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Nonprofiteer
← FIRST PLACE AZ

Form 990 for tax year 2025

Filed by FIRST PLACE AZ.

Totals

Total revenue
$9,720,971
Total expenses
$10,939,361
Contributions and grants received
$6,955,501
Grants paid
$4,877,488
Program service revenue
$2,511,713
Investment income
$250,941
Other revenue
$2,816
Total assets, end of year
$14,372,042
Total liabilities, end of year
$1,485,136
Net assets or fund balances, end of year
$12,886,906
Program services expenses (Part IX)
$9,828,323
Management and general expenses
$820,512
Fundraising expenses
$290,526
Program service expenses (Part III)
$9,828,323

Program services were 89.8% 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

    $104,025

  • 1f · All other contributions, gifts and grants

    $6,851,476

  • 1g · Noncash contributions included above

    $114,437

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

    total $2,211,589 · related or exempt $2,211,589

  • 2b · Program service revenue: MANAGEMENT FEE

    total $119,405 · related or exempt $119,405

  • 2c · Program service revenue: CONSULTING REVENUE

    total $111,745 · related or exempt $111,745

  • 2d · Program service revenue: SYMPOSIUM

    total $48,714 · related or exempt $48,714

  • 2e · Program service revenue: LICENSING CURRICULUM

    total $20,260 · related or exempt $20,260

  • 3 · Investment income

    total $224,863 · excluded $224,863

  • 7a · Gross sales of assets other than inventory

    securities $1,208,475 · other assets $21,500

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

    securities $1,203,897 · other assets $0

  • 7c · Gain or loss

    securities $4,578 · other assets $21,500

  • 7d · Net gain or loss

    total $26,078 · excluded $26,078

  • 11a · Other revenue: OTHER INCOME

    total $2,816 · excluded $2,816

  • 11e · Other revenue, total

    $2,816

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,869,788 · program services $4,869,788

  • 2 · Grants to domestic individuals

    total $7,700 · program services $7,700

  • 5 · Compensation of officers, directors and key employees

    total $651,551 · program services $377,376 · management and general $205,195 · fundraising $68,980

  • 7 · Other salaries and wages

    total $2,080,242 · program services $1,691,102 · management and general $221,680 · fundraising $167,460

  • 8 · Pension plan contributions

    total $42,094 · program services $33,053 · management and general $5,867 · fundraising $3,174

  • 9 · Other employee benefits

    total $175,602 · program services $136,226 · management and general $25,986 · fundraising $13,390

  • 10 · Payroll taxes

    total $209,234 · program services $158,744 · management and general $32,542 · fundraising $17,948

  • 11b · Fees: legal

    total $37,519 · program services $29,662 · management and general $7,857

  • 11c · Fees: accounting

    total $43,434 · management and general $43,434

  • 11f · Fees: investment management

    total $10,052 · management and general $10,052

  • 11g · Fees: other

    total $294,360 · program services $287,065 · management and general $4,702 · fundraising $2,593

  • 12 · Advertising and promotion

    total $62,894 · program services $10,870 · management and general $52,024

  • 13 · Office expenses

    total $60,338 · program services $12,290 · management and general $48,048

  • 14 · Information technology

    total $166,309 · program services $74,635 · management and general $84,965 · fundraising $6,709

  • 16 · Occupancy

    total $1,644,726 · program services $1,631,734 · management and general $12,992

  • 17 · Travel

    total $40,935 · management and general $30,700 · fundraising $10,235

  • 20 · Interest

    total $42,193 · program services $37,681 · management and general $4,475 · fundraising $37

  • 21 · Payments to affiliates

    total $30,251 · program services $30,251

  • 22 · Depreciation, depletion and amortization

    total $62,390 · program services $54,669 · management and general $7,721

  • 23 · Insurance

    total $22,861 · program services $589 · management and general $22,272

  • 24a · Other expenses: SYMPOSIUM

    total $133,666 · program services $133,666

  • 24b · Other expenses: OTHER

    total $105,833 · program services $105,833

  • 24c · Other expenses: COMMUNITY LIFE EVENTS

    total $83,625 · program services $83,625

  • 24d · Other expenses: RESEARCH

    total $35,800 · program services $35,800

  • 24e · All other expenses

    total $25,964 · program services $25,964

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $463,487 · end of year $1,146,688

  • 2 · Savings and temporary cash investments

    beginning of year $3,827,328 · end of year $687,052

  • 3 · Pledges and grants receivable

    beginning of year $1,356,792 · end of year $1,146,087

  • 4 · Accounts receivable

    beginning of year $75,554 · end of year $59,987

  • 7 · Other notes and loans receivable

    beginning of year $10,633,600 · end of year $9,783,600

  • 9 · Prepaid expenses and deferred charges

    beginning of year $27,363 · end of year $46,414

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

    $984,502

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

    $711,482

  • 10c · Land, buildings and equipment, net

    beginning of year $118,282 · end of year $273,020

  • 12 · Investments: other securities

    beginning of year $1,865,062 · end of year $978,570

  • 13 · Investments: program-related

    beginning of year $215,674 · end of year $250,624

  • 17 · Accounts payable and accrued expenses

    beginning of year $551,818 · end of year $369,270

  • 19 · Deferred revenue

    beginning of year $126,486 · end of year $17,985

  • 22 · Loans and payables to officers and key people

    beginning of year $3,800,000 · end of year $948,583

  • 25 · Other liabilities

    beginning of year $131,150 · end of year $149,298

  • 27 · Net assets without donor restrictions

    beginning of year $11,804,408 · end of year $11,184,068

  • 28 · Net assets with donor restrictions

    beginning of year $2,169,280 · end of year $1,702,838

Mission and programs · 2025

Mission

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.

