PHOENIX COLLEGIATE ACADEMY INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PHOENIX COLLEGIATE ACADEMY INC (EIN 90-0364347)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201831359349311128
- Schema version
- 2016v3.1
- 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 | 2018-05-15T13:17:56-07:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 821455657 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FESTER & CHAPMAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9019 E BAHIA DR STE 100 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900364347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIX COLLEGIATE ACADEMY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHOE | BusinessNameControlTxt |
| Phone | 6022689900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5610 S CENTRAL AVE | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AKSHAI PATEL | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6022689900 | PhoneNum |
| Signature | 2018-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHEL R LOCKE CPA | PreparerPersonNm |
| PTIN | P00450405 | PTIN |
| Phone | 6022643077 | PhoneNum |
| Preparation | 2018-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AKSHAI PATEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5610 S CENTRAL AVE | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,103,511 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PHXCA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | PHOENIX COLLEGIATE ACADEMY IS A CHARTER SCHOOL THAT PREPARES PREDOMINANTLY (CON'T ON SCH O) LOW-INCOME KINDERGARTEN THROUGH 12TH GRADE STUDENTS TO SUCCEED IN COLLEGE AND BE LEADERS IN THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 130 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,631,320 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,079,608 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,233 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,952,433 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,596 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,868 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,723 | PYOtherRevenueAmt |
| CY Other Revenue | $64,602 | CYOtherRevenueAmt |
| PY Total Revenue | $5,657,872 | PYTotalRevenueAmt |
| CY Total Revenue | $5,103,511 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,374,631 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,608,914 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $13,037 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,533,432 | PYOtherExpensesAmt |
| CY Other Expenses | $2,343,738 | CYOtherExpensesAmt |
| PY Total Expenses | $4,908,063 | PYTotalExpensesAmt |
| CY Total Expenses | $4,952,652 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $749,809 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $150,859 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,895,614 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,660,886 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,145,760 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,760,173 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,749,854 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,900,713 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PHOENIX COLLEGIATE ACADEMY IS A CHARTER SCHOOL THAT PREPARES PREDOMINANTLY LOW-INCOME KINDERGARTEN THROUGH 12TH GRADE STUDENTS TO SUCCEED IN COLLEGE AND BE LEADERS IN THE COMMUNITY. IT IS OUR VISION THAT ALL STUDENTS ARE SUPPORTED BY A DEDICATED STAFF (CON'T ON SCH O) THAT WORKS ACCORDING TO OUR CORE VALUES (STUDENT EMPOWERMENT, DRIVE, DISCIPLINED THOUGHT, TEAM MINDSET) TO ENSURE STUDENTS MAKE PROGRESS EACH DAY TOWARD OUR MISSION. ALUMNI HAVE SUCCESSFULLY GRADUATED FROM 4-YEAR COLLEGES AND UNIVERSITIES AND SHOW COMMUNITY LEADERSHIP IN THEIR ACTIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,153,931 | ExpenseAmt |
| Revenue | $3,952,433 | RevenueAmt |
| Desc | PHOENIX COLLEGIATE ACADEMY IS A CHARTER SCHOOL THAT PREPARES PREDOMINANTLY LOW-INCOME KINDERGARTEN THROUGH 12TH GRADE STUDENTS TO SUCCEED IN COLLEGE AND BE LEADERS IN THE COMMUNITY. IT IS OUR VISION THAT ALL STUDENTS ARE SUPPORTED BY A DEDICATED STAFF (CON'T ON SCH O) THAT WORKS ACCORDING TO OUR CORE VALUES (STUDENT EMPOWERMENT, DRIVE, DISCIPLINED THOUGHT, TEAM MINDSET) TO ENSURE STUDENTS MAKE PROGRESS EACH DAY TOWARD OUR MISSION. ALUMNI HAVE SUCCESSFULLY GRADUATED FROM 4-YEAR COLLEGES AND UNIVERSITIES AND SHOW COMMUNITY LEADERSHIP IN THEIR ACTIONS. | Desc |
| Total Program Service Expenses | $4,153,931 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 80 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 130 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AKSHAI PATEL | PersonNm |
| Phone | 6022689900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5610 S CENTRAL AVE | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85040 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JANENE MILLER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TOMAS REVELES | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL ZIMMERMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LYNNE ADAMS | ||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DOMINIC BRAHAM | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CELINE COLEMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE DIAZ | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRETT HUNT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC LITTLE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRYAN MCCORMICK | ||||||
