88909 5897478 8422371 35812 36165 0 0 3532425 4575714 0 0 1331302 2359304 2821521 5927541 7433400 -30063 988971 8688802 9274531 1675222 1746094 7013580 7528437 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 3603838 36165 8222 CAREER, EDUCATION AND TRAINING SERVICES: FRESH START CAREER SERVICES SUPPORT WOMEN IN THEIR JOURNEYS TO NEW AND BETTER TRAINING AND EMPLOYMENT. IN FY24, FRESH START PROVIDED 906 ONE-ON-ONE CAREER COACHING SESSIONS AND A PLETHORA OF CAREER WORKSHOPS SPANNING THE TOPICS OF INTERVIEWING, JOB SEARCH, AND RESUME WRITING SKILLS. ONE OF THE NEWEST CAREER OFFERINGS THIS YEAR IS "EMPOWER HER: EXPLORING FRESH START'S CAREER TRAINING JOURNEY FOR WOMEN; A WORKSHOP DEDICATED TO EMPOWERING WOMEN TO 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. IT PAVES THE WAY TOWARDS A SELF-SUFFICIENT FUTUREONE WHERE WOMEN CAN CONFIDENTLY STAND ON THEIR OWN TWO FEET AND THRIVE. 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 10,379 WORKSHOP ATTENDEES THIS YEAR, WHO REPORTED A 94% 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, 309 WOMEN ENROLLED IN A CAREER TRAINING PROGRAM. FRESH START AWARDED A TOTAL OF $341,875 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, JPMORGAN CHASE AND BANK OF AMERICA TO PROVIDE WOMEN ACCESS TO CAREER OPPORTUNITIES IN TODAY'S TOP INDUSTRIES. 999522 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 SUPPORT, BOUNDARY SETTING, AND MUCH MORE. 553 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 1,830 ONE-ON-ONE SOCIAL WORK SESSIONS LAST YEAR SUPPORTING WOMEN IN CREATING PERSONALIZED GOALS, RESULTING IN 84% OF SOCIAL WORK CLIENTS ACHIEVING THEIR GOALS. IN CONJUNCTION WITH ONE-ON-ONE COACHING 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 SUPPORT WOMEN AS THEY OVERCOME HURDLES AND ACHIEVE THEIR GOALS AND DREAMS. 497133 811 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 5,573 WORKSHOP ATTENDEES THIS YEAR. 527951 9092 FAMILY STABILITY: 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 1,797 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 TO ADVOCATE FOR THEMSELVES IN COURT AND AFFORDABLE DOCUMENT PREPARATION.FINANCIAL MANAGEMENT: 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 THEM 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. OF WOMEN SERVED IN FY24 85% OF FY24 CLIENTS HAD LOW TO MODERATE INCOME WITH MORE THAN 67% REPORTING LESS THAN $25K HOUSEHOLD INCOME. 527951 9092 5628444 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 52 0 1 58 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 KIM FOWEE-PERERA VICE-CHAIR 2.00 X X 0 0 0 JESSICA PENNINGTON TREASURER 2.00 X X 0 0 0 DONNA EASTERLY SECRETARY 2.00 X X 0 0 0 GENA BONSALL DIRECTOR 1.00 X 0 0 0 RHONDA R BUSEMAN DIRECTOR 1.00 X 0 0 0 ANDREA DRIGGS DIRECTOR 1.00 X 0 0 0 JESSICA ESTRADA DIRECTOR 1.00 X 0 0 0 LORRAINE FIELD DIRECTOR 1.00 X 0 0 0 JESSICA GALE DIRECTOR 1.00 X 0 0 0 ELISE GOULD DIRECTOR 1.00 X 0 0 0 SHIRLEY GUNTHER DIRECTOR 1.00 X 0 0 0 FRANCES HAYNES DIRECTOR 1.00 X 0 0 0 KATHY HU DIRECTOR 1.00 X 0 0 0 ANDREA KATSENES PAPPAS DIRECTOR 1.00 X 0 0 0 KARLENE KEOGH PARKS DIRECTOR 1.00 X 0 0 0 JANET KIZZIAR PHD DIRECTOR 1.00 X 0 0 0 MARLENE KLOTZ-COLLINS DIRECTOR 1.00 X 0 0 0 STEFANIE LAYTON DIRECTOR 1.00 X 0 0 0 CYNTHIA LIETZ PHD DIRECTOR 1.00 X 0 0 0 NANCY LOFTIN DIRECTOR 1.00 X 0 0 0 GEORGIA MUSGRAVE DIRECTOR 1.00 X 0 0 0 BELLE PETZNICK DIRECTOR 1.00 X 0 0 0 MELINDA PETZNICK DIRECTOR 1.00 X 0 0 0 PAT PETZNICK