STRATEGY STUDIO / PUBLIC DATA EXPLORER

PHOENIX COLLEGIATE ACADEMY INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
PHOENIX COLLEGIATE ACADEMY INC (EIN 90-0364347)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-15
IRS object ID
201741359349309689
Schema version
2015v3.0
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

FieldValueIRS element (for citing)
Return2017-05-15T17:50:07-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EIDE BAILLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11850 N CENTRAL AVE STE 400AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP850044624ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN900364347EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PHOENIX COLLEGIATE ACADEMY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPHOEBusinessNameControlTxt
Phone6022689900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15610 S CENTRAL AVEAddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85040ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAKSHAI PATELPersonNm
Person TitleCEOPersonTitleTxt
Phone6022689900PhoneNum
Signature2017-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRENDA BLUNT CPAPreparerPersonNm
PTINP00075126PTIN
Phone6022645844PhoneNum
Preparation2017-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAKSHAI PATELPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15610 S CENTRAL AVEAddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85040ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,657,872GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PHXCA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2007FormationYr
Legal Domicile StateAZLegalDomicileStateCd
Activity Or MissionPHOENIX 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 COMMUNITYActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee91TotalEmployeeCnt
Total Volunteers9TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,746,294PYContributionsGrantsAmt
CY Contributions Grants$5,631,320CYContributionsGrantsAmt
PY Program Service Revenue$5,128PYProgramServiceRevenueAmt
CY Program Service Revenue$5,233CYProgramServiceRevenueAmt
PY Investment Income$96PYInvestmentIncomeAmt
CY Investment Income$3,596CYInvestmentIncomeAmt
PY Other Revenue$165,654PYOtherRevenueAmt
CY Other Revenue$17,723CYOtherRevenueAmt
PY Total Revenue$4,917,172PYTotalRevenueAmt
CY Total Revenue$5,657,872CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,561,707PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,374,631CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$25,910CYTotalFundraisingExpenseAmt
PY Other Expenses$1,495,570PYOtherExpensesAmt
CY Other Expenses$2,533,432CYOtherExpensesAmt
PY Total Expenses$4,057,277PYTotalExpensesAmt
CY Total Expenses$4,908,063CYTotalExpensesAmt
PY Revenues Less Expenses$859,895PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$749,809CYRevenuesLessExpensesAmt
Total Assets BOY$7,783,142TotalAssetsBOYAmt
Total Assets EOY$9,895,614TotalAssetsEOYAmt
Total Liabilities BOY$5,782,942TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,145,760TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,000,200NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,749,854NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPHOENIX COLLEGIATE ACADEMY IS A CHARTER SCHOOL THAT PREPARES PREDOMINATELY 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,504,064ExpenseAmt
Revenue$13,712RevenueAmt
DescPHOENIX COLLEGIATE ACADEMY, INC., ARIZONA'S 2012 CHARTER SCHOOL OF THE YEAR, WELCOMED APPROXIMATELY 582 KINDERGARTEN THROUGH 12TH GRADE STUDENTS DURING THE YEAR ENDING JUNE 30, 2016.Desc
Total Program Service Expenses$3,504,064TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document23IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee91EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AKSHAI PATELBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6022689900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15610 S CENTRAL AVEAddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85040ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
SARAH PORTER
MEMBER1.00Yes (X)$0$0$0
GEORGE DIAZ
MEMBER1.00Yes (X)$0$0$0
CELINA COLEMAN
MEMBER1.00Yes (X)$0$0$0
TOMAS REVELES
MEMBER1.00Yes (X)$0$0$0
ERIC LITTLE
MEMBER1.00Yes (X)$0$0$0
DOMINIC BRAHAM
MEMBER1.00Yes (X)$0$0$0
JANENE MILLER
MEMBER1.00Yes (X)$0$0$0
BRYAN MCCORMICK
MEMBER1.00Yes (X)$0$0$0
SENTARI MINOR
CHAIRMAN2.00Yes (X)$0$0$0Yes (X)
LYNNE ADAMS
VICE CHAIR2.00Yes (X)$0$0$0Yes (X)
LESLIE SAENZ
SECRETARY2.00Yes (X)$0$0$0Yes (X)
ABRAN VILLEGAS
TREASURER2.00Yes (X)$0$0$0Yes (X)
RACHEL YANOF
CEO AND DIRECTOR OF EXTERNAL AFFAIRS50.00$84,466$0$0Yes (X)
AKSHAI PATEL
CEO50.00$98,622$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$183,088TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1L & M FOOD MANAGEMENT SERVICEBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line13208 E BELL RDAddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85032ZIPCd
FieldValueIRS element (for citing)
ServicesFOOD SERVICEServicesDesc
Compensation$262,798CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$5,494,483GovernmentGrantsAmt
All Other Contributions$136,837AllOtherContributionsAmt
Total Contributions$5,631,320TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSTUDENT LUNCHESDesc
Business611710BusinessCd
Total Revenue Column$5,233TotalRevenueColumnAmt
Related Or Exempt Func Income$5,233RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$5,233TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,596TotalRevenueColumnAmt
Exclusion$3,596ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$7,015FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,015TotalRevenueColumnAmt
Exclusion$7,015ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISCELLANEOUS611710$8,479$8,479
