Civic Intelligence

Phoenix Community Development and Investment Corporation

990 • Fiscal year 2023 • EIN 35-2175243

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 31, 2024

Organization ProfileWWW.PCDIC.ORG
2201 E Camelback Rd Ste 403Phoenix, AZ 85016

(602) 262-6242

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

12th percentile

0.04x

Higher debt load relative to revenue than 12% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

90th percentile

47%

Higher net margin than 90% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

46th percentile

5.2%

Faster asset growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

74%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$39,320,171

Up $1,943,768 (+5.2%) from 2022

Net Assets

Up

$39,156,888

Up $2,030,485 (+5.5%) from 2022

Liabilities

Down

$163,283

Down $86,717 (-35%) from 2022

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin90th percentile

Revenue

Up

$3,772,700

Up $1,603,727 (+74%) from 2022

Expenses

Down

$1,982,634

Down $3,191,201 (-62%) from 2022

Net Income

Up

$1,790,066

Up $4,794,928 (+160%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$60M$40M$20M$0Assets 2011: $9,289,375Liabilities 2011: $307,757Net Assets 2011: $8,981,6182011Assets 2012: $9,556,022Liabilities 2012: $382,480Net Assets 2012: $9,173,5422012Assets 2013: $12,727,771Liabilities 2013: $422,431Net Assets 2013: $12,305,3402013Assets 2014: $13,811,936Liabilities 2014: $326,196Net Assets 2014: $13,485,7402014Assets 2015: $18,122,977Liabilities 2015: $380,610Net Assets 2015: $17,742,3672015Assets 2016: $29,344,830Liabilities 2016: $365,613Net Assets 2016: $28,979,2172016Assets 2017: $29,242,951Liabilities 2017: $240,801Net Assets 2017: $29,002,1502017Assets 2018: $31,845,984Liabilities 2018: $57,537Net Assets 2018: $31,788,4472018Assets 2019: $34,334,158Liabilities 2019: $63,995Net Assets 2019: $34,270,1632019Assets 2020: $36,272,976Liabilities 2020: $47,250Net Assets 2020: $36,225,7262020Assets 2021: $40,907,790Liabilities 2021: $0Net Assets 2021: $40,907,7902021Assets 2022: $37,376,403Liabilities 2022: $250,000Net Assets 2022: $37,126,4032022Assets 2023: $39,320,171Liabilities 2023: $163,283Net Assets 2023: $39,156,8882023Assets 2024: $39,881,295Liabilities 2024: $264,240Net Assets 2024: $39,617,0552024

Highlighted filing

2023

Assets$39,320,171
Liabilities$163,283
Net Assets$39,156,888
Open 2023 Filing

Operations Trend

Revenue Growth91st percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $791,8082011Expenses 2012: $949,7942012Revenue 2013: $4,170,715Expenses 2013: $1,042,847Net Income 2013: $3,127,8682013Revenue 2014: $2,064,722Expenses 2014: $905,556Net Income 2014: $1,159,1662014Revenue 2015: $4,981,779Expenses 2015: $743,064Net Income 2015: $4,238,7152015Revenue 2016: $12,323,974Expenses 2016: $1,069,870Net Income 2016: $11,254,1042016Revenue 2017: $910,402Expenses 2017: $887,625Net Income 2017: $22,7772017Revenue 2018: $4,355,617Expenses 2018: $1,569,477Net Income 2018: $2,786,1402018Revenue 2019: $2,956,474Expenses 2019: $1,026,086Net Income 2019: $1,930,3882019Revenue 2020: $4,693,317Expenses 2020: $3,042,872Net Income 2020: $1,650,4452020Revenue 2021: $6,695,939Expenses 2021: $2,402,409Net Income 2021: $4,293,5302021Revenue 2022: $2,168,973Expenses 2022: $5,173,835Net Income 2022: -$3,004,8622022Revenue 2023: $3,772,700Expenses 2023: $1,982,634Net Income 2023: $1,790,0662023Revenue 2024: $2,921,536Expenses 2024: $2,557,822Net Income 2024: $363,7142024

