Civic Intelligence

Phoenix Foundation

990EZ • Fiscal year 2017 • EIN 30-0491720

Jan 01, 2017 to Dec 31, 2017 • Filed on May 18, 2018

Organization ProfileWWW.HDPHOENIXFOUNDATION.COM
PO Box 803Apple Valley, CA 92307

(760) 247-2290

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$13,768

No earlier filing loaded for comparison.

Net Assets

$13,768

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

$85,385

No earlier filing loaded for comparison.

Expenses

$74,413

No earlier filing loaded for comparison.

Net Income

$10,972

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2017

Assets$13,768
Liabilities-
Net Assets$13,768
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$85,385
Expenses$74,413
Net Income$10,972
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 18, 2018
Return Version
2017v2.3
Gross Receipts
$91,573
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 57 FAMILIES.-$57,956
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE NORTONChair-$0--
CHRIS NUNEZPresident-$0--
SHADA SHORESVice President-$0--
NICOLE NUNEZSecretary-$0--
RICHARD ROREXTreasurer-$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
Julie Norton
Title
Director
Signed
2018-05-18
Discuss with paid preparer
Yes

Preparer

Firm
Daija Marie
Address
16057 KAMANA RD STE A, APPLE VALLEY, CA 92307
Preparer
Daija M Trujillo
Phone
7602429222
Supplemental Narrative

Additional Explanations

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

“Travel 348”

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

“Fundraising 1,745”

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

“Conferences, conventions, and meetings 900”

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

“Equipment rental and maintenance 1,697”

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

“Supplies 991”

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

“Telephone 691”

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

“PROGRAM EXPENSES 57,955”

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

“OFFICE EXPENSES 81”

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

“Computer and internet 312”

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

“Dues and subscriptions 965”

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

“INSURANCE 126”

Raw XML Appendix163 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/BooksInCareOfDetail/USAddress/CityNm0APPLE VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIE NORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS NUNEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHADA SHORES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICOLE NUNEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICHARD ROREX
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/OtherExpensesTotalAmt065811
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO HELP FAMILIES IN THE HIGH DESERT DUE TO SUDDEN LOSS
IRS990EZ/PrintingPublicationsPostageAmt04237
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 57 FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt057956
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06188
IRS990EZ/SpecialEventsNetIncomeLossAmt0394
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt074413
IRS990EZ/TotalProgramServiceExpensesAmt057956
IRS990EZ/TotalRevenueAmt085385
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HDPHOENIXFOUNDATION.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt091573
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt047280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt045151
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0184004
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/PublicSupportTotal509Amt0184004
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt091573
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt047280
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt045151
IRS990ScheduleA/Total509Grp/TotalAmt0184004
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt091573
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt047280
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt045151
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0184004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fundraising 1,745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, conventions, and meetings 900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Equipment rental and maintenance 1,697
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies 991
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Telephone 691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROGRAM EXPENSES 57,955
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OFFICE EXPENSES 81
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8COMPUTER AND INTERNET 312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DUES AND SUBSCRIPTIONS 965
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10INSURANCE 126
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
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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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE NORTON
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ReturnHeader/Filer/EIN0300491720
ReturnHeader/Filer/PhoneNum07602472290
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 803
ReturnHeader/Filer/USAddress/CityNm0APPLE VALLEY
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm018:37:59
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAIJA MARIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016057 KAMANA RD STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0APPLE VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092307
ReturnHeader/PreparerPersonGrp/PhoneNum07602429222
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAIJA M TRUJILLO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-18T02:00:34-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,768
Liabilities
-
Net assets
$13,768
Revenue
$85,385
Expenses
$74,413
Net income
$10,972
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