Civic Intelligence

The Phoenix Charter Academy Foundation Inc

990 • Fiscal year 2014 • EIN 20-4761182

Jul 01, 2013 to Jun 30, 2014 • Filed on May 08, 2015

Organization ProfileWWW.PHOENIXCHARTERACADEMY.ORG
60 Canal Street 4th Floor02114

(617) 889-3100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

20th percentile

0.01x

Higher debt load relative to revenue than 20% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

92nd percentile

52%

Faster asset growth than 92% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

96th percentile

181%

Faster revenue growth than 96% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,619,205

Up $553,113 (+52%) from 2013

Net Assets

Up

$1,597,246

Up $961,396 (+151%) from 2013

Liabilities

Down

$21,959

Down $408,283 (-95%) from 2013

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin89th percentile

Revenue

$2,398,295

No earlier filing loaded for comparison.

Expenses

Up

$1,436,899

Up $831,671 (+137%) from 2013

Net Income

$961,396

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $127,879Liabilities 2010: $6,823Net Assets 2010: $121,0562010Assets 2011: $198,179Liabilities 2011: $41,596Net Assets 2011: $156,5832011Assets 2012: $294,307Liabilities 2012: $63,983Net Assets 2012: $230,3242012Assets 2013: $1,066,092Liabilities 2013: $430,242Net Assets 2013: $635,8502013Assets 2014: $1,619,205Liabilities 2014: $21,959Net Assets 2014: $1,597,2462014Assets 2015: $1,405,137Liabilities 2015: $537,356Net Assets 2015: $867,7812015Assets 2016: $816,135Liabilities 2016: $188,406Net Assets 2016: $627,7292016Assets 2017: $1,453,563Liabilities 2017: $528,089Net Assets 2017: $925,4742017Assets 2018: $1,690,882Liabilities 2018: $328,365Net Assets 2018: $1,362,5172018Assets 2019: $1,780,619Liabilities 2019: $646,190Net Assets 2019: $1,134,4292019Assets 2020: $2,054,149Liabilities 2020: $929,469Net Assets 2020: $1,124,6802020Assets 2021: $1,857,843Liabilities 2021: $173,098Net Assets 2021: $1,684,7452021Assets 2022: $2,752,141Liabilities 2022: $763,548Net Assets 2022: $1,988,5932022Assets 2023: $4,178,715Liabilities 2023: $2,171,684Net Assets 2023: $2,007,0312023Assets 2024: $3,034,111Liabilities 2024: $1,713,704Net Assets 2024: $1,320,4072024Assets 2025: $2,152,980Liabilities 2025: $672,492Net Assets 2025: $1,480,4882025

Highlighted filing

2014

Assets$1,619,205
Liabilities$21,959
Net Assets$1,597,246
Open 2014 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $182,127Expenses 2010: $61,071Net Income 2010: $121,0562010Revenue 2011: $191,653Expenses 2011: $156,126Net Income 2011: $35,5272011Revenue 2012: $304,510Expenses 2012: $230,769Net Income 2012: $73,7412012Expenses 2013: $605,2282013Revenue 2014: $2,398,295Expenses 2014: $1,436,899Net Income 2014: $961,3962014Revenue 2015: $1,616,604Expenses 2015: $2,346,069Net Income 2015: -$729,4652015Revenue 2016: $1,450,429Expenses 2016: $1,690,481Net Income 2016: -$240,0522016Revenue 2017: $1,931,120Expenses 2017: $1,633,375Net Income 2017: $297,7452017Revenue 2018: $2,024,324Expenses 2018: $1,587,281Net Income 2018: $437,0432018Revenue 2019: $1,623,161Expenses 2019: $1,851,249Net Income 2019: -$228,0882019Revenue 2020: $1,130,037Expenses 2020: $1,139,786Net Income 2020: -$9,7492020Revenue 2021: $1,131,006Expenses 2021: $570,941Net Income 2021: $560,0652021Revenue 2022: $1,401,758Expenses 2022: $1,097,910Net Income 2022: $303,8482022Revenue 2023: $1,551,342Expenses 2023: $1,337,904Net Income 2023: $213,4382023Revenue 2024: $1,344,696Expenses 2024: $2,097,497Net Income 2024: -$752,8012024Revenue 2025: $1,211,201Expenses 2025: $1,104,700Net Income 2025: $106,5012025

Highlighted filing

2014

Revenue$2,398,295
Expenses$1,436,899
Net Income$961,396
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 8, 2015
Return Version
2013v4.0
Gross Receipts
$2,423,471
Mission and Program Overview

Mission

To provide support to the phoenix charter academy network.

To provide support to the phoenix charter academy network

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$805,355$894,184▲ $88,829
Pledges and Grants Receivable$161,423$580,000▲ $418,577
Accounts Receivable$99,557$143,946▲ $44,389
Cash and Non-Interest-Bearing Accounts$-243$1,075▲ $1,318
Total Assets$1,066,092$1,619,205▲ $553,113
Liabilities
Other Liabilities$430,242$21,959▼ $408,283
Total Liabilities$430,242$21,959▼ $408,283
Net Assets / Fund Balance
Temporarily Rstr Net Assets$277,000$1,193,793▲ $916,793
Unrestricted Net Assets$358,850$403,453▲ $44,603
Total Net Assets Fund Balance$635,850$1,597,246▲ $961,396
Total Liabilities and Net Assets / Fund Balance$1,066,092$1,619,205▲ $553,113
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Chris TosiPresident
David MccabeMember
James StanzlerMember
Joshua KraftMember
Nick HoferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,400,376
Program Service Revenue
$0
Investment Income
$348
Other Revenue
$-2,429
All Other Contributions
$2,145,721
Change in Net Assets
$961,396
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,408,376
Other Expenses$28,523
Total Fundraising Expense$26,760
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,408,376--$1,408,376
Fees for Services Other--$26,760$26,760
Other Expenses-$1,763-$1,763
Total Functional Expenses$1,408,376$1,763$26,760$1,436,899
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
20-2401305-Governmental UnitTo Provide Operational Support to Phoenix Charter Academy$1,408,376
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$25,176
Fundraising Gross Income$22,747
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$277,402$22,747$25,176$-2,429
Total Events$277,402$22,747$25,176$-2,429
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Academy$21,959
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“All members of the board review and approve the 990 before submission.”