Highlighted filing

2023

Revenue$3,772,700
Expenses$1,982,634
Net Income$1,790,066
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 31, 2024
Return Version
2023v5.1
Gross Receipts
$3,772,700
Mission and Program Overview

Mission

To alleviate poverty and combat community deterioration through serving or providing investment capital for qualified low-income communities through community development entities in accordance with internal revenue code section 45d and the treasury regulations thereunder.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$33,148,527$24,493,701▼ $8,654,826
Investments Other Securities$8,250$10,013,444▲ $10,005,194
Other Notes and Loans Receivable, Net$4,120,726$4,813,026▲ $692,300
Accounts Receivable$98,900$0▼ $98,900
Intangible Assets-$0-
Total Assets$37,376,403$39,320,171▲ $1,943,768
Liabilities
Accounts Payable and Accrued Expenses$0$98,283▲ $98,283
Deferred Revenue$250,000$65,000▼ $185,000
Total Liabilities$250,000$163,283▼ $86,717
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$36,217,930$38,029,253▲ $1,811,323
Net Assets With Donor Restrictions$908,473$1,127,635▲ $219,162
Total Net Assets Fund Balance$37,126,403$39,156,888▲ $2,030,485
Total Liabilities and Net Assets / Fund Balance$37,376,403$39,320,171▲ $1,943,768

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$10,013,444--
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
Susan BarnesChair
Ginger SpencerChair Emeritus
John ChanVice Chair
Joseph LosadaBoard Member
Julia KarlBoard Member
Mario VenturaBoard Member
Titus MatthewBoard Member
Juan SalgadoChief Executive Officer
Kathleen GitkinTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Phoenix IdaManagement Services2201 E CAMELBACK RD 403, Phoenix, AZ 85016$900,000
Revenue and Support

Revenue Composition

Contributions and Grants
$653,162
Program Service Revenue
$1,819,214
Investment Income
$1,300,324
Other Revenue
$0
All Other Contributions
$653,162
Change in Net Assets
$1,790,066

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,772,700
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$258,306
Total Revenue per Audited Statements
$4,031,006
Total Revenue per Form 990
$3,772,700
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,262,371
Grants and Similar Amounts Paid$720,263
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$495,000$405,000-$900,000
Grants to Domestic Orgs$720,263--$720,263
Fees for Services Accounting-$179,503-$179,503
Office Expenses-$91,645-$91,645
Insurance-$48,662-$48,662
Other Expenses-$28,934-$28,934
Fees for Services Legal-$13,141-$13,141
Depreciation Depletion-$486-$486
Total Functional Expenses$1,215,263$767,371$0$1,982,634

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,000,521
Total Expenses per Form 990$1,982,634
Expenses per Audited Statements$1,982,148
Expenses Not Reported on Form 990$18,373
Expenses Not Reported on Financial Statements$486
Other Expense Adjustments$486
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mobile Home ReliefPhoenix, AZ501(c)(3)Funding Used to Provide Human Services Navigation and Case Management for Residents of Phoenix Mobile Home Parksfacing Eviction Due to the Sale and Change of Use of Those Properties. a Total of 134 Households Comprised of 393 Residents From Three Mobile Home Parks Have Been Transitioned to Permanent Housing. Funding Also Provides Ongoing Support for These Families to Ensure That They Are Stabilized in Their New Housing Environments.$98,769
Alhambra Education PartnershipsPhoenix, AZ501(c)(3)Forgiveable Loan for the Nfl Field at Sevilla Elementary School$83,333
Live Love ChandlerChandler, AZ501(c)(3)Forgiveable Loan for Development and Construction of a 5,000 Square Foot Community Learning Center.$83,333
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization delegated manangement duties to phoenix ida. Management duties include management oversight and decision making, supervising exempt operations and programs, planning and executing budgets, and financial operations. Management services provided by phoenix ida are performed under the direction and supervision of the phoenix community development and investment corporation's board of directors.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“Form 990 and supporting schedules are prepared by tax preparer. The ceo and staff of the filing organization review the return for accuracy prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“A code of ethics and conflict of interest handbook is given to the director when he/she is elected. Prior to voting on the organizations matters, all directors are required to declare and sign any conflict of interest.”