CREDIT CARD REBATES611710$2,229$2,229
FieldValueIRS element (for citing)
Other Revenue Total$10,708OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,657,872TotalRevenueColumnAmt
Related Or Exempt Func Income$15,941RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$10,611ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$124,481TotalAmt
Management And General$124,481ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,988,907TotalAmt
Program Services$1,612,466ProgramServicesAmt
Management And General$376,441ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$18,166TotalAmt
Program Services$10,329ProgramServicesAmt
Management And General$7,837ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$83,166TotalAmt
Program Services$68,265ProgramServicesAmt
Management And General$14,901ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$159,911TotalAmt
Program Services$122,055ProgramServicesAmt
Management And General$37,856ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,227TotalAmt
Management And General$1,227ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$34,763TotalAmt
Management And General$34,763ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$817,082TotalAmt
Program Services$563,044ProgramServicesAmt
Management And General$254,038ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$73,445TotalAmt
Management And General$73,445ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,522TotalAmt
Program Services$7,522ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$61,154TotalAmt
Program Services$60,845ProgramServicesAmt
Management And General$309ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$389,165TotalAmt
Program Services$69,215ProgramServicesAmt
Management And General$319,950ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,726TotalAmt
Program Services$1,690ProgramServicesAmt
Management And General$5,036ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$300,884TotalAmt
Program Services$300,884ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$165,651TotalAmt
Program Services$165,651ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$36,421TotalAmt
Management And General$36,421ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
FOOD SERVICE$274,088$274,088
SUPPLIES$240,242$175,157$65,085
FIELD TRIPS$43,603$43,603
DUES AND FEES$38,278$16,364$21,914

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$43,181TotalAmt
Program Services$12,886ProgramServicesAmt
Management And General$4,385ManagementAndGeneralAmt
Fundraising$25,910FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,908,063TotalAmt
Program Services$3,504,064ProgramServicesAmt
Management And General$1,378,089ManagementAndGeneralAmt
Fundraising$25,910FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$826,340BOYAmt
EOY$1,103,517EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,073,920BOYAmt
EOY$1,441,356EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$84,897BOYAmt
EOY$783,052EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,058BOYAmt
EOY$14,189EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,399,881LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$623,086LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,228,939BOYAmt
EOY$5,776,795EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$334,667BOYAmt
EOY$322,454EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$232,321BOYAmt
EOY$454,251EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,783,142BOYAmt
EOY$9,895,614EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$67,086BOYAmt
EOY$1,216,680EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$310,878BOYAmt
EOY$230,878EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$5,335,000EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$5,402,890BOYAmt
EOY$363,202EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,088BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,782,942BOYAmt
EOY$7,145,760EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,971,946BOYAmt
EOY$2,716,469EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$28,254BOYAmt
EOY$33,385EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,000,200BOYAmt
EOY$2,749,854EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,783,142BOYAmt
EOY$9,895,614EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$749,809ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$155NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,530,092OtherCostOrOtherBasisAmt
Book Value$1,530,092BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,608,885OtherCostOrOtherBasisAmt
Depreciation$613,260DepreciationAmt
Book Value$3,995,625BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$17,398OtherCostOrOtherBasisAmt
Depreciation$9,826DepreciationAmt
Book Value$7,572BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$243,506OtherCostOrOtherBasisAmt
Book Value$243,506BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,776,795TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$5,657,717TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$155NetUnrealizedGainsInvstAmt
Revenue Not Reported-$155RevenueNotReportedAmt
Revenue Subtotal$5,657,872RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,657,872TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,908,063TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,908,063ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,908,063TotalExpensesPerForm990Amt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media0PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs0MaintainRacialCompRecsInd
Maintain Scholarships Recs0MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc75500ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3ALL STAFF INVOLVED IN RECRUITMENT KNOW THE POLICY AND STATE IT TO INTERESTED PARENTS.
