Civic Intelligence

Phoenix Foundation

990EZ • Fiscal year 2018 • EIN 30-0491720

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 19, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

42nd percentile

0.2%

Higher net margin than 42% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

49th percentile

0.8%

Faster asset growth than 49% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$13,874

Up $106 (+0.8%) from 2017

Net Assets

Up

$13,874

Up $106 (+0.8%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin42nd percentile

Revenue

Down

$65,066

Down $20,319 (-24%) from 2017

Expenses

Down

$64,960

Down $9,453 (-13%) from 2017

Net Income

Down

$106

Down $10,866 (-99%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

2018

Assets$13,874
Liabilities-
Net Assets$13,874
Open 2018 Filing

Operations Trend

Revenue Growth21st percentile

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

2018

Revenue$65,066
Expenses$64,960
Net Income$106
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 19, 2019
Return Version
2018v3.1
Gross Receipts
$73,068
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.--
Compensation and Service Providers
Top Officer Pay76th 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
2019-11-19
Discuss with paid preparer
No

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 539”

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

“Conferences, conventions, and meetings 876”

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

“Supplies 150”

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

“Telephone 974”

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

“PROGRAM EXPENSES 50,622”

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

“OFFICE EXPENSES 367”

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

“Computer and internet 771”

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

“Dues and subscriptions 883”

Raw XML Appendix162 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0RICHARD ROREX
IRS990EZ/BooksInCareOfDetail/PhoneNum07602429820
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt019328 ONEIDA RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0APPLE VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092307
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013768
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IRS990EZ/ContributionsGiftsGrantsEtcAmt063534
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/OtherExpensesTotalAmt055182
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO HELP FAMILIES IN THE HIGH DESERT DUE TO SUDDEN LOSS
IRS990EZ/PrintingPublicationsPostageAmt04578
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/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08002
IRS990EZ/SpecialEventsNetIncomeLossAmt01532
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt064960
IRS990EZ/TotalRevenueAmt065066
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HDPHOENIXFOUNDATION.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt073068
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt091573
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt047280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt045151
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0257072
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/PublicSupportTotal509Amt0257072
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073068
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt091573
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047280
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045151
IRS990ScheduleA/Total509Grp/TotalAmt0257072
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt073068
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt091573
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt047280
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt045151
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0257072
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, conventions, and meetings 876
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies 150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Telephone 974
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM EXPENSES 50,622
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OFFICE EXPENSES 367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPUTER AND INTERNET 771
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DUES AND SUBSCRIPTIONS 883
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SHADA SHORES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-19
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.118.20.148
ReturnHeader/FilingSecurityInformation/IPDt02019-11-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:54:51
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/PreparationDt02019-11-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAIJA M TRUJILLO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-19T12:47:57-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,874
Liabilities
-
Net assets
$13,874
Revenue
$65,066
Expenses
$64,960
Net income
$106
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