Form 990, Part VI, Section B, Line 15

“The organization delegated manangement duties to phoenix ida. Management duties include management oversight and decision making, supervising exempt operations and programs, planning and executing budgets, and financial operations. All amounts paid as compensation for management services provided by phoenix ida are covered under the professional management and organizational services agreement approved by the organization's board and signed by the chairman of the board.”

Form 990, Part VI, Section C, Line 18

“The organization's documents will be made available for public inspection upon letter request under internal revenue code section 6104.”

Form 990, Part VI, Section C, Line 19

“The organization's documents will be made available for public inspection upon letter request under internal revenue code section 6104.”

Filing and Contact Details

Filer

Filer Name
Phoenix Community Development and
EIN
35-2175243
Phone
6022626242
Address
2201 E CAMELBACK RD STE 403, PHOENIX, AZ 85016

Signing Officer

Name
Juan Salgado
Title
Chief Executive Officer
Phone
6022626242
Signed
2024-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Juan Salgado
Formed
2002
Legal Domicile
Az
Voting Board Members
7
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Novogradac & Company Llp
Address
211 E OCEAN BLVD SUITE 600, LONG BEACH, CA 90802
Preparer
William a Letsinger
Phone
5624329482
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Flow-through income/loss from investments -25. Amortization expense 486. Unrealized gains/losses 239,958.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Flow-through income/loss from investments -25. Unrealized gains/losses 239,958.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Amortization expense 486.”

