2026-02-27T03:52:17-06:00 2025-06-30 994625061 CRI ADVISORS LLC TWO RIVERWAY 15TH FLOOR HOUSTON TX 77056 990 2024-07-01 741161942 CAREER & RECOVERY RESOURCES INC CARE 7137547017 2525 SAN JACINTO STREET HOUSTON TX 770029131 NKECHI AGWUENU CHIEF EXECUTIVE OFFICER 7137547017 2026-02-26 1 1 KRISTEN SIMPSON P01268482 7136218090 2026-02-26 2024 2025-03-06 01:10:19Z NKECHI AGWUENU 2525 SAN JACINTO STREET HOUSTON TX 770029131 7018500 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. 15 15 76 21 0 0 8553494 6903398 97996 83675 4486 3500 -6640 -86980 8649336 6903593 3514372 2102193 0 0 4428711 3917146 0 0 47158 1511240 1370440 9454323 7389779 -804987 -486186 5506018 4720026 2104589 1804783 3401429 2915243 X IT IS THE MISSION OF CAREER AND RECOVERY RESOURCES, INC. (CRR) TO HELP PEOPLE LIVE A LIFE OF SELF-DETERMINATION AND FINANCIAL COMPETENCY THROUGH BEHAVIORAL AND PHYSICAL WELLNESS, EDUCATION, WORKFORCE DEVELOPMENT AND AFFORDABLE HOUSING. CRR BREAKS BARRIERS FOR PEOPLE EXPERIENCING SUBSTANCE ABUSE, UNDEREMPLOYMENT, AND HOUSING INSTABILITY, WITH FOCUSED SERVICES FOR YOUTH, VETERANS, PEOPLE WITH DISABILITIES, AND PEOPLE REFERRED FROM THE CRIMINAL JUSTICE SYSTEM. 0 0 5281942 2075188 75978 EMPLOYMENT SERVICES AND SUPPORTIVE SERVICES - PROVIDES EMPLOYMENT SERVICES AND WORKFORCE DEVELOPMENT SERVICES TO HIGH BARRIER LOW-INCOME INDIVIDUALS. THE EMPLOYMENT SERVICES CENTER GIVES JOB SEEKERS ACCESS TO TOOLS AND RESOURCES THEY NEED TO BECOME EMPLOYED SUCH AS RESUME WRITING, ID RESTORATION SERVICES, ADULT EDUCATION AND GED PREPARATION CLASSES, AND BASIC COMPUTER LITERACY WORKSHOPS. WE SERVE 2,300 PEOPLE ANNUALLY WITH 75% SECURING A JOB OR ACHIEVING THE NEXT STEP TO EMPLOYMENT.UPRISE ENTERPRISE (UPRISE) OPERATES AS A TRANSITIONAL EMPLOYMENT PROGRAM. TRANSITIONAL JOB (TJ) PROGRAMMING IS AN EVIDENCE-BASED APPROACH FOR INCREASING EMPLOYMENT AND ECONOMIC OPPORTUNITIES FOR ADULT AND YOUTH JOB SEEKERS FACING BARRIERS TO EMPLOYMENT. UPRISE EMPLOYS UNHOUSED/RECENTLY HOUSED PEOPLE WHO NEED LOW-BARRIER ENTRY INTO THE WORKFORCE. CRR COMPETES WITH OTHER BUSINESSES TO SECURE CONTRACTS FOR GENERAL MAINTENANCE, LANDSCAPING, DISASTER RESPONSE, HOSPITALITY, AND GENERAL LABOR/COMMUNITY CLEANUP TO PAY FOR WORKER WAGES AND PROGRAM COSTS. WE HAD 225 CLIENTS WERE TRANSITIONALLY EMPLOYED THROUGH UPRISE WITH 100% OF UNHOUSED RESIDENTS REFERRED TO AFFORDABLE HOUSING PROVIDERS AND 100% OF PARTICIPANTS RECEIVING COACHING AND MENTORING SERVICES. 926124 27005 7697 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.WE OFFER 90-DAY INTENSIVE AND SUPPORTIVE SUBSTANCE USE TREATMENT WITH EVIDENCE-BASED INDIVIDUAL AND GROUP COUNSELING INTERVENTIONS AND SUPPORTIVE AND SOBER COACHING SERVICES. WE SERVE 2,000 HOUSTONIANS EXITING THE CRIMINAL JUSTICE SYSTEM OR LACKING HEALTH INSURANCE ANNUALLY, WITH 60% SUCCESSFULLY COMPLETING THEIR TREATMENT PROGRAM. 