PHOENIX COMMUNITY DEVELOPMENT AND INVESTMENT CORPORATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PHOENIX COMMUNITY DEVELOPMENT AND INVESTMENT CORPORATION (EIN 35-2175243)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202143169349309574
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T14:35:50-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943108253 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVOGRADAC & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 E OCEAN BLVD SUITE 600 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352175243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIX COMMUNITY DEVELOPMENT AND | BusinessNameLine1Txt |
| Business Name Line2 | INVESTMENT CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHOE | BusinessNameControlTxt |
| Phone | 6022626242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 W WASHINGTON STREET 9TH FLOOR | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUAN SALGADO | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 6022626242 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JUAN | PersonFirstNm |
| Person Last | SALGADO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM A LETSINGER | PreparerPersonNm |
| PTIN | P00478303 | PTIN |
| Phone | 5624329482 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JUAN SALGADO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 W WASHINGTON STREET 9TH FLOOR | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,693,317 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PCDIC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | TO ALLEVIATE POVERTY AND COMBAT COMMUNITY DETERIORATION THROUGH SERVING OR PROVIDING INVESTMENT CAPITAL FOR QUALIFIED LOW-INCOME COMMUNITIES THROUGH COMMUNITY DEVELOPMENT ENTITIES IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 45D AND THE TREASURY REGULATIONS THEREUNDER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $355,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $180,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,914,659 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $427,681 | CYProgramServiceRevenueAmt |
| PY Investment Income | $683,815 | PYInvestmentIncomeAmt |
| CY Investment Income | $516,692 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,000 | PYOtherRevenueAmt |
| CY Other Revenue | $3,568,944 | CYOtherRevenueAmt |
| PY Total Revenue | $2,956,474 | PYTotalRevenueAmt |
| CY Total Revenue | $4,693,317 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $165,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,311,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $861,086 | PYOtherExpensesAmt |
| CY Other Expenses | $731,872 | CYOtherExpensesAmt |
| PY Total Expenses | $1,026,086 | PYTotalExpensesAmt |
| CY Total Expenses | $3,042,872 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,930,388 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,650,445 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $34,334,158 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,272,976 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $63,995 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,250 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,270,163 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,225,726 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ALLEVIATE POVERTY AND COMBAT COMMUNITY DETERIORATION THROUGH SERVING OR PROVIDING INVESTMENT CAPITAL FOR QUALIFIED LOW-INCOME COMMUNITIES THROUGH COMMUNITY DEVELOPMENT ENTITIES IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 45D AND THE TREASURY REGULATIONS THEREUNDER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $231,116 | ExpenseAmt |
| Revenue | $3,996,625 | RevenueAmt |
| Desc | NEW MARKETS TAX CREDIT LOAN PROGRAM - TO ATTRACT AND PROVIDE FUNDS FOR PROJECTS THAT WILL IMPROVE THE QUALITY OF LIFE OF THOSE INDIVIDUALS WHO LIVE AND WORK IN UNDERSERVED AREAS OF THE COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $49,525 | ExpenseAmt |
| Desc | NON-NEW MARKETS SMALL BUSINESS LOANS TO BUSINESSES THAT WOULD NOT QUALIFY FOR TRADITIONAL LENDING, DESIGNED TO ASSIST IN THOSE COMMUNITIES THAT WE SERVE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,360,525 | ExpenseAmt |