SCHEDULE E, PART I, LINE 6THE 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 E, PART I, LINE 7AS A PUBLIC CHARTER SCHOOL, THE ORGANIZATION IS NOT REQUIRED TO COMPLY WITH THE REQUIREMENTS OF REV. 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 DOES NOT AWARD SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1THE INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF PHOENIXBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN522038405BondIssuerEIN
CUSIP71885FBG1CUSIPNum
Bond Issued2012-11-29BondIssuedDt
Issue Price$5,300,000IssuePriceAmt
PurposeTO RETIRE PRIOR DEBT AND CONSTRUCT AND FURNISH AN EDUCATION FACILITY.PurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$165,000RetiredAmt
Total Proceeds$5,300,000TotalProceedsAmt
In Reserve Fund$181,094InReserveFundAmt
Issuance Costs From Proceeds$358,972IssuanceCostsFromProceedsAmt
Capital Expenditures$3,060,347CapitalExpendituresAmt
Other Spent Proceeds$1,699,587OtherSpentProceedsAmt
Substantial Completion2013SubstantialCompletionYr
Current Refunding0CurrentRefundingInd
Advance Refunding0AdvanceRefundingInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due YetYes (1)RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate Issue0VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1THE CORPORATE BOARD DELEGATES ALL RESPONSIBILITY FOR THE GOVERNANCE TO THE SCHOOL GOVERNING BOARD.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DOES NOT HAVE COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE CORPORATE OR GOVERNING BOARDS.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 WILL BE REVIEWED BY THE ORGANIZATIONS CHIEF EXECUTIVE DIRECTOR AND CHAIR OF THE FINANCIAL SUBCOMMITTEE PRIOR TO FILING THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS REGULARLY REVIEWED BY THE BOARDS.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS REVIEWED AND APPROVED BY THE BOARDS. COMPARABILITY DATA WAS USED IN DETERMINING THE COMPENSATION OF THE ORGANIZATIONS TOP MANAGEMENT OFFICIAL.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GPROFESSIONAL ED SERVICES: PROGRAM SERVICE EXPENSES 210,103. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 210,103. PSYCHOLOGIST: PROGRAM SERVICE EXPENSES 9,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,500. OTHER: PROGRAM SERVICE EXPENSES 343,441. MANAGEMENT AND GENERAL EXPENSES 254,038. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 597,479.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
PHOENIX COLLEGIATE ACADEMY ELEMENTARY
5610 S CENTRAL AVEPHOENIXAZ85040471608561EDUCATIONAZ$0$0PHOENIX COLLEGIATE ACADEMY INC
PHOENIX COLLEGIATE ACADEMY HIGH LLC
5610 S CENTRAL AVEPHOENIXAZ85040300857898EDUCATIONAZ$0$0PHOENIX COLLEGIATE ACADEMY INC