PHOENIX COMMUNITY DEVELOPMENT AND INVESTMENT CORPORATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PHOENIX COMMUNITY DEVELOPMENT AND INVESTMENT CORPORATION (EIN 35-2175243)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201923189349314372
- Schema version
- 2018v3.1
- 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 | 2019-11-14T18:16:22-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM LETSINGER | PreparerPersonNm |
| PTIN | P00478303 | PTIN |
| Phone | 5624329482 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 128.92.54.106 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 16:14:27 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9664DEAE002FF28A94066463E72F6CB928372A55 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9664DEAE002FF28A94066463E72F6CB928372A55 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| 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 | $4,355,617 | 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 | $105,429 | PYContributionsGrantsAmt |
| CY Contributions Grants | $636,284 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $583,518 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,126,923 | CYProgramServiceRevenueAmt |
| PY Investment Income | $213,955 | PYInvestmentIncomeAmt |
| CY Investment Income | $587,910 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,500 | PYOtherRevenueAmt |
| CY Other Revenue | $4,500 | CYOtherRevenueAmt |
| PY Total Revenue | $910,402 | PYTotalRevenueAmt |
| CY Total Revenue | $4,355,617 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $251,894 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $725,627 | 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 | $635,731 | PYOtherExpensesAmt |
| CY Other Expenses | $843,850 | CYOtherExpensesAmt |
| PY Total Expenses | $887,625 | PYTotalExpensesAmt |
| CY Total Expenses | $1,569,477 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $22,777 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,786,140 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,242,951 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,845,984 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $240,801 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,537 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,002,150 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,788,447 | 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 | $344,924 | ExpenseAmt |
| Revenue | $3,131,423 | 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 | $73,912 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| 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 | $799,540 | ExpenseAmt |
| Grant | $725,627 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE ORGANIZATION AWARDS GRANTS TO NMTC ELIGIBLE YOUTH PURSUING POST-SECONDARY EDUCATION BY PROVIDING ASSISTANCE FOR TUITION AND OTHER NECESSARY QUALIFIED ITEMS. ADDITIONALLY, GRANTS ARE AWARDED TO PROVIDE ASSISTANCE TO THE LMI COMMUNITY, OFTEN TIMES FIRST-GENERATION COLLEGE BOUND STUDENTS, IN ACHIEVING ACADEMIC AND EDUCATIONAL GOALS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,218,376 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| MILTON DOHONEY | |||||||
| BOARD MEMBER, CHAIR | 1.00 | 39.00 | Yes (X) | $0 | $247,682 | $96,051 | |
| PHILLIP BREIDENBACH | |||||||
| BOARD MEMBER, TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GINGER SPENCER | |||||||
| BOARD MEMBER | 1.00 | 39.00 | Yes (X) | $0 | $169,352 | $79,590 | |
| GWENDOLYN RELF | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KURT SHEPPARD | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE MACKAY | |||||||
| BOARD MEMBER | 0.00 | 40.00 | Yes (X) | $0 | $181,974 | $85,280 | |
| DIANA YAZZIE DEVINE | |||||||
| BOARD MEMBER, SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JUAN SALGADO | |||||||
| CHIEF EXECUTIVE OFFICER | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JOSEPH LOSADA | |||||||
| COMPTROLLER | 40.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $599,008 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $260,921 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | 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 | $402,500 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $636,284 | AllOtherContributionsAmt |
| Total Contributions | $636,284 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM RELATED INVEST | 523920 | $2,636,560 | $2,636,560 |
| ASSET MANAGEMENT FEE | 523920 | $422,999 | $422,999 |
| LOAN SERVICING FEE | 523920 | $51,454 | $51,454 |
| LOAN FEES | 523920 | $15,910 | $15,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,126,923 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $587,910 | TotalRevenueColumnAmt |