  • THE TRANSITION ACADEMY OFFERS A TWO-YEAR RESIDENTIAL CAREER-READINESS AND LIFE SKILLS PROGRAM THAT INCLUDES LEARN4INDEPENDENCE, A COMPREHENSIVE 32-COURSE CURRICULUM THAT FIRST PLACE ALSO LICENSES THROUGHOUT NORTH AMERICA. CLASSES ARE TAUGHT BY CLINICAL PARTNER AND SISTER NONPROFIT SOUTHWEST AUTISM RESEARCH & RESOURCE CENTER (SARRC), CO-FOUNDED BY FIRST PLACE AZ FOUNDER & PRESIDENT/CEO DENISE D. RESNIK.

    Expenses $563,978 · Grants $42,700 · Revenue $517,744

  • APARTMENTS: THE APARTMENTS COMPRISE 67 STUDIO, ONE-, TWO- AND FOUR-BEDROOM UNITS, AND INCLUDE SUPPORTIVE SERVICES/PROGRAMMING FOR RESIDENTS WITH AUTISM AND/OR INTELLECTUAL/DEVELOPMENTAL DISABILITIES. STAFF ARE TRAINED TO HELP RESIDENTS WITH INDEPENDENT LIVING SKILLS THROUGH EMPLOYMENT READINESS, COMMUNITY LIFE, HEALTH AND WELLNESS, AND HOUSEHOLD MANAGEMENT.

    Expenses $2,360,981 · Revenue $1,809,437

  • 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 2025, GLI EMBARKED ON A NEW WORKPLACE AND WORKFORCE DEVELOPMENT PROGRAM THROUGH FIRST PLACE AZ.

    Expenses $2,068,576 · Revenue $184,532

  • DURING 2025, FPAZ COMPLETED AN UNWINDING OF ITS NEW MARKET TAX CREDIT FINANCING PROGRAM RESULTING IN A NET GAIN OF APPROXIMATELY $4,877,000. BECAUSE THE FINANCING PROGRAM WAS FOR THE CONSTRUCTION OF REAL PROPERTY OWNED BY FIRST PLACE PHOENIX, CATALINA (FPPC), THE FPAZ BOARD OF DIRECTORS FORGAVE AN INTERCOMPANY LOAN FROM FPPC IN AN AMOUNT APPROXIMATING THE GAIN THEREBY RESULTING IN A GRANT TO FPPC.

    Expenses $4,834,788 · Grants $4,834,788

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DENISE D RESNIK

    FOUNDER, PRESIDENT & CEO

    Total calculated
    $319,937
    From this org
    $290,048
    From related orgs
    $0
    Other
    $29,889
    Hours/week
    50 + 20 related

    Schedule J breakdown matched by us

    Base
    $267,123
    Bonus
    $22,925
    Other
    $0
    Deferred
    $8,741
    Nontaxable benefits
    $21,148
    Filer's total
    $319,937

  • HOWARD SOBELMAN

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • GREG WELLS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • MARY-SARA GORDON JONES

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • JUAN SALGADO

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • KATHY HANCOCK - SECRETARY

    THEN DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BRUCE SCHWARTZ - TREASURER

    THEN DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • AMIT BASAK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • EVELYN CASUGA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DR OLIVER HARPER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • PENNY PFAELZER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JOSE RIVERA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LORENZO ROMERO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • STUART SAVITZ - VICE CHAIR

    THEN DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KAREN STARBOWSKI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL TRAILOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • NANCY OTTMANN

    COO

    Total calculated
    $231,768
    From this org
    $216,563
    From related orgs
    $0
    Other
    $15,205
    Hours/week
    54 + 9 related

    Schedule J breakdown matched by us

    Base
    $199,775
    Bonus
    $16,788
    Other
    $0
    Deferred
    $6,541
    Nontaxable benefits
    $8,664
    Filer's total
    $231,768

  • CHUCK HEIMERDINGER

    CFO

    Total calculated
    $99,846
    From this org
    $99,846
    From related orgs
    $0
    Other
    $0
    Hours/week
    20 + 4 related

  • BRAD HERRON-VALENZUELA

    MANAGING DIRECTOR

    Total calculated
    $108,827
    From this org
    $104,812
    From related orgs
    $0
    Other
    $4,015
    Hours/week
    40

  • TOM ORTEGA

    DIRECTOR OF MULZET CENTER

    Total calculated
    $121,900
    From this org
    $119,252
    From related orgs
    $0
    Other
    $2,648
    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
  • 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
  • 6a · Pay contingent on this organization's net earnings
  • 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 7
DURING 2025, THE ORGANIZATION PROVIDED BONUS COMPENSATION TO ITS CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER PURSUANT TO BONUS ARRANGEMENTS THAT WERE ENTIRELY DISCRETIONARY.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • TWAIN INVESTMENT FUND 165 LLC

    NMTC LOAN HOLDER · MO · income $0 · assets $0

    Directly controlled by FIRST PLACE AZ

Provenance

Return type
form_990
Tax year
2025
IRS schema version
2025v4.2
Source object
202632609349301868

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