2022-11-14T16:42:11-06:00 2021-12-31 363990892 Capin Crouse LLP 2435 Research Parkway STE 200 Colorado Springs CO 80920 990 2021-01-01 204648043 Phoenix Multisport Inc PHOE 7204409175 2239 Champa St Denver CO 80205 Matt Buchanan Financial Controller 7204409175 2022-11-14 1 Matt Buchanan 999009999 Ashley Peabody P01385870 5055022746 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z The Phoenix Scott Strode 2239 Champa St Denver CO 80205 15717787 0 X www.thephoenix.org X 2006 CO Provide activities for persons recovering from substance abuse. 8 7 137 541 0 0 10720956 15549268 236121 108707 6263 5826 2122 19093 10965462 15682894 0 0 0 0 5622405 8050378 48156 40000 838982 3120466 4811922 8791027 12902300 2174435 2780594 14508335 17637845 4151984 4500900 10356351 13136945 X See Schedule O 0 0 9965899 102976 Phoenix Multisport, Inc. (dba "The Phoenix") is an innovative nonprofit organization that helps anyone impacted by substance use heal by leveraging the intrinsic transformative power of social connection and activity. Through group fitness, meditation, running, climbing, hiking, music, book clubs, and other meaningful activities, The Phoenix combats the isolation, shame, and hopelessness that often surround substance use and perpetuate relapse. Events at The Phoenix are free to anyone with at least 48 hours of continuous sobriety. In 2021, The Phoenix produced its greatest year of growth to-date. Investments in technology, building awareness, and the execution of an effective volunteer strategy catalyzed over 27,000 new participants to join the movement, (continued on Sch O)bringing the total number served since inception to over 77,000. Virtual programs, originally deployed in response to Covid-19 limitations, persisted as a major driver of impact, even as the country began to allow more in-person activities. The Phoenix also released a new mobile App designed to connect participants to meaningful sober activities and community. In Q4 alone, the App drove thousands of new participants to life-changing programming and connected peers in recovery and supporters on a digital platform. The Phoenix's renewed strategy around volunteer activation and the cultivation of a high impact volunteer network, generated over 530 volunteers who led over 6,320 sober Phoenix events across the country. Peer recovery support programs offered by The Phoenix help people stay engaged in the recovery process and reduce the likelihood of relapse. 9965899 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 90 0 1 137 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CO FL GA IL KS MA MD MI MN NC NH NJ NY OR PA RI TN UT VA WI X Matt Buchanan 7204409175 2239 Champa St Denver CO 80205 Scott Strode President/Executive Director 40.00 X X 193552 0 5159 Susan Broderick Board Chair 1.00 X X 0 0 0 Mark Gaylord Board Member (part year) 1.00 X 0 0 0 Don Fertman Board Member 1.00 X 0 0 0 Greg Sheindlin Board Member 1.00 X 0 0 0 Don Chapman Board Member (part year) 1.00 X 0 0 0 David Gann Board Member 1.00 X 0 0 0 Lorna Donatone Board Member 1.00 X 0 0 0 Alan Vorwald Board Member 1.00 X 0 0 0 Lauren McCann Board Member 1.00 X 0 0 0 Jessica Morgan Chief Legal Officer & Secretary 40.00 X 185166 0 12274 Matt Buchanan Corporate Controller/Treasurer 40.00 X 59702 0 2605 Justin Stootsberry Corporate Controller/Treasurer (part year) 40.00 X 19325 0 550 Jacki Hillios Deputy Executive Director 40.00 X 165431 0 2423 Zach Sloan Director of Strategy and Operations 40.00 X 149080 0 8452 Edwin Chen Director of Marketing 40.00 X 130628 0 8863 Gavin Young Partnerships Manager 40.00 X 120000 0 2768 Dana Smith Engagement Director 40.00 X 112678 0 8716 1135562 0 51810 7 0 1 0 Human Design LLC 2440 Junction Place Suite 200 Boulder CO 80301 Marketing and brand services 621395 Five Minutes Studio Inc 134 N 4th Street 2nd floor Brooklyn NY 11249 Software development 434027 Integris 1524 East 37th St Hibbings MN 55746 IT Support 309330 Rize Construction LLC 61 Inverness Drive East Suite 220 Englewood CO 80112 Construction services (remodel) 187323 Salesforce PO Box 39000 San Francisco CA 94139 CRM software provider 151320 5 1685240 13864028 900 15549268 Program Income 900099 108707 108707 108707 5826 5826 29162 34893 -5731 -5731 24824 24824 24824 15682894 102976 0 30650 646187 467405 132187 46595 6400279 4632088 1307356 460835 112843 80944 23585 8314 323025 231744 67491 23790 568044 410882 116202 40960 10829 7833 2215 781 91403 3050 88353 40000 40000 715778 574431 58988 82359 1078512 1042354 32954 3204 303265 270678 14703 17884 300409 228213 53380 18816 386078 356065 22191 7822 412161 302344 80621 29196 5333 4478 855 519206 476772 31375 11059 333799 306518 20171 7110 Training 422254 386736 27488 8030 Equipment 152076 143392 8562 122 Development 60060 28659 151 31250 20759 11313 9446 12902300 9965899 2097419 838982 1842040 