Civic Intelligence

CIVIC San Diego Economic Growth and Neig Neighborhood Investment Fund

990 • Fiscal year 2021 • EIN 46-0660465

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 04, 2022

Organization ProfileWWW.CIVICSD.COM
8989 Rio San Diego Drive Suite 100San Diego, CA 92108

(619) 235-2200

Siviq Scores

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

Liabilities / Assets

35th percentile

0.05x

Higher debt load relative to assets than 35% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

33rd percentile

0.07x

Higher debt load relative to revenue than 33% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

87th percentile

52%

Higher net margin than 87% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

89th percentile

$296,842

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

88th percentile

46%

Faster asset growth than 88% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

63rd percentile

22%

Faster revenue growth than 63% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$6,118,997

Up $1,938,795 (+46%) from 2020

Net Assets

Up

$5,822,865

Up $2,158,162 (+59%) from 2020

Liabilities

Down

$296,132

Down $219,367 (-43%) from 2020

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin87th percentile

Revenue

Up

$4,125,708

Up $750,595 (+22%) from 2020

Expenses

Up

$1,966,878

Up $602,327 (+44%) from 2020

Net Income

Up

$2,158,830

Up $148,268 (+7.4%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$20M$15M$10M$5.0M$0Assets 2014: $701,504Liabilities 2014: $34,490Net Assets 2014: $667,0142014Assets 2015: $1,127,900Liabilities 2015: $166,513Net Assets 2015: $961,3872015Assets 2016: $2,171,767Liabilities 2016: $41,664Net Assets 2016: $2,130,1032016Assets 2017: $1,646,384Liabilities 2017: $188,885Net Assets 2017: $1,457,4992017Assets 2018: $1,239,586Liabilities 2018: $418,336Net Assets 2018: $821,2502018Assets 2019: $2,460,122Liabilities 2019: $765,981Net Assets 2019: $1,694,1412019Assets 2020: $4,180,202Liabilities 2020: $515,499Net Assets 2020: $3,664,7032020Assets 2021: $6,118,997Liabilities 2021: $296,132Net Assets 2021: $5,822,8652021Assets 2022: $8,998,192Liabilities 2022: $1,356,113Net Assets 2022: $7,642,0792022Assets 2023: $12,845,414Liabilities 2023: $4,469,006Net Assets 2023: $8,376,4082023Assets 2024: $17,269,024Liabilities 2024: $7,301,809Net Assets 2024: $9,967,2152024Assets 2025: $19,193,947Liabilities 2025: $7,724,902Net Assets 2025: $11,469,0452025

Highlighted filing

2021

Assets$6,118,997
Liabilities$296,132
Net Assets$5,822,865
Open 2021 Filing

Operations Trend

Revenue Growth63rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $784,625Expenses 2014: $117,611Net Income 2014: $667,0142014Revenue 2015: $675,061Expenses 2015: $380,688Net Income 2015: $294,3732015Revenue 2016: $1,437,957Expenses 2016: $269,241Net Income 2016: $1,168,7162016Revenue 2017: $414,121Expenses 2017: $1,086,725Net Income 2017: -$672,6042017Revenue 2018: $1,069,626Expenses 2018: $1,705,875Net Income 2018: -$636,2492018Revenue 2019: $1,639,533Expenses 2019: $1,301,642Net Income 2019: $337,8912019Revenue 2020: $3,375,113Expenses 2020: $1,364,551Net Income 2020: $2,010,5622020Revenue 2021: $4,125,708Expenses 2021: $1,966,878Net Income 2021: $2,158,8302021Revenue 2022: $4,304,569Expenses 2022: $2,507,982Net Income 2022: $1,796,5872022Revenue 2023: $3,768,096Expenses 2023: $2,896,818Net Income 2023: $871,2782023Revenue 2024: $4,591,105Expenses 2024: $2,653,448Net Income 2024: $1,937,6572024Revenue 2025: $5,312,822Expenses 2025: $3,756,554Net Income 2025: $1,556,2682025