| Exclusion | $587,910 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,500 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,500 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,355,617 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,131,423 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $587,910 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $725,627 | TotalAmt |
| Program Services | $725,627 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,500 | TotalAmt |
| Program Services | $221,375 | ProgramServicesAmt |
| Management And General | $181,125 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,122 | TotalAmt |
| Management And General | $68,122 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,000 | TotalAmt |
| Management And General | $22,000 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,193 | TotalAmt |
| Management And General | $72,193 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,174 | TotalAmt |
| Program Services | $9,174 | 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 | $1,363 | TotalAmt |
| Management And General | $1,363 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| NMTC PROGRAM COOORDINAT | $262,200 | $262,200 | |
| MISCELLANEOUS EXPENSE | $6,145 | $6,145 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,569,477 | TotalAmt |
| Program Services | $1,218,376 | ProgramServicesAmt |
| Management And General | $351,101 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,208,621 | BOYAmt |
| EOY | $29,075,410 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $523,928 | BOYAmt |
| EOY | $522,703 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,502,551 | BOYAmt |
| EOY | $2,240,998 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,851 | BOYAmt |
| EOY | $6,873 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,242,951 | BOYAmt |
| EOY | $31,845,984 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,801 | BOYAmt |
| EOY | $57,537 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,801 | BOYAmt |
| EOY | $57,537 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,405,126 | BOYAmt |
| EOY | $30,774,974 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $597,024 | BOYAmt |
| EOY | $1,013,473 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,002,150 | BOYAmt |
| EOY | $31,788,447 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,242,951 | BOYAmt |
| EOY | $31,845,984 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,786,140 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $157 | 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 | $85,818 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $105,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105,429 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,429 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $636,284 | CurrentTaxYearAmt |
| Total | $1,038,389 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $358,129 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $292,710 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $263,826 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $331,404 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $168,803 | CurrentTaxYearAmt |
| Total | $1,414,872 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $443,947 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $398,139 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $369,255 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $436,833 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $805,087 | CurrentTaxYearAmt |
| Total | $2,453,261 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $889,031 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,564,230 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $283,416 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,845 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $210,721 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $213,955 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $493,750 | CurrentTaxYearAmt |
| Total | $1,280,687 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,733,948 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $22,246,989 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.41890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57270 | 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 | $4,524,424 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $168,803 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $4 | OtherRevenueAmt |
| Revenue Not Reported | $168,807 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,355,617 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,355,617 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,738,127 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $168,803 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $168,803 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,569,324 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $153 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $153 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,569,477 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FLOW-THROUGH INCOME/LOSS FROM INVESTMENTS 4. |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| CODEPHX (AZ COMMUNITY FUND) | ||||||||||
