Skip to content
Nonprofiteer
← FIRST PLACE AZ

Form 990 for tax year 2023

Filed by FIRST PLACE AZ.

Totals

Total revenue
$6,565,633
Total expenses
$5,101,687
Contributions and grants received
$3,527,523
Grants paid
$55,455
Program service revenue
$2,751,755
Investment income
$285,565
Other revenue
$790
Total assets, end of year
$18,385,795
Total liabilities, end of year
$5,607,196
Net assets or fund balances, end of year
$12,778,599
Program services expenses (Part IX)
$4,273,517
Management and general expenses
$582,915
Fundraising expenses
$245,255
Program service expenses (Part III)
$4,273,517

Program services were 83.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $600,711

  • 1f · All other contributions, gifts and grants

    $2,926,812

  • 1g · Noncash contributions included above

    $5,883

  • 2a · Program service revenue: PROGRAM RENTS & FEES

    total $2,366,688 · related or exempt $2,366,688

  • 2b · Program service revenue: CONSULTING REVENUE

    total $126,198 · related or exempt $126,198

  • 2c · Program service revenue: LICENSING CURRICULUM

    total $118,000 · related or exempt $118,000

  • 2d · Program service revenue: MANAGEMENT FEE

    total $112,551 · related or exempt $112,551

  • 2e · Program service revenue: SYMPOSIUM

    total $28,318 · related or exempt $28,318

  • 3 · Investment income

    total $294,625 · excluded $294,625

  • 7b · Less cost or other basis and sales expenses

    securities $9,060

  • 7c · Gain or loss

    securities -$9,060

  • 7d · Net gain or loss

    total -$9,060 · excluded -$9,060

  • 11a · Other revenue: OTHER INCOME

    total $790 · excluded $790

  • 11e · Other revenue, total

    $790

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $38,000 · program services $38,000

  • 2 · Grants to domestic individuals

    total $17,455 · program services $17,455

  • 5 · Compensation of officers, directors and key employees

    total $510,747 · program services $285,521 · management and general $163,273 · fundraising $61,953

  • 7 · Other salaries and wages

    total $1,652,194 · program services $1,373,400 · management and general $134,830 · fundraising $143,964

  • 8 · Pension plan contributions

    total $25,016 · program services $22,328 · management and general $700 · fundraising $1,988

  • 9 · Other employee benefits

    total $118,304 · program services $95,887 · management and general $11,997 · fundraising $10,420

  • 10 · Payroll taxes

    total $161,099 · program services $124,156 · management and general $21,699 · fundraising $15,244

  • 11b · Fees: legal

    total $12,385 · management and general $12,385

  • 11c · Fees: accounting

    total $33,486 · management and general $33,486

  • 11f · Fees: investment management

    total $11,826 · management and general $11,826

  • 11g · Fees: other

    total $243,427 · program services $229,395 · management and general $8,245 · fundraising $5,787

  • 12 · Advertising and promotion

    total $73,293 · program services $53,543 · management and general $19,750

  • 13 · Office expenses

    total $63,518 · program services $10,479 · management and general $53,039

  • 14 · Information technology

    total $99,375 · program services $33,643 · management and general $59,833 · fundraising $5,899

  • 16 · Occupancy

    total $1,429,138 · program services $1,428,083 · management and general $1,055

  • 17 · Travel

    total $38,848 · program services $22,922 · management and general $15,926

  • 19 · Conferences, conventions and meetings

    total $7,136 · management and general $7,136

  • 20 · Interest

    total $93,864 · program services $93,864

  • 22 · Depreciation, depletion and amortization

    total $56,252 · program services $50,483 · management and general $5,769

  • 23 · Insurance

    total $21,966 · management and general $21,966

  • 24a · Other expenses: OTHER

    total $192,840 · program services $192,840

  • 24b · Other expenses: COMMUNITY LIFE EVENTS

    total $79,457 · program services $79,457

  • 24c · Other expenses: RESEARCH

    total $65,209 · program services $65,209

  • 24d · Other expenses: SYMPOSIUM

    total $56,406 · program services $56,406

  • 24e · All other expenses

    total $446 · program services $446

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $491,998 · end of year $625,094

