Civic Intelligence

Phoenix Foundation

EIN 30-0491720 • 501(c)3 • Apple Valley, CA

990-N Coverage

Profile

To help families in the high desert due to sudden loss

PO Box 803Apple Valley, CA 92307

www.hdphoenixfoundation.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

4th percentile

-615%

Higher net margin than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

19th percentile

-44%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Revenue Growth

9th percentile

-80%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$4,390

Down $15,575 (-78%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$4,390

Down $15,575 (-78%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin4th percentile

Revenue

Down

$2,532

Down $82,573 (-97%) from 2019

Expenses

Down

$18,107

Down $60,907 (-77%) from 2019

Net Income

Down

-$15,575

Down $21,666 (-356%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2017: $13,768Net Assets 2017: $13,7682017Assets 2018: $13,874Net Assets 2018: $13,8742018Assets 2019: $19,965Net Assets 2019: $19,9652019Assets 2020: $4,390Net Assets 2020: $4,3902020

Highlighted filing

2020

Assets$4,390
Liabilities-
Net Assets$4,390
Open 2020 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2017: $85,385Expenses 2017: $74,413Net Income 2017: $10,9722017Revenue 2018: $65,066Expenses 2018: $64,960Net Income 2018: $1062018Revenue 2019: $85,105Expenses 2019: $79,014Net Income 2019: $6,0912019Revenue 2020: $2,532Expenses 2020: $18,107Net Income 2020: -$15,5752020

Highlighted filing

2020

Revenue$2,532
Expenses$18,107
Net Income-$15,575
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,390
Liabilities
-
Net assets
$4,390
Revenue
$2,532
Expenses
$18,107
Net income
-$15,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$4.39$4.39$2.53$18.1$15.6
2019Detailed filing. Detailed filing data is available for this year.$20.0$20.0$85.1$79.0$6.09
2018Detailed filing. Detailed filing data is available for this year.$13.9$13.9$65.1$65.0$0.11
2017Detailed filing. Detailed filing data is available for this year.$13.8$13.8$85.4$74.4$11.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$2,532
Mission and Program Overview

Mission

To help families in the high desert due to sudden loss

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPORT TO FAMILIES IN THE HIGH DESERT DURING THEIR TIME OF NEED AFTER A SUDDENT DEATH DUE TO TRAGEDY INCLUDING HOMICIDE,SUICIDE, CRIME OR ACCIDENTAL DEATH. THE ORGANIZATION PROVIDED FUNERAL EXPENSES TO FAMILIES.-$14,300
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICOLE NUNEZChair-$0--
RICHARD BOUNCEPresident-$0--
CLARA TRUJILLOVice President-$0--
CHANTEL BUSTOSSecretary-$0--
SHADA SHORESTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Phoenix Foundation
EIN
30-0491720
Phone
7602472290
Address
PO BOX 803, APPLE VALLEY, CA 92307

Signing Officer

Name
Shada Shores
Title
Treasurer
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Daija Marie
Address
20601 HWY 18 STE 175, APPLE VALLEY, CA 92307
Preparer
Daija Marie
Phone
7602429222
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Telephone 1,203”

Form 990-EZ, Part I, Line 16, Other Expenses

“PROGRAM EXPENSES 100”

Form 990-EZ, Part I, Line 16, Other Expenses

“OFFICE EXPENSES 115”

Form 990-EZ, Part I, Line 16, Other Expenses

“COMPUTER AND WEBSITE 187”

Form 990-EZ, Part I, Line 16, Other Expenses

“Dues and subscriptions 450”

Form 990-EZ, Part I, Line 16, Other Expenses

“INSURANCE 162”

Form 990-EZ, Part I, Line 16, Other Expenses

“Marketing and promotions 70”

Raw XML Appendix155 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHADAY SHORES
IRS990EZ/BooksInCareOfDetail/PhoneNum07602429222
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013780 SEMINOLE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0APPLE VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092307
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019965
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04390
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02532
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15575
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01620
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019965
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04390
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014200
IRS990EZ/GrossReceiptsAmt02532
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019965
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04390
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019965
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04390
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICOLE NUNEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD BOUNCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CLARA TRUJILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHANTEL BUSTOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHADA SHORES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02287
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO HELP FAMILIES IN THE HIGH DESERT DUE TO SUDDEN LOSS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPORT TO FAMILIES IN THE HIGH DESERT DURING THEIR TIME OF NEED AFTER A SUDDENT DEATH DUE TO TRAGEDY INCLUDING HOMICIDE,SUICIDE, CRIME OR ACCIDENTAL DEATH. THE ORGANIZATION PROVIDED FUNERAL EXPENSES TO FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014300
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt018107
IRS990EZ/TotalProgramServiceExpensesAmt014300
IRS990EZ/TotalRevenueAmt02532
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HDPHOENIXFOUNDATION.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02532
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt088233
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt073068
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt091573
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt047280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0302686
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0302686
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02532
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt088233
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073068
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt091573
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt047280
IRS990ScheduleA/Total509Grp/TotalAmt0302686
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02532
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt088233
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt073068
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt091573
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt047280
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0302686
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Telephone 1,203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE EXPENSES 115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPUTER AND WEBSITE 187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUES AND SUBSCRIPTIONS 450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MARKETING AND PROMOTIONS 70
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHADA SHORES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOENIX FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0300491720
ReturnHeader/Filer/PhoneNum07602472290
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 803
ReturnHeader/Filer/USAddress/CityNm0APPLE VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092307
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAIJA MARIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020601 HWY 18 STE 175
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0APPLE VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092307
ReturnHeader/PreparerPersonGrp/PhoneNum07602429222
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAIJA MARIE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-12T12:50:57-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHADA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHORES
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.