Civic Intelligence

The Phoenix Charitable Foundation

990PF • Fiscal year 2018 • EIN 20-6954843

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

100 NE Loop 410 Suite 1300San Antonio, TX 78216

(210) 404-2828

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

66th percentile

5.2%

Faster asset growth than 66% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

248%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$3,024,198

Down $260,661 (-7.9%) from 2015

Net Assets

$3,024,198

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$638,309

Up $519,839 (+439%) from 2015

Expenses

Down

$482,421

Down $35,871 (-6.9%) from 2015

Net Income

Up

$155,888

Up $555,710 (+139%) from 2015

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $49,105Liabilities 2011: $02011Assets 2012: $25,343Liabilities 2012: $02012Assets 2013: $9,508Liabilities 2013: $02013Assets 2014: $3,684,681Liabilities 2014: $02014Assets 2015: $3,284,859Liabilities 2015: $02015Assets 2018: $3,024,198Liabilities 2018: $0Net Assets 2018: $3,024,1982018Assets 2019: $2,739,410Liabilities 2019: $0Net Assets 2019: $2,739,4102019Assets 2020: $2,439,322Liabilities 2020: $0Net Assets 2020: $2,439,3222020Assets 2021: $2,135,572Liabilities 2021: $0Net Assets 2021: $2,135,5722021Assets 2022: $1,792,315Liabilities 2022: $0Net Assets 2022: $1,792,3152022Assets 2023: $1,349,348Liabilities 2023: $12023Assets 2024: $1,153,026Liabilities 2024: $0Net Assets 2024: $1,153,0262024

Highlighted filing

2018

Assets$3,024,198
Liabilities$0
Net Assets$3,024,198

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $500,131Expenses 2011: $625,003Net Income 2011: -$124,8722011Revenue 2012: $325,040Expenses 2012: $348,802Net Income 2012: -$23,7622012Revenue 2013: $10,015Expenses 2013: $25,850Net Income 2013: -$15,8352013Revenue 2014: $4,444,773Expenses 2014: $769,600Net Income 2014: $3,675,1732014Revenue 2015: $118,470Expenses 2015: $518,292Net Income 2015: -$399,8222015Revenue 2018: $638,309Expenses 2018: $482,421Net Income 2018: $155,8882018Revenue 2019: $88,571Expenses 2019: $368,359Net Income 2019: -$279,7882019Revenue 2020: $271,075Expenses 2020: $570,966Net Income 2020: -$299,8912020Revenue 2021: $221,779Expenses 2021: $521,085Net Income 2021: -$299,3062021Revenue 2022: $167,956Expenses 2022: $508,713Net Income 2022: -$340,7572022Revenue 2023: $64,239Expenses 2023: $504,748Net Income 2023: -$440,5092023Revenue 2024: $91,375Expenses 2024: $288,320Net Income 2024: -$196,9452024

Highlighted filing

2018

Revenue$638,309
Expenses$482,421
Net Income$155,888
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REX AMINITrustee-$0--
DEBORAH AMINITrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Phoenix Charitable Foundation
EIN
20-6954843
Phone
2104042828
Address
100 NE LOOP 410 SUITE 1300, SAN ANTONIO, TX 78216

Signing Officer

Name
Rex Amini
Title
Trustee
Phone
2104042828
Signed
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Slattery Perkins Ramirez Pc
Address
8000 W IH 10 STE 705, SAN ANTONIO, TX 78230
Preparer
Jennifer W Ramirez
Phone
2105612668
Raw XML AppendixShowing 400 of 632 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SPECIAL EVENTS FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FOR GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FOR GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4FOR GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5LUNCHEON SPONSORSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6FOR GOODWILL CAREER AND TECHNICAL ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7FOR GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8FOR GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9IN MEMORY OF BOB/MARY WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11CELEBRATING LIFE GALA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12TOAST OF THE TOWN 2018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13FOR GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14FOR GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15TO SUPPORT COWGIRLS LIVE FOREVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16FOR GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17TO SUPPORT THE BOOK FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18FOR COMMUNITY CHAPLAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19CONTRIBUTION IN MEMORY OF SELMA ABOUND SATEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20FOR GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21FOR GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22FOR GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23TO HELP END HOMELESSNESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24FOR GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25JOHN V. MCLAUGHLIN TRIBUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26CHILD BRIDGE GREAT FISH FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27FOR GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28FOR GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BK ASHER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHILDREN'S BEREAVEMENT CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHRIST HEALING CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CITY YEAR SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4EDIFY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5GIRLS INC OF SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6GOODWILL OF CENTRAL TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7INTERMOUNTAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8KIPP TEXAS FUNDRAISING SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9MD ANDERSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10MONTANA REVIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11PREGNANCY CARE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12PROJECT MEND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13RISE RECOVERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14RIVARD REPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15SAN ANTONIO LIVESTOCK EXPOSITION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16THE NONPROFIT COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17SAN ANTONIO PUBLIC LIBRARY BOOK FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18ST ANDREWS UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19ST MARKS EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20TEACH FOR AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21TEXAS BIOMEDICAL RESEARCH INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22TEXANS CAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23THE CHARITY BALL ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24THE CRU FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25TOBIN CENTER FOR THE PERFORMING ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26WHITEFISH COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27WITTE MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28YOUNG LIFE - SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PRIVATE FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt28PUBLIC CHARITY
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