| Grant | $2,311,000 | GrantAmt |
| Desc | COLLEGE AND UNIVERSITY SCHOLARSHIP GRANTS FOR TUITION AND OTHER COSTS ARE AWARDED FOR UP TO 4 YEARS TO PRIMARILY LMI STUDENTS, A MAJORITY OF WHOM ARE FIRST-GENERATION COLLEGE STUDENTS. ADDITIONALLY, PCDIC PROVIDED COVID-19 FINANCIAL RELIEF GRANTS TO SMALL BUSINESSES AND NONPROFITS IN LMI AREAS OF MARICOPA COUNTY, AS WELL AS GRANTS TO LOCAL NONPROFITS FOR PROJECTS IN LMI AREAS SUPPORTING AFFORDABLE HOUSING, COMMUNITY/ECONOMIC DEVELOPMENT, HEALTH INNOVATION, AND YOUTH & FAMILY DEVELOPMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,641,166 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIX COMMUNITY DEVELOPMENT AND INVESTMENT CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6022626242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 W WASHINGTON STREET 9TH FLOOR | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MILTON DOHONEY | ||||||
| BOARD MEMBER, CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PHILLIP BREIDENBACH | ||||||
| BOARD MEMBER, TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GWENDOLYN RELF | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KURT SHEPPARD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN CHAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIANA YAZZIE DEVINE | ||||||
| BOARD MEMBER, SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JUAN SALGADO | ||||||
| CHIEF EXECUTIVE OFFICER | 10.00 | Yes (X) | $0 | $0 | $0 | |
| GINGER SPENCER | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIX IDA | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3352 E CAMELBACK RD | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMENT SERVICES | ServicesDesc |
| Compensation | $600,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $180,000 | AllOtherContributionsAmt |
| Total Contributions | $180,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ASSET MANAGEMENT FEE | 523920 | $380,513 | $380,513 |
| LOAN SERVICING FEE | 523920 | $47,166 | $47,166 |
| PROGRAM RELATED INVEST | 523920 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $427,681 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $516,692 | TotalRevenueColumnAmt |
| Exclusion | $516,692 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $3,531,035 | $3,531,035 |
| MISCELLANEOUS INCOME | 900099 | $37,909 | $37,909 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,568,944 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,693,317 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,996,625 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $516,692 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,311,000 | TotalAmt |
| Program Services | $2,311,000 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600,000 | TotalAmt |
| Program Services | $330,000 | ProgramServicesAmt |
| Management And General | $270,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,196 | TotalAmt |
| Management And General | $15,196 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,000 | TotalAmt |
| Management And General | $12,000 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,927 | TotalAmt |
| Management And General | $96,927 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166 | TotalAmt |
| Program Services | $166 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153 | TotalAmt |
| Management And General | $153 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,532 | TotalAmt |
| Management And General | $2,532 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Total | $4,898 | TotalAmt |
| Management And General | $4,898 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,042,872 | TotalAmt |
| Program Services | $2,641,166 | ProgramServicesAmt |
| Management And General | $401,706 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,475,482 | BOYAmt |
| EOY | $31,851,370 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,408 | BOYAmt |
| EOY | $475,414 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,671,746 | BOYAmt |
| EOY | $3,941,984 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,522 | BOYAmt |
| EOY | $4,208 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,334,158 | BOYAmt |