  • 2 · Savings and temporary cash investments

    beginning of year $2,657,595 · end of year $4,013,228

  • 3 · Pledges and grants receivable

    beginning of year $1,149,768 · end of year $1,147,178

  • 4 · Accounts receivable

    beginning of year $29,115 · end of year $40,925

  • 7 · Other notes and loans receivable

    beginning of year $10,633,600 · end of year $10,633,600

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,443 · end of year $26,454

  • 10a · Land, buildings and equipment: cost or other basis

    $282,103

  • 10b · Land, buildings and equipment: accumulated depreciation

    $207,735

  • 10c · Land, buildings and equipment, net

    beginning of year $97,987 · end of year $74,368

  • 12 · Investments: other securities

    beginning of year $1,477,725 · end of year $1,673,854

  • 13 · Investments: program-related

    beginning of year $113,094 · end of year $151,094

  • 17 · Accounts payable and accrued expenses

    beginning of year $437,471 · end of year $423,658

  • 19 · Deferred revenue

    beginning of year $15,917 · end of year $60,338

  • 22 · Loans and payables to officers and key people

    beginning of year $5,000,000 · end of year $5,000,000

  • 25 · Other liabilities

    beginning of year $121,969 · end of year $123,200

  • 27 · Net assets without donor restrictions

    beginning of year $8,454,445 · end of year $10,930,297

  • 28 · Net assets with donor restrictions

    beginning of year $2,630,523 · end of year $1,848,302

Mission and programs · 2023

Mission

FOSTER A SUPPORTIVE, SUSTAINABLE COMMUNITY WHERE ADULTS WITH AUTISM AND OTHER NEURODIVERSITIES LIVE AND THRIVE WITH PRIDE, PURPOSE AND ENDLESS POSSIBILITIES. OUR VISION IS TO ENSURE HOUSING, HEALTHCARE AND COMMUNITY OPTIONS ARE AS BOUNTIFUL FOR THIS POPULATION AS THEY ARE FOR EVERYONE ELSE.

Activities or mission (Part I)

SETS THE STANDARD FOR DEVELOPING COMMUNITIES THAT INTEGRATE ADULTS WITH AUTISM AND SPECIAL ABILITIES INTO THE FABRIC OF SOCIETY THROUGH HOUSING, HEALTHCARE, EDUCATION, EMPLOYMENT, SUPPORTIVE SYSTEMS, & CULTURE.

  • 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.

    Expenses $2,191,627 · Revenue $2,068,676

  • 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.

    Expenses $1,428,920 · Revenue $274,391

  • 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.

    Expenses $652,970 · Grants $55,455 · Revenue $408,688

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Denise Resnik

    FOUNDER, PRESIDENT & CEO

    Total calculated
    $309,768
    From this org
    $286,148
    From related orgs
    $0
    Other
    $23,620
    Hours/week
    50 + 20 related

    Schedule J breakdown matched by us

    Base
    $269,698
    Bonus
    $16,450
    Other
    $0
    Deferred
    $8,598
    Nontaxable benefits
    $15,022
    Filer's total
    $309,768

  • Howard Sobelman

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Joyce Millard Hoie

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Kathy Hancock

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Bruce Schwartz

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Amit Basak

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Greg Wells

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Juan Salgado

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Lorenzo Romero

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Michael McQueen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Michael Trailor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Paul Penzone

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Stuart Savitz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Amy Pawlowski

    DIRECTOR (THRU 6/14/23)

    Total calculated
    $0
    Hours/week
    2

  • Nancy Ottmann

    COO

    Total calculated
    $200,980
    From this org
    $187,768
    From related orgs
    $0
    Other
    $13,212
    Hours/week
    54 + 9 related

    Schedule J breakdown matched by us

    Base
    $178,499
    Bonus
    $9,269
    Other
    $0
    Deferred
    $5,701
    Nontaxable benefits
    $7,511
    Filer's total
    $200,980

  • Michael Stoffey

    DIRECTOR OF FINANCE

    Total calculated
    $55,429
    From this org
    $51,625
    From related orgs
    $0
    Other
    $3,804
    Hours/week
    34 + 6 related

  • Maureen Casey

    DR. OF CENTER FOR APPLIED RESEARCH

    Total calculated
    $127,125
    From this org
    $100,289
    From related orgs
    $0
    Other
    $26,836
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 6a · Pay contingent on this organization's net earnings
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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 2023 BONUS PLAN FOR THE CEO AND COO WAS CONTINGENT ON THE NET OPERATING RESULTS OF THE ORGANIZATION.
PART I, LINE 7
THE 2023 BONUS PLAN FOR THE CEO AND COO WAS CONTINGENT ON THE OCCUPANCY OF THE FIRST PLACE TRANSITION ACADEMY AND APARTMENTS PROGRAMS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
30 August 2024
IRS schema version
2023v5.1
Source object
202412479349300901

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.