Raw XML AppendixShowing 400 of 653 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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IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0240419
IRS990/OtherExpensesGrp/Desc0LOAN FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt028934
IRS990/OtherExpensesGrp/TotalAmt028934
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt04120726
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt04813026
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JUAN SALGADO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0523940
IRS990/ProgramServiceRevenueGrp/BusinessCd1523940
IRS990/ProgramServiceRevenueGrp/BusinessCd2523940
IRS990/ProgramServiceRevenueGrp/BusinessCd3523940
IRS990/ProgramServiceRevenueGrp/Desc0SPONSOR FEE
IRS990/ProgramServiceRevenueGrp/Desc1ASSET MANAGEMENT FEE
IRS990/ProgramServiceRevenueGrp/Desc2OTHER FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc3LOAN FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01050000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1554688
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2110025
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3104501
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01050000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1554688
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2110025
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3104501
IRS990/ProgSrvcAccomActy2Grp/Desc0NON-NEW MARKETS SMALL BUSINESS LOANS TO BUSINESSES THAT WOULD NOT QUALIFY FOR TRADITIONAL LENDING, DESIGNED TO ASSIST IN THOSE COMMUNITIES THAT WE SERVE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt074250
IRS990/ProgSrvcAccomActy3Grp/Desc0COLLEGE AND UNIVERSITY SCHOLARSHIP GRANTS FOR TUITION AND OTHER COSTS ARE AWARDED FOR UP TO 4 YEARS TO PRIMARILY LMI STUDENTS, A MAJORITY OF WHOM ARE FIRST-GENERATION COLLEGE STUDENTS. ADDITIONALLY, PCDIC PROVIDED COVID-19 FINANCIAL RELIEF GRANTS TO SMALL BUSINESSES AND NONPROFITS IN LMI AREAS OF MARICOPA COUNTY, AS WELL AS GRANTS TO LOCAL NONPROFITS FOR PROJECTS IN LMI AREAS SUPPORTING AFFORDABLE HOUSING, COMMUNITY/ECONOMIC DEVELOPMENT, HEALTH INNOVATION, AND YOUTH & FAMILY DEVELOPMENT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0794513
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0720263
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0946495
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03900657
IRS990/PYInvestmentIncomeAmt0332887
IRS990/PYOtherExpensesAmt01273178
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0889591
IRS990/PYRevenuesLessExpensesAmt0-3004862
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05173835
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02168973
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01790066
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01819214
IRS990/SavingsAndTempCashInvstGrp/BOYAmt033148527
IRS990/SavingsAndTempCashInvstGrp/EOYAmt024493701
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0653162
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0946495
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0410000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0180000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0355000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02544657
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt018373
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt09609
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt047428
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt0105933
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt067993
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt0249336
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01235412
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0254280
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0158093
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0457543
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0586674
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02692002
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04147583
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50740
IRS990ScheduleA/PublicSupportPY170Pct00.48510
IRS990ScheduleA/PublicSupportTotal170Amt02783713
IRS990ScheduleA/SubstantialContributorsTotAmt010280
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0671535
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0956104
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0457428
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0285933
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0422993
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02793993
IRS990ScheduleA/TotalSupportAmt05485995
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt010013444
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt018373
IRS990ScheduleD/DonatedServicesUseFcltsAmt018373
IRS990ScheduleD/ExpensesNotReportedAmt018373
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0486
IRS990ScheduleD/ExpensesSubtotalAmt01982148
IRS990ScheduleD/OtherExpensesNotIncludedAmt0486
IRS990ScheduleD/OtherRevenueAmt0239933
IRS990ScheduleD/RevenueNotReportedAmt0258306
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03772700
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FLOW-THROUGH INCOME/LOSS FROM INVESTMENTS -25. UNREALIZED GAINS/LOSSES 239,958.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1AMORTIZATION EXPENSE 486.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt010013444
IRS990ScheduleD/TotalExpensesPerForm990Amt01982634
IRS990ScheduleD/TotalRevenuePerForm990Amt03772700
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04031006
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02000521