Form 990, Part VI, Section B, Line 12C

“The foundation requires all board members to sign conflict of interest disclosure forms annually.”

Form 990, Part VI, Section C, Line 19

“The foundation's annual financial statements and form 990 are available to the public via guidestar.org. Governng documents and conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

EIN
20-4761182
Phone
6178893100

Signing Officer

Name
Beth Anderson
Title
Executive Director Phoenix Network
Phone
6178893100
Signed
2015-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Anderson
Formed
2008
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Preparer
Yevgeniya Gorlovsky-schepp CPA
Phone
5083669100
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C.

“The board of directors assumes responsibility for oversight of the audit, review of the audited financial statements and selection of an independent accountant. There have been no changes to this process in fiscal year 2014.”

Raw XML Appendix374 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE ONLY GIVEN TO THE ACADEMY. DOCUMENTATION OF THESE GRANTS ARE MONITORED AND MAINTAINED BY THE ACADEMY'S FISCAL DEPARTMENT, WHO ALSO KEEPS THE BOOKS FOR THE FOUNDATION. THE FOUNDATION'S BOARD APPROVES ALL GRANTS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL MEMBERS OF THE BOARD REVIEW AND APPROVE THE 990 BEFORE SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION REQUIRES ALL BOARD MEMBERS TO SIGN CONFLICT OF INTEREST DISCLOSURE FORMS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION'S ANNUAL FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC VIA GUIDESTAR.ORG. GOVERNNG DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW OF THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE HAVE BEEN NO CHANGES TO THIS PROCESS IN FISCAL YEAR 2014.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10PHOENIX ACADEMY CHARTER PUBLIC HIGH SCHOOL CHELSEA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0202401305
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PUBLIC CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A)(VII)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1059 NICHOLS STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0CHELSEA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode002150
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01408376
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH GRANTS TO SUPPORTED ORG.
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10PHOENIX ACADEMY CHARTER PUBLIC HIGH SCHOOL CHELSEA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0277000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01193793
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01066092
IRS990/TotalAssetsEOYAmt01619205
IRS990/TotalAssetsGrp/BOYAmt01066092
IRS990/TotalAssetsGrp/EOYAmt01619205
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02400376
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt026760
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01763
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01408376
IRS990/TotalFunctionalExpensesGrp/TotalAmt01436899
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0430242
IRS990/TotalLiabilitiesEOYAmt021959
IRS990/TotalLiabilitiesGrp/BOYAmt0430242
IRS990/TotalLiabilitiesGrp/EOYAmt021959
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0635850
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01597246
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01408376
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-2081
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02398295
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01066092
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01619205
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0358850
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0403453
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1060 CANAL STREET 4TH FLOOR
IRS990/USAddress/City0BOSTON
IRS990/USAddress/State0MA
IRS990/USAddress/ZIPCode002114
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.PHOENIXCHARTERACADEMY.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BETH ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR PHOENIX NETWORK
ReturnHeader/BusinessOfficerGrp/PhoneNum06178893100
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE PHOENIX CHARTER ACADEMY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0204761182
ReturnHeader/Filer/PhoneNum06178893100
ReturnHeader/Filer/USAddress/AddressLine1060 CANAL STREET 4TH FLOOR
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002114
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042571780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ALEXANDER ARONSON FINNING & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1021 EAST MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WESTBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001581
ReturnHeader/PreparerPersonGrp/PhoneNum05083669100
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YEVGENIYA GORLOVSKY-SCHEPP CPA
ReturnHeader/ReturnTs02015-05-11T15:10:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,619,205
Liabilities
$21,959
Net assets
$1,597,246
Revenue
$2,398,295
Expenses
$1,436,899
Net income
$961,396
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.15$0.67$1.48$1.21$1.10$0.11
2024Detailed filing. Detailed filing data is available for this year.$3.03$1.71$1.32$1.34$2.10$0.75
2023Detailed filing. Detailed filing data is available for this year.$4.18$2.17$2.01$1.55$1.34$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.75$0.76$1.99$1.40$1.10$0.30
2021Detailed filing. Detailed filing data is available for this year.$1.86$0.17$1.68$1.13$0.57$0.56
2020Detailed filing. Detailed filing data is available for this year.$2.05$0.93$1.12$1.13$1.14$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.78$0.65$1.13$1.62$1.85$0.23
2018Detailed filing. Detailed filing data is available for this year.$1.69$0.33$1.36$2.02$1.59$0.44
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.53$0.93$1.93$1.63$0.30
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.19$0.63$1.45$1.69$0.24
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.54$0.87$1.62$2.35$0.73
2014Detailed filing. Detailed filing data is available for this year.$1.62$0.02$1.60$2.40$1.44$0.96
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.43$0.64$0.61
2012Summary only. Only limited summary data is available for this year.$0.29$0.06$0.23$0.30$0.23$0.07
2011Summary only. Only limited summary data is available for this year.$0.20$0.04$0.16$0.19$0.16$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.01$0.12$0.18$0.06$0.12