Highlighted filing

2021

Revenue$4,125,708
Expenses$1,966,878
Net Income$2,158,830
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 4, 2022
Return Version
2020v4.2
Gross Receipts
$4,125,708
Mission and Program Overview

Mission

The growth fund was created to make qualified low income community investments in the city of san diego or other activities which qualify for new market tax credits (nmtc). The growth fund's purpose is also to engage in (1) raising equity for investment by the growth fund or its affiliated entities; (2) form subsidiary limited liability companies which the growth fund serves as manager or managing member, or subsidiary limited partnerships in which the growth fund serves as general partner; (3) apply on behalf of subsidiaries for their certification as a qualified community development entity (cde) as defined in section 45d of internal revenue code; (4) transfer any allocations of nmtcs the growth fund receives to subsidiary cdes; (5) raise equity for investment in subsidiary cdes; and (6) receive, utilize, and invest gross receipts from growth fund exempt functions and funds.

The civic community partners, inc. (corporation) is a nonprofit public benefit corporation created

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,121,334$4,168,720▲ $1,047,386
Investments Program Related$13,152$965,850▲ $952,698
Accounts Receivable$766,775$691,011▼ $75,764
Savings and Temporary Cash Investments$260,403$261,030▲ $627
Intangible Assets$4,875$16,303▲ $11,428
Prepaid Expenses and Deferred Charges$0$2,420▲ $2,420
Total Assets$4,180,202$6,118,997▲ $1,938,795
Other Assets Total$13,663$13,663→ $0
Liabilities
Accounts Payable and Accrued Expenses$495,499$296,132▼ $199,367
Other Liabilities$20,000$0▼ $20,000
Total Liabilities$515,499$296,132▼ $219,367
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,664,703$4,322,865▲ $658,162
Net Assets With Donor Restrictions$0$1,500,000▲ $1,500,000
Total Net Assets Fund Balance$3,664,703$5,822,865▲ $2,158,162
Total Liabilities and Net Assets / Fund Balance$4,180,202$6,118,997▲ $1,938,795

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$450,000--
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Maddy KilkennyChair
Andrew PhillipsPresident & CEO
Stephen RussellVice Chair
Paola AvilaDirector
Philip RathDirector
Robert RobinsonDirector
Theodore ShawDirector
Tina Ngo BartelDirector
Victor AvinaDirector
Elias SanchezAvp, Neighborhood Inverstment
Lisa GreesonEvp, Adminstration
Daniel KayEvp, Engineering & Construction
Michael LengyelEvp, Lending & Investment
Richard GeislerSecretary
Carlos VasquezTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
United Fund Advisors LLCNmtc Management And Consulting1455 NW IRVINE STREET SUITE 590, Portland, OR 97209$400,000
Revenue and Support

Revenue Composition

Contributions and Grants
$1,723,991
Program Service Revenue
$2,392,497
Investment Income
$9,220
Other Revenue
$0
All Other Contributions
$1,723,991
Change in Net Assets
$2,158,830
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,200,738
Grants and Similar Amounts Paid$766,140
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$766,140--$766,140
Fees for Services Management$469,946--$469,946
Conferences and Meetings$36,392--$36,392
Fees for Services Legal$32,999--$32,999
Fees for Services Accounting$15,850--$15,850
Office Expenses$11,356--$11,356
Insurance$7,761--$7,761
Depreciation Depletion$4,384--$4,384
Other Expenses$1,800--$1,800
Total Functional Expenses$1,966,878$0$0$1,966,878
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Civic San DiegoSan Diego, CA501(c)(3)Funding for Economic Development and Community Investment Programs and Services$676,140
San Diego Regional Economic Development CorporationSan Diego, CA501(c)(6)TO HELP UNDERWRITE A PORTION OF SAN DIEGO ECONOMIC DEVELOPMENT CORPORATION'S ANCHOR INSTITUTION COLLABORATIVE.$50,000
Diamond Business Association IncSan Diego, CA501(c)(6)Funding to Support the Bid Access to Capital Collaboration in the Diamond Business Improvement District$10,000
Downtown San Diego PartnershipSan Diego, CA501(c)(6)Funding to Support the Bid Access to Capital Collaboration in the Downtown San Diego Business Improvement District$10,000
El Cajon Boulevard Business Improvement AssociationSan Diego, CA501(c)(6)Funding to Support the Bid Access to Capital Collaboration in the El Cajon Business Improvement District$10,000
San Ysidro Chamber of CommerceSan Ysidro, CA501(c)(6)Funding to Support the Bid Access to Capital Collaboration in the San Ysidro Chamber of Commerce Improvement District$10,000
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
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A draft copy of the irs form 990 is made available to each board member for comment and review before it is filed with the internal revenue service.”