| EOY | $36,272,976 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,995 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $47,250 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,995 | BOYAmt |
| EOY | $47,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,011,690 | BOYAmt |
| EOY | $35,394,753 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,258,473 | BOYAmt |
| EOY | $830,973 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,270,163 | BOYAmt |
| EOY | $36,225,726 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,334,158 | BOYAmt |
| EOY | $36,272,976 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,650,445 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $305,118 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $105,429 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $105,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $636,284 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $355,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $180,000 | CurrentTaxYearAmt |
| Total | $1,382,142 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $263,826 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $331,404 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $168,803 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,933 | CurrentTaxYearAmt |
| Total | $937,959 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $369,255 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $436,833 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $805,087 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $422,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $285,933 | CurrentTaxYearAmt |
| Total | $2,320,101 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $735,832 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,584,269 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $210,721 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $213,955 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $493,750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $586,674 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $457,543 | CurrentTaxYearAmt |
| Total | $1,962,643 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,282,744 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $18,338,958 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.36990 | PublicSupportCY170Pct |
| Public Support PY170 | 0.40100 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $5,104,215 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $105,933 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $304,965 | OtherRevenueAmt |
| Revenue Not Reported | $410,898 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,693,317 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,693,317 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,148,652 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $105,933 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $105,933 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,042,719 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $153 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $153 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,042,872 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FLOW-THROUGH INCOME/LOSS FROM INVESTMENTS -70,148. UNREALIZED GAINS/LOSSES 375,113. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | AMORTIZATION EXPENSE 153. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARIZONA COVID-19 COMMUNITY RESPONSE FUND | |||||||||||
| 2201 E CAMELBACK ROAD SUITE 405B | PHOENIX | AZ | 85016 | 860348306 | $1,100,000 | $0 | N/A | N/A | PROVIDED ASSISTANCE TO HELP NONPROFITS IN PHOENIX IMPACTED BY THE PANDEMIC - GRANTS DISTRIBUTED THROUGH ACF. | ||
| LOCAL FIRST SMALL BUSINESS RELIEF FUND | |||||||||||
| $100,000 | $0 | N/A | N/A | PROVIDED ASSISTANCE TO HELP SMALL BUSINESSES IMPACTED BY THE PANDEMIC. | |||||||
| A NEW LEAF | |||||||||||
| 868 E UNIVERSITY DRIVE | MESA | AZ | 85203 | 860256667 | $15,000 | $0 | N/A | N/A | FUNDING TO EQUIP COMPUTER LABS WITH UPDATED DESDTOP COMPUTERS AT WORKFORCE DEVELOPMENT LOCATIONS. | 501(C)(3) | |
| ARIZONA CAREER PATHWAYS | |||||||||||