| SECRETARY/TR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SARAH PORTER | ||||||
| VICE PRESIDE | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ABRAN VILLEGAS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AKSHAI PATEL | ||||||
| CEO | 50.00 | $94,583 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $94,583 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| L M FOOD MANAGEMENT SERVICE | |||||
| 3208 E BELL ROAD | PHOENIX | AZ | 85032 | FOOD SERVICE | $278,789 |
| TRP EDUCATION SERVICES LLC | |||||
| 835 W WARNER RD STE 101-432 | GILBERT | AZ | 85233 | SPED SERVICES | $125,815 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,079,608 | AllOtherContributionsAmt |
| Total Contributions | $1,079,608 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STATE EQUALIZATION | 611710 | $3,704,897 | $3,704,897 |
| CLASSROOM SITE FUNDS | 611710 | $227,148 | $227,148 |
| INSTRUCTIONAL IMPROVEMENT FUN | 611710 | $20,388 | $20,388 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,952,433 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,868 | TotalRevenueColumnAmt |
| Exclusion | $6,868 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $64,602 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $64,602 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $64,602 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,103,511 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,017,035 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $6,868 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,583 | TotalAmt |
| Program Services | $78,401 | ProgramServicesAmt |
| Management And General | $16,182 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,220,544 | TotalAmt |
| Program Services | $1,840,630 | ProgramServicesAmt |
| Management And General | $379,914 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,910 | TotalAmt |
| Program Services | $8,246 | ProgramServicesAmt |
| Management And General | $8,664 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,683 | TotalAmt |
| Program Services | $74,971 | ProgramServicesAmt |
| Management And General | $21,712 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,194 | TotalAmt |
| Program Services | $124,969 | ProgramServicesAmt |
| Management And General | $55,225 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425 | TotalAmt |
| Management And General | $425 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,239 | TotalAmt |
| Management And General | $15,239 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,546 | TotalAmt |
| Program Services | $510,050 | ProgramServicesAmt |
| Management And General | $141,496 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,986 | TotalAmt |
| Management And General | $2,986 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,671 | TotalAmt |
| Program Services | $18,950 | ProgramServicesAmt |
| Management And General | $721 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,152 | TotalAmt |
| Program Services | $131,096 | ProgramServicesAmt |
| Management And General | $56 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,050 | TotalAmt |
| Program Services | $10,936 | ProgramServicesAmt |
| Management And General | $9,114 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,649 | TotalAmt |
| Program Services | $309,649 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,830 | TotalAmt |
| Program Services | $183,830 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,000 | TotalAmt |
| Program Services | $34,000 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD SERVICE | $276,951 | $276,951 | |
| SUPLLIES | $267,963 | $247,853 | $20,110 |
| UTILITIES | $162,622 | $137,778 | $24,844 |
| REPAIRS AND MAINTENANCE | $110,289 | $110,289 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,365 | TotalAmt |
| Program Services | $55,332 | ProgramServicesAmt |
| Management And General | $88,996 | ManagementAndGeneralAmt |
| Fundraising | $13,037 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,952,652 | TotalAmt |
| Program Services | $4,153,931 | ProgramServicesAmt |
| Management And General | $785,684 | ManagementAndGeneralAmt |
| Fundraising | $13,037 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,103,517 | BOYAmt |
| EOY | $1,713,918 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,441,356 | BOYAmt |
| EOY | $1,477,042 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $783,052 | BOYAmt |
| EOY | $316,674 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,189 | BOYAmt |
| EOY | $7,273 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,497,704 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $806,917 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,776,795 | BOYAmt |
| EOY | $5,690,787 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,454 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,251 | BOYAmt |
| EOY | $455,192 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,895,614 | BOYAmt |
| EOY | $9,660,886 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,216,680 | BOYAmt |