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

“The corporation adopted civic san diego's written policy regarding the professional and ethical conduct which addresses the conflict of interest code. Additionally, officers, directors and select employees are required to annually file a statement of economic interest-form 700 with the city of san diego and attend an ethics training course.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Civic Community Partners Inc
EIN
46-0660465
Phone
6192352200
Address
8989 RIO SAN DIEGO DRIVE SUITE 100, SAN DIEGO, CA 92108

Signing Officer

Name
Andrew T Phillips
Title
President & CEO
Phone
6192352200
Signed
2022-04-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew T Phillips
Formed
2013
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
10

Preparer

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

Additional Explanations

FORM 990, PART I, LINE 1: DESCRIPTION OF ORGANIZATION MISSION:

“To make qualified low income community investments in the county of san diego or other activities which qualify for new markets tax credit (nmtc). The corporation's purpose is also to engage in (1) raising equity for investment by the corporation or its affiliated entities; (2) form subsidiary limited liability companies which the corporation serves as manager or managing member, or subsidiary limited partnerships in which the corporation serves as general partner; (3) apply on behalf of subsidiaries for their certification as a qualified community development entity (cde) as definied in section 45d of internal revenue code; (4) transfer any allocations of nmtcs the corporation receives to subsidiary cdes; and (5) raise equity for investment in subsidiary cdes.”

Part XII, Line 2C

“The process has not changed from the prior year.”