| 2201 EAST CAMELBACK ROAD 405B | PHOENIX | AZ | 85016 | 860348306 | 501(C)(3) | $250,000 | $0 | N/A | N/A | TO PROVIDE FUNDING FOR COMPUTER CODING CLASSES FOR YOUTH |
| MURPHY SCHOOL DISTRICT | ||||||||||
| 2615 WEST BUCKEYE ROAD | PHOENIX | AZ | 85009 | 866000491 | STATE OF ARIZONA | $150,000 | $0 | N/A | N/A | TO PROVIDE FUNDING FOR STEM EDUCATION AND TRAINING |
| NATIVE AMERICAN COMMUNITY HEALTH | ||||||||||
| 4041 NORTH CENTRAL AVENUE BLDG C | PHOENIX | AZ | 85012 | 942540194 | 501(C)(3) | $100,000 | $0 | N/A | N/A | TO PROVIDE FUNDING FOR HEALTH CLINIC EXPANSION |
| SI SE PUEDE FOUNDATION | ||||||||||
| PO BOX 1929 | CHANDLER | AZ | 85244 | 860922834 | 501(C)(3) | $57,412 | $0 | N/A | N/A | TO PROVIDE FUNDING FOR THE STEM/ROBOTICS YOUTH PROGRAM |
| LOCAL FIRST | ||||||||||
| 407 EAST ROOSEVELT STREET | PHOENIX | AZ | 85004 | 261657951 | 501(C)(3) | $50,000 | $0 | N/A | N/A | TO PROVIDE FUNDING FOR THE ENTREPRENEURSHIP PROGRAM |
| KOOL KIDS PROGRAM - CITY OF PHOENIX | ||||||||||
| 200 WEST WASHINGTON STREET | PHOENIX | AZ | 85003 | 866000256 | CITY OF PHOENIX | $39,215 | $0 | N/A | N/A | TO PROVIDE FUNDING FOR SWIMMING POOL ADMISSION |
| ARIZONA MANUFACTURING PARTNERS | ||||||||||
| 421 EAST UNIVERSITY DRIVE | MESA | AZ | 85203 | 812096289 | 501(C)(3) | $14,000 | $0 | N/A | N/A | TO PROVIDE FUNDING FOR STEM ACADEMY FOR YOUTH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR COLLEGE TUITION | GrantTypeTxt |
| Recipient | 13 | RecipientCnt |
| Cash Grant | $60,000 | 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 |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MILTON DOHONEY | ||||||||||||||
| BOARD MEMBER, CHAIR | $0 | $247,682 | $0 | $0 | $0 | $0 | $0 | $96,051 | $0 | $0 | $0 | $343,733 | $0 | $0 |
| GINGER SPENCER | ||||||||||||||
| BOARD MEMBER | $0 | $169,352 | $0 | $0 | $0 | $0 | $0 | $79,590 | $0 | $0 | $0 | $248,942 | $0 | $0 |
| CHRISTINE MACKAY | ||||||||||||||
| BOARD MEMBER | $0 | $181,974 | $0 | $0 | $0 | $0 | $0 | $85,280 | $0 | $0 | $0 | $267,254 | $0 | $0 |
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 4. AMORTIZATION EXPENSE 153. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF PHOENIX | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST WASHINGTON STREET 20TH FLO | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | MUNICIPAL GOVERNMENT | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Exempt Code Section | N/A | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (8 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 | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PHX SB CAPITAL LLC | |||||||||||||
| 251 WEST WASHINGTON STREET 9TH FLOO | PHOENIX | AZ | 85003 | 263677672 | INVESTMENT IN LOW-INCOME COMMUNITY BUSINESSES | AZ | N/A | RELATED | $15 | $1,230 | 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 | $29 | 0 | Yes (1) | 0.00010 | |
| PHX SUCCESS FUND LLC | |||||||||||||
| 251 WEST WASHINGTON STREET 9TH FLOO | PHOENIX | AZ | 85003 | 263677853 | INVESTMENT IN LOW-INCOME COMMUNITY BUSINESSES | AZ | N/A | RELATED | -$992 | 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 | $4 | $1,080 | 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 | $797 | 0 | Yes (1) | 0.00010 |
| PHX SAGUARO LLC | |||||||||||||
| 251 WEST WASHINGTON STREET 9TH FLOO | PHOENIX | AZ | 85003 | 451757571 | INVESTMENT IN LOW-INCOME COMMUNITY BUSINESSES | AZ | N/A | RELATED | $21 | $1,394 | 0 | Yes (1) | 0.00010 |
| PHX YUCCA LLC | |||||||||||||
| 251 WEST WASHINGTON STREET 9TH FLOO | PHOENIX | AZ | 85003 | 451757685 | INVESTMENT IN LOW-INCOME COMMUNITY BUSINESSES | AZ | N/A | RELATED | $12 | $797 | 0 | Yes (1) | 0.00010 |
| PHX CAPITAL ACCESS LLC | |||||||||||||
| 251 WEST WASHINGTON STREET 9TH FLOO | PHOENIX | AZ | 85003 | 263677547 | INVESTMENT IN LOW-INCOME COMMUNITY BUSINESSES | AZ | N/A | RELATED | $7 | $1,245 | 0 | Yes (1) | 0.00010 |
| 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | 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 (15 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| PHX SUCCESS FUND LLC | |
| A | -$992 |
| PHX SB CAPITAL LLC | |
| A | $15 |
| PHX CHOLLA LLC | |
| A | $4 |
| PHX AGAVE LLC | |
| A | $12 |
| PHX SAGUARO LLC | |
| A | $21 |
| PHX CAPITAL ACCESS LLC | |
| A | $7 |
| PHX YUCCA LLC | |
| A | $12 |
| PHX AGAVE LLC | |
| L | $58,400 |
| PHX CHOLLA LLC | |
| L | $128,104 |
| PHX SAGUARO LLC | |
| L | $102,200 |
| PHX YUCCA LLC | |
| L | $58,400 |
| PHX CAPITAL ACCESS LLC | |
| L | $91,250 |
| CITY OF PHOENIX | |
| N | $80,094 |
| CITY OF PHOENIX | |
| O | $88,709 |
| CITY OF PHOENIX | |
| P | $501,175 |