| EOY | $409,919 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,878 | BOYAmt |
| EOY | $365,130 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,335,000 | BOYAmt |
| EOY | $4,934,758 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,202 | BOYAmt |
| EOY | $1,050,366 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,145,760 | BOYAmt |
| EOY | $6,760,173 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,716,469 | BOYAmt |
| EOY | $2,832,739 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,385 | BOYAmt |
| EOY | $67,974 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,749,854 | BOYAmt |
| EOY | $2,900,713 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,895,614 | BOYAmt |
| EOY | $9,660,886 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $150,859 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,530,092 | OtherCostOrOtherBasisAmt |
| Book Value | $1,530,092 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,715,711 | OtherCostOrOtherBasisAmt |
| Depreciation | $794,063 | DepreciationAmt |
| Book Value | $3,921,648 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,398 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,854 | DepreciationAmt |
| Book Value | $4,544 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $234,503 | OtherCostOrOtherBasisAmt |
| Book Value | $234,503 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,690,787 | TotalBookValueLandBuildingsAmt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | false | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, LINE 3 | ALL STAFF INVOLVED IN RECRUITMENT KNOW THE POLICY AND STATE IT TO INTERESTED PARENTS |
| SCHEDULE E, LINE 5 | AS A PUBLIC CHARTER SCHOOL, THE ORGANIZATION IS NOT REQUIRED TO COMPLY WITH THE REQUIREMENTS OF REC PROC 75-50, WHICH PROVIDES GUIDELINES AND RECORDKEEPING REQUIREMENTS FOR PRIVATE SCHOOLS. AS A MATTER OF POLICY, PHOENIX COLLEGIATE ACADEMY ADMITS STUDENTS OF ANY COLOR, NATIONAL AND ETHNIC ORIGIN, GENDER, RELIGION OR DISABILITY TO ALL THE RIGHTS AND PRIVILEGES, PROGRAMS AND ACTIVITIES MADE AVAILABLE TO STUDENTS AT THE SCHOOLS. THE SCHOOL DOSE NOT AWARD SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE. |
| SCHEDULE E, LINE 6 | THE SCHOOL RECEIVES REVENUE FROM THE FEDERAL AND STATE GOVERNMENTS TO PROVIDE EXCELLENT, COLLEGE-PREPARATORY PROGRAMS AND FROM THE STATE OF ARIZONA FOR THE STATE EQUALIZATION ASSISTANCE. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INDUSTRIAL DEVELOPMENT AUTHORIT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 522038405 | BondIssuerEIN |
| CUSIP | 71885FBG1 | CUSIPNum |
| Bond Issued | 2012-11-01 | BondIssuedDt |
| Issue Price | $5,300,000 | IssuePriceAmt |
| Purpose | TO RETIRE PRIOR DEBT AND CONSTRUCT AND FURNISH AN EDUCATION FACILITY. | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $165,000 | RetiredAmt |
| Total Proceeds | $5,300,000 | TotalProceedsAmt |
| In Reserve Fund | $181,094 | InReserveFundAmt |
| Issuance Costs From Proceeds | $358,972 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $3,060,347 | CapitalExpendituresAmt |
| Other Spent Proceeds | $1,699,587 | OtherSpentProceedsAmt |
| Substantial Completion | 2013 | SubstantialCompletionYr |
| Current Refunding | false | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | PHOENIX COLLEGIATE ACADEMY IS A CHARTER SCHOOL THAT PREPARES PREDOMINANTLY LOW-INCOME KINDERGARTEN THROUGH 12TH GRADE STUDENTS TO SUCCEED IN COLLEGE AND BE LEADERS IN THE COMMUNITY. IT IS OUR VISION THAT ALL STUDENTS ARE SUPPORTED BY A DEDICATED STAFF (CON'T ON SCH O) THAT WORKS ACCORDING TO OUR CORE VALUES (STUDENT EMPOWERMENT, DRIVE, DISCIPLINED THOUGHT, TEAM MINDSET) TO ENSURE STUDENTS MAKE PROGRESS EACH DAY TOWARD OUR MISSION. ALUMNI HAVE SUCCESSFULLY GRADUATED FROM 4-YEAR COLLEGES AND UNIVERSITIES AND SHOW COMMUNITY LEADERSHIP IN THEIR ACTIONS. |
| FORM 990, PAGE 1, PART I, LINE 6 | THE VOLUNTEERS HELP IN THE CLASSROOMS AND WITH ADMINISTRATIVE DUTIES. |
| FORM 990, PAGE 6, PART VI, LINE 1A | THE CORPORATE BOARD DELEGATES ALL RESPONSIBILITY FOR THE GOVERNANCE TO THE SCHOOL GOVERNING BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 8B | THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE CORPORATE OR GOVERNING BOARDS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 WILL BE RECEIVED BY THE ORGANIZATION'S CHIEF EXECUTIVE DIRECTOR AND CHAIR OF THE FINANCIAL SUBCOMMITTEE PRIOR TO FILING THE RETURN |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REGULARLY REVIEWED BY THE BOARDS |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS RECEIVED AND APPROVED BY THE BOARD. COMPARABILITY DATA WAS USED IN DETERMINING THE COMPENSATION OF THE ORGANIZATIONS TOP MANAGEMENT OFFICIAL. |
| FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS RECEIVED AND APPROVED BY THE BOARD. COMPARABILITY DATA WAS USED IN DETERMINING THE COMPENSATION OF THE ORGANIZATIONS TOP MANAGEMENT OFFICIAL. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES 510,050 141,496 0 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| PHX COLLEGIATE ACADEMY ELEMENTARY | |||||||||
| 5610 S CENTRAL AVE | PHOENIX | AZ | 85040 | 471608561 | EDUCATION | AZ | $1,563,315 | $532,040 | PCA INC |
| PHX COLLEGIATE ACADEMY HIGH LLC | |||||||||
| 5610 S CENTRAL AVE | PHOENIX | AZ | 85040 | 300857898 | EDUCATION | AZ | $1,686,169 | $530,465 | PCAINC |