| 108 NORTH 40TH STREET SOUTH | PHOENIX | AZ | 85034 | 274590173 | $25,000 | $0 | N/A | N/A | FUNDING USED TO ENROLL AND SUPPORT 50 PARTICIPANTS IN THE EXPANDING CAREER PATHWAYS FOR METRO PHX. PROGRAM. | 501(C)(3) | BUILDING ROOM 1146 |
| BE A LEADER FOUNDATION | |||||||||||
| 1717 W NORTHERN AVENUE SUITE 116 | PHOENIX | AZ | 85021 | 550850279 | $25,000 | $0 | N/A | N/A | FUNDING TO ENHANCE THE BE A LEADER INSTITUTE HIGH SCHOOL PROGRAM AND CLUB NETWORK. | 501(C)(3) | |
| BIG BROTHERS BIG SISTERS OF CENTRAL ARIZONA | |||||||||||
| 4745 N 7TH ST SUITE 210 | PHOENIX | AZ | 85014 | 742551676 | $12,500 | $0 | N/A | N/A | FUNDING TO SUPPORT THE BIG FUTURE SUCCESS PROGRAM. | 501(C)(3) | |
| BOYS & GIRLS CLUBS OF EAST VALLEY METRO PHOENIX | |||||||||||
| 4309 E BELLEVIEW ST BLDG 14 | PHOENIX | AZ | 85008 | 860550646 | $25,000 | $0 | N/A | N/A | FUNDING WILL BE USED TO PROVIDE TUTORING SERVICES, CONDUCT STEM EDUCATIONAL ACTIVITIES AND PURCHASE CURRICULUM. | 501(C)(3) | |
| CAMP COLLEY FOUNDATION | |||||||||||
| 216 W PORTLAND ST | PHOENIX | AZ | 85003 | 161706639 | $22,500 | $0 | N/A | N/A | FUNDING WILL COVER COSTS ASSOCIATED WITH PROGRAM DESIGN, DEVELOOPMENT, MARKETING AND EVALUATION OF ENVIRONMENTAL SCIENCE PROGRAM. | 501(C)(3) | |
| CENTER FOR THE FUTURE OF ARIZONA | |||||||||||
| 541 E VAN BUREN SUITE B-5 | PHOENIX | AZ | 85004 | 820538372 | $37,500 | $0 | N/A | N/A | FUNDING WILL SUPPORT 1500+STUDENTS IN PHX./MARICOPA COUNTY THROUGH THEIR ENGAGEMENT IN COMPREHENSIVE EARLY COLLEGE CAREER PATHWAYS. | 501(C)(3) | |
| CENTRAL ARIZONA SHELTER SERVICES | |||||||||||
| $25,000 | $0 | N/A | N/A | FUNDING WILL ALLOW CASS TO EXPAND THE FINANCIAL ASSISTANCE PROGRAM TO AN ESTIMATED 300 INDIVIDUALS/FAMILIES IN WEST VALLEY. | |||||||
| COMMUNITY BRIDGES INC | |||||||||||
| 1855 W BASELINE RD SUITE 101 | MESA | AZ | 85202 | 942880847 | $75,000 | $0 | N/A | N/A | FUNDING WILL BE UTILIZED TO SUPPORT THE OPERATIONAL EXPENSES OF THE TEMPORARY SHELTER BRIDGE FACILITY. | 501(C)(3) | |
| FIRST PLACE AZ | |||||||||||
| 717 E MARYLAND AVE SUITE 110 | PHOENIX | AZ | 85014 | 461722227 | $50,000 | $0 | N/A | N/A | FUNDING WILL ASSIST IN DEVELOPING A SISTER STUDY TO THE INTERNATIONALLY RECOGNIZED 2009 "OPENING DOORS: A DISCUSSION OF RESIDENTIAL OPTIONS FOR ADULTS LIVING WITH AUTISM. | 501(C)(3) | |
| HUSTLE PHX | |||||||||||
| $25,000 | $0 | N/A | N/A | FUNDING WILL BE USED TO SERVE 108 ENTREPRENEURS THROUGH LOCAL PARTNERS BY PROVIDING AND DELIVERING ENTREPREEURSHIP TRAINING CURRICULUM. | |||||||
| JOBS FOR ARIZONA'S GRADUATES INC | |||||||||||
| 3320 W CHERYL DR SUITE B220 | PHOENIX | AZ | 85051 | 860669709 | $12,500 | $0 | N/A | N/A | FUNDING WILL HELP JAG THROUGH THE ACCESS AND SUCCESS INITIATIVE PROGRAM ENSURE THAT MORE THAN 950 AT-RISH AND LOW-INCOME MIDDLE AND HIGH SCHOOL STUDENTS ARE PREPARED TO PURSUE THEIR SELECTED CAREER PATHWAY. | 501(C)(3) | |
| MARYVALE REVITALIZATION CORPORATIO | |||||||||||
| 3802 N 53RD AVE SUITE 350 | PHOENIX | AZ | 85031 | 860713066 | $17,500 | $0 | N/A | N/A | FUNDING WILL PROVIDE OPPORTUNITY, EDUCATION AND MENTORING TO JOB AND CAREER SEEKERS TO GROW OR SCALL THEIR BUSINESS. | 501(C)(3) | |
| PHOENIX CENTER FOR THE ARTS (ALIENTO) | |||||||||||
| $25,000 | $0 | N/A | N/A | FUNDING WILL BE UTILIZED TO FURTHER EXPAND THE RECRUITMENT AND TRAINING OF STUDENT FELLOWS AT PARTNER INSTITUTIONS. | |||||||
| SI SE PUEDE FOUNDATION | |||||||||||
| PO BOX 1929 | PHOENIX | AZ | 85001 | 860922834 | $20,000 | $0 | N/A | N/A | FUNDING WILL BE UTILIZED TO SUSTAIN AND GROW ALL SIX SI SE PUEDE ROBOTICS PROGRAMS. | 501(C)(3) | |
| TEACH FOR AMERICA | |||||||||||
| $25,000 | $0 | N/A | N/A | FUNDING WILL SUPPORT TFA'S EFFORTS TO BUILD A COALITION OF LEADERS SEEKING TO SHAPE EDUCATIONAL EQUITY BY BRINGING 10 NEW TFA TEACHERS TO PHX. | |||||||
| THE SALVATION ARMY SOUTHWEST DIVISION | |||||||||||
| $12,500 | $0 | N/A | N/A | FUNDING WILL SUPPORT THE VOCATIONAL PROGRAM WHICH EQUIPS CLIENTS WITH ESSENTIAL RESOURCES TO SECURE EMPLOYMENT DURING THEIR SHELTER STAY. | |||||||
| TREASURE HOUSE | |||||||||||
| $25,000 | $0 | N/A | N/A | FUNDING WILL PROVIDE WORKFORCE DEVELOPMENT TRAINING FOR 29 YOUNG ADULTS WITH DISABILITIES. | |||||||
| VALLEY OF THE SUN UNITED WAY | |||||||||||
| $16,000 | FUNDING WILL COVER THE COSTS FOR 2,000 SCHOOL READINESS KITS. | ||||||||||
| WESLEY COMMUNITY CENTER | |||||||||||
