2018-05-14T09:42:18-05:00 2017-12-31 943108253 NOVOGRADAC & COMPANY LLP 249 E OCEAN BLVD SUITE 900 LONG BEACH CA 90802 990 2017-01-01 352175243 PHOENIX COMMUNITY DEVELOPMENT AND INVESTMENT CORPORATION PHOE 6022625040 200 W WASHINGTON STREET 20TH FLOOR PHOENIX AZ 85003 JUAN SALGADO INTERIM CHIEF EXECUTIVE OFFICER 6022625040 2018-05-14 1 WILLIAM LETSINGER P00478303 5624329482 2017 2022-09-23 18:48:47Z JUAN SALGADO 200 WEST WASHINGTON STREET 20TH FLOOR PHOENIX AZ 85003 910402 0 X WWW.PHOENIXNEWMARKETS.ORG X 2002 AZ 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. 7 4 0 0 0 0 115429 105429 11997824 583518 210721 213955 0 7500 12323974 910402 280141 251894 0 0 0 0 0 0 0 789729 635731 1069870 887625 11254104 22777 29344830 29242951 365613 240801 28979217 29002150 X 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. 0 0 350548 583518 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. 75117 0 NON-NEW MARKETS SMALL BUSINESS LOANS TO BUSINESSES THAT WOULD NOT QUALIFY FOR TRADITIONAL LENDING, DESIGNED TO ASSIST IN THOSE COMMUNITIES THAT WE SERVE. 327012 251894 0 THE ORGANIZATION AWARDS GRANTS TO NMTC ELIGIBLE YOUTH PURSUING POST-SECONDARY EDUCATION BY PROVIDING ASSISTANCE FOR TUITION, BOOKS, SUPPLIES AND OTHER NECESSARY, QUALIFIED ITEMS. ADDITIONALLY, GRANTS ARE AWARDED TO PROVIDE ASSISTANCE TO THE LMI COMMUNITY, BY ASSISTING THEM IN PROVIDING NEW AND IMPROVED PROGRAMS AND SERVICES. 752677 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 4 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 1 0 AZ X PHOENIX COMMUNITY DEVELOPMENT AND INVESTMENT CORPORATION 6022625040 200 W WASHINGTON STREET 20TH FLOOR PHOENIX AZ 85003 ROBERTO FRANCO BOARD DIRECTOR, PRESIDENT 40.00 0.00 X X 34488 42666 53361 PAUL BLUE BOARD DIRECTOR 1.00 39.00 X 0 106955 80156 GINGER SPENCER BOARD DIRECTOR 1.00 39.00 X 0 154467 84961 PHILLIP BREIDENBACH BOARD DIRECTOR 1.00 0.00 X 0 0 0 KURT SHEPPARD BOARD DIRECTOR 1.00 0.00 X 0 0 0 DIANA YAZZIE DEVINE BOARD DIRECTOR 1.00 0.00 X 0 0 0 GWENDOLYN RELF BOARD DIRECTOR 1.00 0.00 X 0 0 0 MILTON DOHONEY BOARD DIRECTOR 1.00 39.00 X 0 244678 114218 CHRISTINE MACKAY BOARD DIRECTOR 1.00 39.00 X 0 172770 93642 MARY MAGEWICK TREASURER 40.00 0.00 X 20984 0 19119 KRISTINE BEAIRD SECRETARY 40.00 0.00 X 75356 0 44770 130828 721536 490227 0 0 1 0 0 105429 105429 ASSET MANAGEMENT FEE 523920 501547 501547 LOAN SERVICING FEE 523920 51454 51454 LOAN FEES 523920 25910 25910 SUB-CDE UNWIND FEES 523920 4607 4607 583518 213955 213955 MISCELLANEOUS INCOME 900099 7500 7500 7500 910402 591018 0 213955 251894 251894 48547 48547 52799 52799 20260 20260 6454 6454 153 153 6735 6735 NMTC PROGRAM COOORDINAT 493176 493176 MISCELLANEOUS EXPENSE 7607 7607 887625 752677 134948 0 27830830 27208621 544844 523928 961317 1502551 7839 7851 0 0 29344830 29242951 361006 240801 4607 0 365613 240801 X 28488679 28405126 490538 597024 28979217 29002150 29344830 