DIRECTOR 1.00 X 0 0 0 REKHA REDDY-SAREEN DIRECTOR 1.00 X 0 0 0 BEATRIZ ELISABETH RENDON DIRECTOR 1.00 X 0 0 0 RENIE SCIBONA DIRECTOR 1.00 X 0 0 0 LISA STEVENS ANDERSON DIRECTOR 1.00 X 0 0 0 TINA TOMBS FISCHER DIRECTOR 1.00 X 0 0 0 MARY PAHISSA UPCHURCH DIRECTOR 1.00 X 0 0 0 BEVERLY STEWART DIRECTOR (DEC'D JULY 2023) 1.00 X 0 0 0 KATHLEEN ZIEGLER DIRECTOR 1.00 X 0 0 0 KIMBERLY MCWATERS PRESIDENT/CEO 40.00 X 189306 0 17628 LATA QUINN CFO 32.00 X 128189 0 13531 HEIDI COUPLAND CHIEF OF STAFF 40.00 X 130050 0 5759 ABDERRAHIM DAHR VP OF STRATEGIC PARTNERSHIPS 40.00 X 116451 0 22438 PATTI O'BRIEN CHIEF OF MARKETING/CLIENT EXPERIENCE OFFICER 40.00 X 155259 0 17374 719255 0 76730 5 0 1 0 0 105776 3359161 350481 3566404 263756 7381822 OTHER PROGRAM SERVICES 624100 18125 18125 18125 376884 376884 1013070 456439 556631 556631 556631 240058 3359161 240058 0 88909 0 88909 88909 8422371 18125 0 1022424 36165 36165 315689 256357 24319 35013 3812598 3096044 293701 422853 39183 31818 3019 4346 156486 127075 12055 17356 251758 204442 19394 27922 34755 26388 4505 3862 30951 23500 4012 3439 33390 33390 455572 219287 57400 178885 60408 34923 302 25183 73249 49254 8372 15623 256889 222627 8257 26005 281475 274778 1930 4767 51519 50360 355 804 346229 338411 2396 5422 EVENT EXPENSE 558919 110 558809 COMMUNITY OUTREACH 314212 314212 SPONSORED EDUCATION 236631 236631 CLIENT EXPENSES 61460 61460 25862 24712 137 1013 7433400 5628444 473654 1331302 1111546 1871187 310181 84866 133464 477140 153863 187207 6214051 3606652 2858708 2607399 1230175 888802 2715360 3009125 23917 23917 151588 124888 8688802 9274531 256681 348768 117199 182823 1149108 1086409 152234 128094 1675222 1746094 X 6053942 6394156 959638 1134281 7013580 7528437 8688802 9274531 988971 -474114 0 X 0 1 X 1 0 X 2988815 2930747 5120806 5597765 7381822 24019955 2988815 2930747 5120806 5597765 7381822 24019955 2109930 21910025 89976 61960 100261 176195 376884 805276 24825231 1009429 0.88260 0.93220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3109063 345421 3454483 2941250 167813 3109063 3364411 25560 -448721 2941250 2771530 18805 574076 3364411 2600887 25109 145534 2771530 0.87107 0.07236 0.05655 0 0 5310741 3100260 2210481 203841 127128 76713 399475 175902 223573 299994 203362 96632 2607399 ACF INTERMEDIATE TERM INVESTMENT POOL 3009125 F 3009125 FINANCING LEASE LIABILITY 128094 128094 X 8156788 -474114 241921 -232193 8388981 33390 33390 8422371 7641931 241921 241921 7400010 33390 33390 7433400 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 2021, 2022 AND 2023 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. FASHION GALA 2686600 2506557 180043 125825 GOLF TOURNAMENT 432861 404054 28807 61020 1 479758 448550 31208 53213 3599219 3359161 240058 240058 240058 0 88909 1 1.00000 88909 88909 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 48 36165 PART I, LINE 2: AN ANNUAL NEEDS ASSESSMENT AND GRADE HISTORY ARE 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. X X X 0 0 0 0 0 0 0 0 0 KIMBERLY MCWATERS PRESIDENT/CEO 189306 0 0 0 0 0 0 0 17628 0 206934 0 0 0 PATTI O'BRIEN CHIEF OF MARKETING/CLIENT EXPERIENCE 155259 0 0 0 0 0 1231 0 16143 0 172633 0 0 0 X 9 263756 STOCK QUOTE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 PATRICIA PETZNICK AND BEVERLY STEWART (DECEASED JULY 2023) HAD 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 FEBRUARY 2024. 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.