| $12,500 | FUNDING WILL BE USED TO OFFSET THE COST OF AFATER-SCHOOL PROGRAMMING TO INCLUDE ONE-ON-OE HOMEWORK TUTORING, WEEKLY STEM ACTIVITIES AND LITERACY PROGRAMMING. | ||||||||||
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR COLLEGE TUITION | GrantTypeTxt |
| Recipient | 114 | RecipientCnt |
| Cash Grant | $607,500 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION DELEGATED MANANGEMENT DUTIES TO PHOENIX IDA. MANAGEMENT DUTIES INCLUDE MANAGEMENT OVERSIGHT AND DECISION MAKING, SUPERVISING EXEMPT OPERATIONS AND PROGRAMS, PLANNING AND EXECUTING BUDGETS, AND FINANCIAL OPERATIONS. MANAGEMENT SERVICES PROVIDED BY PHOENIX IDA ARE PERFORMED UNDER THE DIRECTION AND SUPERVISION OF THE PHOENIX COMMUNITY DEVELOPMENT AND INVESTMENT CORPORATION'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 AND SUPPORTING SCHEDULES ARE PREPARED BY TAX PREPARER. THE CEO AND STAFF OF THE FILING ORGANIZATION REVIEW THE RETURN FOR ACCURACY PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CODE OF ETHICS AND CONFLICT OF INTEREST HANDBOOK IS GIVEN TO THE DIRECTOR WHEN HE/SHE IS ELECTED. PRIOR TO VOTING ON THE ORGANIZATIONS MATTERS, ALL DIRECTORS ARE REQUIRED TO DECLARE AND SIGN ANY CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION DELEGATED MANANGEMENT DUTIES TO PHOENIX IDA. MANAGEMENT DUTIES INCLUDE MANAGEMENT OVERSIGHT AND DECISION MAKING, SUPERVISING EXEMPT OPERATIONS AND PROGRAMS, PLANNING AND EXECUTING BUDGETS, AND FINANCIAL OPERATIONS. ALL AMOUNTS PAID AS COMPENSATION FOR MANAGEMENT SERVICES PROVIDED BY PHOENIX IDA ARE COVERED UNDER THE PROFESSIONAL MANAGEMENT AND ORGANIZATIONAL SERVICES AGREEMENT APPROVED BY THE ORGANIZATION'S BOARD AND SIGNED BY THE CHAIRMAN OF THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S DOCUMENTS WILL BE MADE AVAILABLE FOR PUBLIC INSPECTION UPON LETTER REQUEST UNDER INTERNAL REVENUE CODE SECTION 6104. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S DOCUMENTS WILL BE MADE AVAILABLE FOR PUBLIC INSPECTION UPON LETTER REQUEST UNDER INTERNAL REVENUE CODE SECTION 6104. |
| FORM 990, PART XI, LINE 9: | FLOW-THROUGH INCOME/LOSS FROM INVESTMENTS -70,148. AMORTIZATION EXPENSE 153. UNREALIZED GAINS/LOSSES 375,113. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PHX SB CAPITAL LLC | |||||||||||||
| 251 WEST WASHINGTON STREET 9TH FLOO | PHOENIX | AZ | 85003 | 263677672 | INVESTMENT IN LOW-INCOME COMMUNITY BUSINESSES | AZ | N/A | RELATED | -$1,121 | 0 | Yes (1) | 0.00010 | |
| SB CAPITAL INVESTMENT FUND LLC | |||||||||||||
| 251 WEST WASHINGTON STREET 9TH FLOO | PHOENIX | AZ | 85003 | 270854199 | INVESTMENT IN LOW-INCOME COMMUNITY BUSINESSES | AZ | N/A | RELATED | -$26 | 0 | Yes (1) | 0.00010 | |
| PHX CHOLLA LLC | |||||||||||||
| 251 WEST WASHINGTON STREET 9TH FLOO | PHOENIX | AZ | 85003 | 451757433 | INVESTMENT IN LOW-INCOME COMMUNITY BUSINESSES | AZ | N/A | RELATED | $999 | 0 | Yes (1) | 0.00010 | |
| PHX AGAVE LLC | |||||||||||||
| 251 WEST WASHINGTON STREET 9TH FLOO | PHOENIX | AZ | 85003 | 451757250 | INVESTMENT IN LOW-INCOME COMMUNITY BUSINESSES | AZ | N/A | RELATED | $12 | 0 | Yes (1) | 0.00010 | $793 |
| PHX SAGUARO LLC | |||||||||||||
| 251 WEST WASHINGTON STREET 9TH FLOO | PHOENIX | AZ | 85003 | 451757571 | INVESTMENT IN LOW-INCOME COMMUNITY BUSINESSES | AZ | N/A | RELATED | $21 | 0 | Yes (1) | 0.00010 | $1,385 |
| PHX YUCCA LLC | |||||||||||||
| 251 WEST WASHINGTON STREET 9TH FLOO | PHOENIX | AZ | 85003 | 451757685 | INVESTMENT IN LOW-INCOME COMMUNITY BUSINESSES | AZ | N/A | RELATED | $12 | 0 | Yes (1) | 0.00010 | $790 |
| PHX CAPITAL ACCESS LLC | |||||||||||||
| 251 WEST WASHINGTON STREET 9TH FLOO | PHOENIX | AZ | 85003 | 263677547 | INVESTMENT IN LOW-INCOME COMMUNITY BUSINESSES | AZ | N/A | RELATED | $6 | 0 | Yes (1) | 0.00010 | $1,239 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| SB CAPITAL IF | |
| A | -$28 |
| PHX CHOLLA LLC | |
| A | $999 |
| PHX AGAVE LLC | |
| A | $12 |
| PHX SAGUARO LLC | |
| A | $21 |
| PHX CAPITAL ACCESS LLC | |
| A | $6 |
| PHX YUCCA LLC | |
| A | $12 |
| PHX AGAVE LLC | |
| L | $58,400 |
| PHX CHOLLA LLC | |
| L | $119,564 |
| PHX SAGUARO LLC | |
| L | $102,200 |
| PHX YUCCA LLC | |
| L | $58,400 |
| PHX CAPITAL ACCESS LLC | |
| L | $91,250 |
| PHX SB CAPITAL LLC | |
| A | -$1,121 |