Raw XML AppendixShowing 400 of 972 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0495499
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0296132
IRS990/AccountsReceivableGrp/BOYAmt0766775
IRS990/AccountsReceivableGrp/EOYAmt0691011
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE CIVIC COMMUNITY PARTNERS, INC. (CORPORATION) IS A NONPROFIT PUBLIC BENEFIT CORPORATION CREATED
IRS990/AllOtherContributionsAmt01723991
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PAMELA ROJAS
IRS990/BooksInCareOfDetail/PhoneNum06192352200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08989 RIO SAN DIEGO DRIVE SUITE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092108
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt03121334
IRS990/CashNonInterestBearingGrp/EOYAmt04168720
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt036392
IRS990/ConferencesMeetingsGrp/TotalAmt036392
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0400000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01455 NW IRVINE STREET SUITE 590
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd097209
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0UNITED FUND ADVISORS LLC
IRS990/ContractorCompensationGrp/ServicesDesc0NMTC MANAGEMENT AND CONSULTING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01723991
IRS990/CYGrantsAndSimilarPaidAmt0766140
IRS990/CYInvestmentIncomeAmt09220
IRS990/CYOtherExpensesAmt01200738
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02392497
IRS990/CYRevenuesLessExpensesAmt02158830
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01966878
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04125708
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt04384
IRS990/DepreciationDepletionGrp/TotalAmt04384
IRS990/Desc0SERVED AS MANAGING MEMBER OF SUBSIDARY CDES WHICH AUTHORIZED ALLOCATIONS OF $163,000,000 OF NEW MARKETS TAX CREDITS TO FIFTEEN SUBSIDIARY CDES. THESE ALLOCATIONS ASSIST THE ORGANIZATIONS TO FUND CONSTRUCTION PROJECTS AND OR PROGRAMS IN UNDERSERVED COMMUNITIES IN SAN DIEGO COUNTY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01500000
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01966878
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt015850
IRS990/FeesForServicesAccountingGrp/TotalAmt015850
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt032999
IRS990/FeesForServicesLegalGrp/TotalAmt032999
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0469946
IRS990/FeesForServicesManagementGrp/TotalAmt0469946
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt135.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt145.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1045163
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1128876
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1231241
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1339914
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1442632
IRS990/Form990PartVIISectionAGrp/PersonNm0MADDY KILKENNY
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHEN RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD GEISLER
IRS990/Form990PartVIISectionAGrp/PersonNm3CARLOS VASQUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm4TINA NGO BARTEL
IRS990/Form990PartVIISectionAGrp/PersonNm5VICTOR AVINA
IRS990/Form990PartVIISectionAGrp/PersonNm6PAOLA AVILA
IRS990/Form990PartVIISectionAGrp/PersonNm7PHILIP RATH
IRS990/Form990PartVIISectionAGrp/PersonNm8THEODORE SHAW
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm10ANDREW PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm11LISA GREESON
IRS990/Form990PartVIISectionAGrp/PersonNm12DANIEL KAY
IRS990/Form990PartVIISectionAGrp/PersonNm13MICHAEL LENGYEL
IRS990/Form990PartVIISectionAGrp/PersonNm14ELIAS SANCHEZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10251679
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11171094
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12157922
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13158849
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14160855
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt11EVP, ADMINSTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt12EVP, ENGINEERING & CONSTRUCTION
IRS990/Form990PartVIISectionAGrp/TitleTxt13EVP, LENDING & INVESTMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14AVP, NEIGHBORHOOD INVERSTMENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt0766140
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0766140
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0766140
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04125708
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt07761
IRS990/InsuranceGrp/TotalAmt07761
IRS990/IntangibleAssetsGrp/BOYAmt04875
IRS990/IntangibleAssetsGrp/EOYAmt016303
IRS990/InvestmentIncomeGrp/ExclusionAmt09220
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09220
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt013152
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0965850
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CIVIC COMMUNITY PARTNERS WAS CREATED TO MAKE QUALIFIED LOW INCOME COMMUNITY INVESTMENTS IN THE COUNTY OF SAN DIEGO OR OTHER ACTIVITIES WHICH QUALIFY FOR NEW MARKETS TAX CREDIT (NMTC). THE CORPORATION'S PURPOSE IS ALSO TO ENGAGE IN (1) RAISING EQUITY FOR INVESTMENT BY THE CORPORATION OR ITS AFFILIATED ENTITIES; (2) FORM SUBSIDIARY LIMITED LIABILITY COMPANIES WHICH THE CORPORATION SERVES AS MANAGER OR MANAGING MEMBER, OR SUBSIDIARY LIMITED PARTNERSHIPS IN WHICH THE CORPORATION SERVES AS GENERAL PARTNER; (3) APPLY ON BEHALF OF SUBSIDIARIES FOR THEIR CERTIFICATION AS A QUALIFIED COMMUNITY DEVELOPMENT ENTITY (CDE) AS DEFINIED IN SECTION 45D OF INTERNAL REVENUE CODE; (4) TRANSFER ANY ALLOCATIONS OF NMTCS RECEIVED BY THE CORPORATION TO SUBSIDIARY CDES; (5) INVEST EXCESS NMTC REVENUES INTO CDFI PROGRAMS AND ACTIVITIES, AND (6) ENGAGE IN ANY OTHER ACTIVITIES IN FURTHERANCE OF THE PURPOSE FOR WHICH THE CORPORATION WAS FORMED.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03664703
IRS990/NetAssetsOrFundBalancesEOYAmt05822865
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03664703
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04322865
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt011356
IRS990/OfficeExpensesGrp/TotalAmt011356
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt013663
IRS990/OtherAssetsTotalGrp/EOYAmt013663
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SUCCESS FEES - UFA
IRS990/OtherExpensesGrp/Desc1CONSULTANT EXPENSES
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt0600000
IRS990/OtherExpensesGrp/ProgramServicesAmt120250
IRS990/OtherExpensesGrp/ProgramServicesAmt21800