4615710 1628106 1607803 97232 121616 48355 16437 129852 226688 13341636 2292045 10762750 11049591 14508335 17637845 445882 611011 2896172 2831244 809930 1058645 4151984 4500900 X 8827174 11019895 1529177 2117050 10356351 13136945 14508335 17637845 2780594 0 X 0 1 X 1 0 X 5245278 5912238 8651398 10720956 15549268 46079138 457687 464450 534362 267729 137869 1862097 5702965 6376688 9185760 10988685 15687137 47941235 1404470 12985 3366 778795 14853 2214469 0 1404470 12985 3366 778795 14853 2214469 45726766 801 5174 16752 6263 5826 34816 801 5174 16752 6263 5826 34816 18473 45674 10250 6782 24824 106003 5722239 6427536 9212762 11001730 15717787 48082054 0.95100 0.91100 0.00070 0.00090 X Schedule A, Part III, Line 12, Explanation of Other Income: Misc Income - 2018 Amount: $ 19,749. 2019 Amount: $ 10,250. 2020 Amount: $ 6,782. 2021 Amount: $ 24,824. Special event fees - 2017 Amount: $ 18,473. 2018 Amount: $ 25,925. Schedule A, Part II Public Support Test The organization is a public charity under section 509(a)(2) and completes Schedule A (Form 990), Part III. The organization has analyzed Schedule A (Form 990), Part II and established that it meets the 33 1/3% public support requirements under sections 509(a)(1) and 170(b)(1)(A)(vi), thus it qualifies to use the first listed special rule for Schedule B (Form 990) reporting. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1500 1500 1500 7 7 1500 1500 22 22 1500 1500 1500 1500 1500 1.00000 0 0 2623248 2623248 8527047 967656 7559391 260201 73817 186384 1552385 874344 678041 378755 376228 2527 11049591 15816127 98340 34893 133233 15682894 0 15682894 13035533 98340 34893 133233 12902300 0 12902300 Part V, Line 4: Proceeds from endowment funds are intended to be used for general operations. Part XI, Line 2d - Other Adjustments: Cost of goods sold 34,893. Part XII, Line 2d - Other Adjustments: Cost of goods sold 34,893. X X X X X X X 1 Jodie Wolin 85 East India Row 31D Boston MA 02110 Fundraising strategy Consulting 0 0 40000 -40000 40000 -40000 CA CO CT FL GA IL KS ME MD MA MN NV NY OR PA RI UT VA MT TX VT Schedule G, Part I, Line 2b, Column (v) Professional fundraising services provided by Jodi Wolin were consulting in nature. Therefore, there are no gross receipts tied directly to her services. X X X 0 0 0 0 0 0 0 0 0 Scott Strode President/Executive Director 193552 0 0 0 0 0 0 0 5159 0 198711 0 0 0 Jessica Morgan Chief Legal Officer & Secretary 185166 0 0 0 0 0 5286 0 6988 0 197440 0 0 0 Jacki Hillios Deputy Executive Director 165431 0 0 0 0 0 2181 0 242 0 167854 0 0 0 Zach Sloan Director of Strategy and Operations 149080 0 0 0 0 0 5821 0 2631 0 157532 0 0 0 Form 990, Part III, Line 1 Mission Statement Phoenix Multisport's mission is to foster a supportive, physically active community for individuals who are recovering from alcohol and substance use and those that choose to live a sober life. Through pursuits like climbing, hiking, running, swimming, road and mountain biking, yoga, strength training, racing and other activities, they seek to help their members develop and maintain the emotional strength they need to stay sober. Phoenix members become part of a community that places value on the future rather than the past. Phoenix Multisport offers the opportunity for social and athletic networking that can lead to long lasting relationships with others who share a commitment to sobriety. Form 990, Part VI, Section B, line 11b Form 990 is prepared by an independent CPA firm and is reviewed in detail by the organization's Treasurer and Secretary for accuracy. The 990 is then reviewed by the organization's board of directors prior to being filed with the IRS. Form 990, Part VI, Section B, line 12c In addition to the annual review and signing of the policy, board members, officers and key employees are required to bring any potential conflicts that arise over the course of the year to the attention of the President/Executive Director or Board Chair. If a conflict of interest is determined to exist, the board member with the conflict would recuse him/herself from any board decision-making process, and the recusal would be reflected in the meeting minutes. Form 990, Part VI, Section B, line 15 15a - The board of directors determine appropriate compensation for the organization's President/Executive Director. In determining compensation for the President/Executive Director, comparability data is referenced. The board of directors review the comparability data, and discuss and approve compensation. Compensation decisions are documented in the board minutes. 15b - The compensation for other officers, key employees and senior staff is determined on an annual basis by the President/Executive Director using comparable data. The deliberation and decision process is documented. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.