Civic Intelligence

Fenixia Foundation Inc.

EIN 81-2573032 • 501(c)3 • Palm Desert, CA

Pub. 78 Eligible990-N CoverageNTEE P80

Profile

Supports&resources with special needs

73638 Picasso DrivePalm Desert, CA 92211

www.fenixiafoundation.org

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE P80 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE P80 • <$500k nonprofits • Source year 2025

Net Margin

47th percentile

6.7%

Higher net margin than 47% of similar nonprofits.

NTEE P80 • <$500k nonprofits • Source year 2025

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

NTEE P80 • <$500k nonprofits • Source year 2025

Asset Growth

55th percentile

6.2%

Faster asset growth than 55% of similar nonprofits.

NTEE P80 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

21st percentile

-31%

Faster revenue growth than 21% of similar nonprofits.

NTEE P80 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$76,760

Up $4,508 (+6.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$76,760

Up $4,508 (+6.2%) from 2024

Operations
Liabilities / Revenue58th percentileNet Margin47th percentile

Revenue

Down

$67,431

Down $30,268 (-31%) from 2024

Expenses

Down

$62,923

Down $21,767 (-26%) from 2024

Net Income

Down

$4,508

Down $8,501 (-65%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$80K$60K$40K$20K$0Assets 2023: $59,243Liabilities 2023: $0Net Assets 2023: $59,2432023Assets 2024: $72,252Liabilities 2024: $0Net Assets 2024: $72,2522024Assets 2025: $76,760Liabilities 2025: $0Net Assets 2025: $76,7602025

Highlighted filing

2025

Assets$76,760
Liabilities$0
Net Assets$76,760
Open 2025 Filing

Operations Trend

Revenue Growth21st percentile

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

$100K$50K$0Revenue 2023: $75,010Expenses 2023: $59,118Net Income 2023: $15,8922023Revenue 2024: $97,699Expenses 2024: $84,690Net Income 2024: $13,0092024Revenue 2025: $67,431Expenses 2025: $62,923Net Income 2025: $4,5082025

Highlighted filing

2025

Revenue$67,431
Expenses$62,923
Net Income$4,508
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,760
Liabilities
$0
Net assets
$76,760
Revenue
$67,431
Expenses
$62,923
Net income
$4,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$76.8$0.00$76.8$67.4$62.9$4.51
2024Detailed filing. Detailed filing data is available for this year.$72.3$0.00$72.3$97.7$84.7$13.0
2023Detailed filing. Detailed filing data is available for this year.$59.2$0.00$59.2$75.0$59.1$15.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Jan 29, 2026
Return Version
2025v4.0
Gross Receipts
$67,431
Mission and Program Overview

Mission

Supports&resources with special needs

Program Services

DescriptionGrantsExpenses
SOCIAL&WELLNESS ACTIVITIES FOR TEENS&ADULTS WITH SPECIAL NEEDS$27,951$0
THERAPY&MEDICAL SUPPORT PROGRAM$19,194$0
Other program services$9,466$0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA D VALERIOCEOPT$0--
LANI HESSENSecretery-$0--
KRISTIN LANDUCCICFO-$0--
XERXES R VALERIOOfficer-$0--
JENNIFER S FLOIRENDOOfficer-$0--
TRICIA LUTHEROfficer-$0--
ERIC J ELLIOTTOfficer-$0--
AMBER FILIPEOfficer-$0--
Filing and Contact Details

Filer

Filer Name
Fenixia Foundation
EIN
81-2573032
In Care Of
% LISA D VALERIO
Phone
6504641373
Address
73638 PICASSO DRIVE, PALM DESERT, CA 92211

Signing Officer

Name
Lisa D Valerio
Title
CEO
Phone
6504641373
Signed
2026-01-29
Discuss with paid preparer
Yes

Preparer

Firm
M and J Tax Services
Address
74040 Hwy 111 Ste C, Palm Desert, CA 92260
Preparer
Michael Clark Ea
Phone
7605656916
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountOTHER EXPENSES 56,611”

Other program services Part III line 31

“Business and registration fees $1262.00 computer & software $3540.00 liability insurance $1867.00 misc $388.00 marketing $2409.00”

Raw XML Appendix178 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LISA D VALERIO
IRS990EZ/BooksInCareOfDetail/PhoneNum06504641373
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt073638 PICASSO DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALM DESERT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092211
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072252
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt076760
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt066311
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04508
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04502
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt072252
IRS990EZ/Form990TotalAssetsGrp/EOYAmt076760
IRS990EZ/GrossReceiptsAmt067431
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072252
IRS990EZ/NetAssetsOrFundBalancesEOYAmt076760
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072252
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt076760
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA D VALERIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LANI HESSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTIN LANDUCCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3XERXES R VALERIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER S FLOIRENDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TRICIA LUTHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ERIC J ELLIOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7AMBER FILIPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7OFFICER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt056611
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORTS&RESOURCES WITH SPECIAL NEEDS
IRS990EZ/PrintingPublicationsPostageAmt01810
IRS990EZ/ProgramServiceRevenueAmt01120
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOCIAL&WELLNESS ACTIVITIES FOR TEENS&ADULTS WITH SPECIAL NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THERAPY&MEDICAL SUPPORT PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027951
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt119194
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt29466
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062923
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt067431
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FENIXIAFOUNDATION.ORG
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt067431
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt097699
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt075010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt054690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt035882
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0330712
IRS990ScheduleA/PublicSupportCY170Pct00.96590
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0319427
IRS990ScheduleA/SubstantialContributorsTotAmt011285
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt067431
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt097699
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt075010
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt054690
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt035882
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0330712
IRS990ScheduleA/TotalSupportAmt0330712
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/ExplanationTxt0Description AmountOTHER EXPENSES 56,611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BUSINESS AND REGISTRATION FEES $1262.00 COMPUTER & SOFTWARE $3540.00 LIABILITY INSURANCE $1867.00 MISC $388.00 MARKETING $2409.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other program services Part III line 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA D VALERIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06504641373
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FENIXIA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FENI
ReturnHeader/Filer/EIN0812573032
ReturnHeader/Filer/InCareOfNm0% LISA D VALERIO
ReturnHeader/Filer/PhoneNum06504641373
ReturnHeader/Filer/USAddress/AddressLine1Txt073638 PICASSO DRIVE
ReturnHeader/Filer/USAddress/CityNm0PALM DESERT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092211
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0851695463
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M and J Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt074040 Hwy 111 Ste C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palm Desert
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092260
ReturnHeader/PreparerPersonGrp/PhoneNum07605656916
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL CLARK EA
ReturnHeader/ReturnTs02026-02-21T10:40:12-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.