6208066 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 1 210 0 1 76 1 0 0 0 0 0 0 0 0 0 0 X 15 15 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 ANN LIBERMAN MEMBER 1.00 X 0 0 0 MONIQUE DA SANT-CRAWFORD MEMBER 1.00 X X 0 0 0 BRENT SUTTON TREASURER 1.00 X 0 0 0 ROBERT P YOUNG MEMBER 1.00 X 0 0 0 CHELSEA BAIL-BOOKER MEMBER 1.00 X 0 0 0 COURTNEY BLACKBURN MEMBER 1.00 X 0 0 0 DARRELL ANDERSON VICE CHAIR 1.00 X 0 0 0 ELIJAH J WILLIAMS MEMBER 1.00 X 0 0 0 GIA LOTT MEMBER 1.00 X 0 0 0 ANASTHASIA JONES MEMBER 1.00 X X 0 0 0 JAQUELINE WATSON BOARD CHAIR 1.00 X 0 0 0 KEVIN MCCARTHY MEMBER 1.00 X 0 0 0 KIM SCATES 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 EXECUTIVE OFFICER 40.00 X X 165000 0 0 STEFANIE QUINTELA VP OF PROGRAMS 40.00 X 110000 0 0 275000 0 0 2 0 1 0 0 106538 5822897 973963 6903398 EMPLOYMENT SERVICES 561300 75978 75978 TREATMENT SERVICES 624100 7697 7697 83675 3500 3500 27927 0 27927 27927 27927 0 106538 114907 -114907 -114907 6903593 83675 0 -83480 2102193 2102193 165000 150281 14719 3157650 2875964 281686 511 448 63 299821 263033 36788 294164 258070 36094 5207 1925 2552 730 46750 17286 22913 6551 195534 72298 95834 27402 38384 225 38159 263024 157479 103204 2341 237384 148897 88487 52628 48760 3793 75 21716 2222 19494 110429 110429 115590 115590 92189 5642 86547 EQUIPMENT RENTAL/MAINTE 126387 95292 30794 301 MISCELLANEOUS EXPENSE 25225 6120 9347 9758 BANK FEES 17307 17307 ASSISTANCE TO INDIVIDUA 16827 16827 5859 1931 3928 7389779 6208066 1134555 47158 539403 367199 10751 11008 1632306 1093245 5103 16407 16348 104366 4275897 1257043 3133417 3018854 168690 108947 5506018 4720026 680031 301847 1424558 1502936 2104589 1804783 X 3024691 2699755 376738 215488 3401429 2915243 5506018 4720026 -486186 0 X 0 1 X 1 1 1 X 6170686 8257781 9288390 8553494 6903398 39173749 6170686 8257781 9288390 8553494 6903398 39173749 39173749 3856 61526 24354 28565 31427 149728 494542 -24970 469572 39793049 354081 0.98440 0.98350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 618438 618438 3435165 1229236 2205929 222294 27807 194487 3018854 LINE OF CREDIT 40839 ST OPERATING LEASE LIABILITIES 38329 SHORT TERM OPERATING LEASE LIABILIT 52870 NOTES PAYABLE 1370898 1502936 X 7030927 12427 114907 127334 6903593 0 6903593 7517113 12427 114907 127334 7389779 0 7389779 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 2024 AND 2023. 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, 2025 AND 2024, 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 114,907. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 114,907. PICNIC AT THE POLO CLUB 76315 76315 76898 GOLF TOURNAMENT 30223 30223 38009 106538 106538 114907 114907 -114907 1 ASSISTANCE TO INDIVIDUALS 1085 2102193 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 NKECHI AGWUENU CHIEF EXECUTIVE OFFICER 165000 0 0 0 0 0 0 0 0 0 165000 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.