IRS990/OtherExpensesGrp/TotalAmt0600000
IRS990/OtherExpensesGrp/TotalAmt120250
IRS990/OtherExpensesGrp/TotalAmt21800
IRS990/OtherLiabilitiesGrp/BOYAmt020000
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02420
IRS990/PrincipalOfficerNm0ANDREW T PHILLIPS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/BusinessCd1561000
IRS990/ProgramServiceRevenueGrp/BusinessCd2561000
IRS990/ProgramServiceRevenueGrp/BusinessCd3561000
IRS990/ProgramServiceRevenueGrp/BusinessCd4561000
IRS990/ProgramServiceRevenueGrp/Desc0PLACEMENT AND SERVICIN
IRS990/ProgramServiceRevenueGrp/Desc1ASSET MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc2INCENTIVE MANAGEMENT F
IRS990/ProgramServiceRevenueGrp/Desc3FISCAL SPONSORSHIP FEE
IRS990/ProgramServiceRevenueGrp/Desc4MISCELLANEOUS REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01650000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1644199
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt265586
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt330698
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt41610
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01650000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1644199
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt265586
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt330698
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41610
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02033950
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0608832
IRS990/PYInvestmentIncomeAmt051701
IRS990/PYOtherExpensesAmt0755719
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01289462
IRS990/PYRevenuesLessExpensesAmt02010562
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01364551
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03375113
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02158830
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt02392497
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0260403
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0261030
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0135000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt030000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0165000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01723991
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02033950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03787941
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09220
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt051701
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt042341
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05925
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt051
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0109238
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02392497
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01289462
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01567191
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01063701
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0414070
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06726921
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09220
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt051701
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt042341
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05925
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt051
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0109238
IRS990ScheduleA/InvestmentIncomeCYPct00.01030
IRS990ScheduleA/InvestmentIncomePYPct00.01260
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.74430
IRS990ScheduleA/PublicSupportPY509Pct00.88660
IRS990ScheduleA/PublicSupportTotal509Amt07907336
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt01807244
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0800282
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt02607526
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt01672244
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0770282
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt02442526
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04116488
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03323412
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01597191
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01063701
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0414070
IRS990ScheduleA/Total509Grp/TotalAmt010514862
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04125708
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03375113
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01639532
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01069626
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0414121
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010624100
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/InvstProgramRelatedOrgGrp/BookValueAmt013850
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1502000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2450000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0INVESTMENTS IN NMTC LIMITED LIABILITY COMPANIES
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1INVESTMENTS IN RELATED PARTY
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2EQUITY INVESTMENTS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt0965850
IRS990ScheduleI/GrantRecordsMaintainedInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,118,997
Liabilities
$296,132
Net assets
$5,822,865
Revenue
$4,125,708
Expenses
$1,966,878
Net income
$2,158,830
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$19.2$7.72$11.5$5.31$3.76$1.56
2024Detailed filing. Detailed filing data is available for this year.$17.3$7.30$9.97$4.59$2.65$1.94
2023Detailed filing. Detailed filing data is available for this year.$12.8$4.47$8.38$3.77$2.90$0.87
2022Detailed filing. Detailed filing data is available for this year.$9.00$1.36$7.64$4.30$2.51$1.80
2021Detailed filing. Detailed filing data is available for this year.$6.12$0.30$5.82$4.13$1.97$2.16
2020Summary only. Only limited summary data is available for this year.$4.18$0.52$3.66$3.38$1.36$2.01
2019Detailed filing. Detailed filing data is available for this year.$2.46$0.77$1.69$1.64$1.30$0.34
2018Detailed filing. Detailed filing data is available for this year.$1.24$0.42$0.82$1.07$1.71$0.64
2017Detailed filing. Detailed filing data is available for this year.$1.65$0.19$1.46$0.41$1.09$0.67
2016Detailed filing. Detailed filing data is available for this year.$2.17$0.04$2.13$1.44$0.27$1.17
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.17$0.96$0.68$0.38$0.29
2014Detailed filing. Detailed filing data is available for this year.$0.70$0.03$0.67$0.78$0.12$0.67