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0434000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt120827
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR COLLEGE TUITION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1BOOST SUPPORT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt090
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt114
IRS990ScheduleI/RecipientTable/CashGrantAmt083333
IRS990ScheduleI/RecipientTable/CashGrantAmt183333
IRS990ScheduleI/RecipientTable/CashGrantAmt298769
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc2N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FORGIVEABLE LOAN FOR THE NFL FIELD AT SEVILLA ELEMENTARY SCHOOL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FORGIVEABLE LOAN FOR DEVELOPMENT AND CONSTRUCTION OF A 5,000 SQUARE FOOT COMMUNITY LEARNING CENTER.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2FUNDING USED TO PROVIDE HUMAN SERVICES NAVIGATION AND CASE MANAGEMENT FOR RESIDENTS OF PHOENIX MOBILE HOME PARKSFACING EVICTION DUE TO THE SALE AND CHANGE OF USE OF THOSE PROPERTIES. A TOTAL OF 134 HOUSEHOLDS COMPRISED OF 393 RESIDENTS FROM THREE MOBILE HOME PARKS HAVE BEEN TRANSITIONED TO PERMANENT HOUSING. FUNDING ALSO PROVIDES ONGOING SUPPORT FOR THESE FAMILIES TO ENSURE THAT THEY ARE STABILIZED IN THEIR NEW HOUSING ENVIRONMENTS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALHAMBRA EDUCATION PARTNERSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1LIVE LOVE CHANDLER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MOBILE HOME RELIEF
IRS990ScheduleI/RecipientTable/RecipientEIN0860729940
IRS990ScheduleI/RecipientTable/RecipientEIN1260880504
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04510 N 37TH AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11774 E SAN CARLOS PL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21809 W BUCKEYE ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PHOENIX
IRS990ScheduleI/RecipientTable/USAddress/CityNm1CHANDLER
IRS990ScheduleI/RecipientTable/USAddress/CityNm2PHOENIX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2AZ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd085019
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd185249
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd285007
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1N/A
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc2N/A
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATED MANANGEMENT DUTIES TO PHOENIX IDA. MANAGEMENT DUTIES INCLUDE MANAGEMENT OVERSIGHT AND DECISION MAKING, SUPERVISING EXEMPT OPERATIONS AND PROGRAMS, PLANNING AND EXECUTING BUDGETS, AND FINANCIAL OPERATIONS. MANAGEMENT SERVICES PROVIDED BY PHOENIX IDA ARE PERFORMED UNDER THE DIRECTION AND SUPERVISION OF THE PHOENIX COMMUNITY DEVELOPMENT AND INVESTMENT CORPORATION'S BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 AND SUPPORTING SCHEDULES ARE PREPARED BY TAX PREPARER. THE CEO AND STAFF OF THE FILING ORGANIZATION REVIEW THE RETURN FOR ACCURACY PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A CODE OF ETHICS AND CONFLICT OF INTEREST HANDBOOK IS GIVEN TO THE DIRECTOR WHEN HE/SHE IS ELECTED. PRIOR TO VOTING ON THE ORGANIZATIONS MATTERS, ALL DIRECTORS ARE REQUIRED TO DECLARE AND SIGN ANY CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DELEGATED MANANGEMENT DUTIES TO PHOENIX IDA. MANAGEMENT DUTIES INCLUDE MANAGEMENT OVERSIGHT AND DECISION MAKING, SUPERVISING EXEMPT OPERATIONS AND PROGRAMS, PLANNING AND EXECUTING BUDGETS, AND FINANCIAL OPERATIONS. ALL AMOUNTS PAID AS COMPENSATION FOR MANAGEMENT SERVICES PROVIDED BY PHOENIX IDA ARE COVERED UNDER THE PROFESSIONAL MANAGEMENT AND ORGANIZATIONAL SERVICES AGREEMENT APPROVED BY THE ORGANIZATION'S BOARD AND SIGNED BY THE CHAIRMAN OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S DOCUMENTS WILL BE MADE AVAILABLE FOR PUBLIC INSPECTION UPON LETTER REQUEST UNDER INTERNAL REVENUE CODE SECTION 6104.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION'S DOCUMENTS WILL BE MADE AVAILABLE FOR PUBLIC INSPECTION UPON LETTER REQUEST UNDER INTERNAL REVENUE CODE SECTION 6104.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FLOW-THROUGH INCOME/LOSS FROM INVESTMENTS -25. AMORTIZATION EXPENSE 486. UNREALIZED GAINS/LOSSES 239,958.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,320,171
Liabilities
$163,283
Net assets
$39,156,888
Revenue
$3,772,700
Expenses
$1,982,634
Net income
$1,790,066
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.9$0.26$39.6$2.92$2.56$0.36
2023Detailed filing. Detailed filing data is available for this year.$39.3$0.16$39.2$3.77$1.98$1.79
2022Detailed filing. Detailed filing data is available for this year.$37.4$0.25$37.1$2.17$5.17$3.00
2021Detailed filing. Detailed filing data is available for this year.$40.9$0.00$40.9$6.70$2.40$4.29
2020Detailed filing. Detailed filing data is available for this year.$36.3$0.05$36.2$4.69$3.04$1.65
2019Detailed filing. Detailed filing data is available for this year.$34.3$0.06$34.3$2.96$1.03$1.93
2018Detailed filing. Detailed filing data is available for this year.$31.8$0.06$31.8$4.36$1.57$2.79
2017Detailed filing. Detailed filing data is available for this year.$29.2$0.24$29.0$0.91$0.89$0.02
2016Detailed filing. Detailed filing data is available for this year.$29.3$0.37$29.0$12.3$1.07$11.3
2015Detailed filing. Detailed filing data is available for this year.$18.1$0.38$17.7$4.98$0.74$4.24
2014Detailed filing. Detailed filing data is available for this year.$13.8$0.33$13.5$2.06$0.91$1.16
2013Detailed filing. Detailed filing data is available for this year.$12.7$0.42$12.3$4.17$1.04$3.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.56$0.38$9.17$0.95
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.29$0.31$8.98$0.79