Civic Intelligence

Phoenix One Foundation

990EZ • Fiscal year 2024 • EIN 26-0687878

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 14, 2025

Organization Profilephoenixonefoundation.com
PO Box 6224Scottsdale, AZ 85261

(602) 667-0436

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

35th percentile

-3.4%

Higher net margin than 35% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

46th percentile

-0.6%

Faster asset growth than 46% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-13%

Faster revenue growth than 31% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$172,125

Down $1,068 (-0.6%) from 2023

Net Assets

Down

$172,125

Down $1,068 (-0.6%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin35th percentile

Revenue

Down

$31,365

Down $4,837 (-13%) from 2023

Expenses

Down

$32,433

Down $21,987 (-40%) from 2023

Net Income

Up

-$1,068

Up $17,150 (+94%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$200K$150K$100K$50K$0Assets 2018: $120,579Net Assets 2018: $120,5792018Assets 2019: $133,072Net Assets 2019: $133,0722019Assets 2020: $105,800Net Assets 2020: $105,8002020Assets 2021: $152,838Net Assets 2021: $152,8382021Assets 2022: $191,411Net Assets 2022: $191,4112022Assets 2023: $173,193Net Assets 2023: $173,1932023Assets 2024: $172,125Net Assets 2024: $172,1252024Assets 2025: $140,230Net Assets 2025: $140,2302025

Highlighted filing

2024

Assets$172,125
Liabilities-
Net Assets$172,125
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$100K$50K$0-$50KRevenue 2018: $80,413Expenses 2018: $57,751Net Income 2018: $22,6622018Revenue 2019: $66,674Expenses 2019: $54,181Net Income 2019: $12,4932019Revenue 2020: $40,743Expenses 2020: $68,015Net Income 2020: -$27,2722020Revenue 2021: $50,773Expenses 2021: $3,735Net Income 2021: $47,0382021Revenue 2022: $66,683Expenses 2022: $28,110Net Income 2022: $38,5732022Revenue 2023: $36,202Expenses 2023: $54,420Net Income 2023: -$18,2182023Revenue 2024: $31,365Expenses 2024: $32,433Net Income 2024: -$1,0682024Revenue 2025: $34,767Expenses 2025: $66,662Net Income 2025: -$31,8952025

Highlighted filing

2024

Revenue$31,365
Expenses$32,433
Net Income-$1,068
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 14, 2025
Return Version
2023v6.0
Gross Receipts
$44,567
Mission and Program Overview

Mission

Phoenix One Foundation is dedicated to supporting the needs of the students and families in Phoenix Elementary School District #1

Program Services

DescriptionGrantsExpenses
Phoenix One Foundation is dedicated to supporting the needs of the students and families in Phoenix Elementary School District #1$26,842$18,793
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ben BarconDirector And Sec.-$0--
Rene DiazDirector-$0--
Elizabeth BurkhardtTreasurer-$0--
Joe RayDirector-$0--
Cathy YurchickDirector-$0--
David KhoneDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$44,507$13,202$400$12,802
Total Events$44,507$13,202$13,202-
Filing and Contact Details

Filer

Filer Name
Phoenix One Foundation
EIN
26-0687878
Phone
6026670436
Address
PO Box 6224, Scottsdale, AZ 85261

Signing Officer

Name
Elizabeth Burkhardt
Title
Treasurer
Signed
2025-07-14
Discuss with paid preparer
Yes

Preparer

Firm
AJW Advisory Group PLC
Address
2520 E University Dr Ste 103, Tempe, AZ 85288
Preparer
Scott M Willis CPA
Phone
4803394425
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Phoenix Elementary School District #1 | Donee's Address: 1817 N 7th St Phoenix AZ 85006 | Cash Amount Given: $26842”

Other Expenses.1003

“Information Technology $3523”

Other Expenses.1012

“Insurance $563”

Other Expenses.1

“Dues & Subscriptions $1167”

Other Expenses.2

“BANK FEES $338”

Raw XML Appendix164 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Joe Ray
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Cathy Yurchick
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Dir. and Sec.
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05591
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026842
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018793
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013202
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt031365
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://phoenixonefoundation.com/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt067631
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt066677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt036677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt056000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt040704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0267689
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt067631
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IRS990ScheduleA/TotalSupportAmt0267689
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt031305
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0400
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Phoenix Elementary School District #1 | Donee's Address: 1817 N 7th St Phoenix AZ 85006 | Cash Amount Given: $26842
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $3523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $563
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues & Subscriptions $1167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES $338
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth Burkhardt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Phoenix One Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0260687878
ReturnHeader/Filer/PhoneNum06026670436
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 6224
ReturnHeader/Filer/USAddress/CityNm0Scottsdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085261
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464061929
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AJW Advisory Group PLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tempe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085288
ReturnHeader/PreparerPersonGrp/PhoneNum04803394425
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott M Willis CPA
ReturnHeader/ReturnTs02025-07-14T12:53:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$172,125
Liabilities
-
Net assets
$172,125
Revenue
$31,365
Expenses
$32,433
Net income
-$1,068
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.40$1.40$0.35$0.67$0.32
2024Detailed filing. Detailed filing data is available for this year.$1.72$1.72$0.31$0.32$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.73$1.73$0.36$0.54$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.91$1.91$0.67$0.28$0.39
2021Detailed filing. Detailed filing data is available for this year.$1.53$1.53$0.51$0.04$0.47
2020Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.41$0.68$0.27
2019Detailed filing. Detailed filing data is available for this year.$1.33$1.33$0.67$0.54$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.21$1.21$0.80$0.58$0.23