29242951 X 22777 156 X 0 1 X 1 0 X 64583 85818 105429 105429 105429 466688 369325 358129 292710 263826 331404 1615394 433908 443947 398139 369255 436833 2082082 346058 1736024 162458 283416 78845 210721 213955 949395 3031477 22969580 0.57270 0.58220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1241809 331404 3 331407 910402 0 910402 1218876 331404 331404 887472 153 153 887625 PART XI, LINE 2D - OTHER ADJUSTMENTS: FLOW-THROUGH INCOME/LOSS FROM INVESTMENTS 3. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMORTIZATION EXPENSE 153. 1 SI SE PUEDE FOUNDATION PO BOX 1929 CHANDLER AZ 85244 860922834 501(C)(3) 42588 0 N/A N/A TO PROVIDE A FUNDING MATCH FOR THE DEVELOPMENT OF A STEM PROGRAM BE A LEADER FOUNDATION 1715 WEST NORTHERN AVENUE SUITE 104 104 PHOENIX AZ 85021 550850279 501(C)(3) 44459 0 N/A N/A TO PROVIDE A FUNDING MATCH TO THE 2016-2017 BE A LEADER SENIOR BOOT CAMP PROGRAM NEIGHBORHOOD MINISTRIES INC PO BOX 6057 PHOENIX AZ 85005 860809052 501(C)(3) 28549 0 N/A N/A GRANT WILL SUPPORT THE CONSTRUCTION COSTS FROM LOGOS BUILDERS WHO IS RENOVATING A BUILDING INTO AN EDUCATION CENTER FOR THE YOUTH OF DOWNTOWN PHOENIX. THE PROGRAM WILL BE COORDINATED BY NEIGHBORHOOD MINISTRIES, INC. TO ALLOW FOR TWO NEW COMPONENTS TO EDUCATION FOR LIFE - AN EARLY CHILDHOOD DEVELOPMENT CENTER AND A YOUTH DROP-IN CENTER. PHOENIX RESCUE MISSION 1468 N 26TH AVENUE PHOENIX AZ 85009 866057771 501(C)(3) 75000 0 N/A N/A TO PROVIDE A FUNDING MATCH FOR THE DEVELOPMENT OF A FOOD SERVICE VOCATIONAL TRAINING PROGRAM MENTORKIDS USA 15300 N 90TH STREET SUITE 200 SCOTTSDALE AZ 85260 860865368 501(C)(3) 54689 0 N/A N/A TO PROVIDE A FUNDING MATCH FOR THE DEVELOPMENT OF A COMMUNITY PARK PATHWAY TO HEALTH PHOENIX 9903 CLOVERLAN HILLS DRIVE OOLTEWAH TN 37363 813012737 501(C)(3) 5000 0 N/A N/A TO SPONSOR YOUR BEST PATHWAY TO HEALTH'S THREE DAY EVENT 6 0 X X 0 0 0 0 0 0 0 0 0 PAUL BLUE BOARD DIRECTOR 0 106955 0 0 0 0 0 80156 0 0 0 187111 0 0 GINGER SPENCER BOARD DIRECTOR 0 154467 0 0 0 0 0 84961 0 0 0 239428 0 0 MILTON DOHONEY BOARD DIRECTOR 0 244678 0 0 0 0 0 114218 0 0 0 358896 0 0 CHRISTINE MACKAY BOARD DIRECTOR 0 172770 0 0 0 0 0 93642 0 0 0 266412 0 0 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 PRESIDENT AND VICE PRESIDENT OF THE FILING ORGANIZATION REVIEW THE RETURN FOR ACCURACY PRIOR TO FILING WITH THE IRS. THE RETURN IS MAILED TO THE BOARD MEMBERS FOR REVIEW PURPOSES BUT APPROVAL IS NOT REQUIRED BEFORE FILING. 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 ANY CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 REVIEWS ARE PERFORMED ANNUALLY ON THE ORGANIZATION'S KEY OFFICERS AND EMPLOYEES. THESE REVIEWS ARE USED TO DETERMINE ANNUAL RAISES WHICH ARE DICTATED BY THE CITY OF PHOENIX COMPENSATION POLICY. 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 3. AMORTIZATION EXPENSE 153. 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