Civic Intelligence

Phoenix International Incorporated

EIN 85-2466834 • 501(c)3 • La Plata, MD

Profile

N/a

95 Catalpa DriveLa Plata, MD 20646

pisota.org

Siviq Scores

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

Liabilities / Assets

94th percentile

1.07x

Higher debt load relative to assets than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

1.01x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

32nd percentile

-3.2%

Higher net margin than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$90,135

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

87th percentile

38%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

421%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,436,809

Up $670,333 (+38%) from 2023

Liabilities

Up

$2,611,638

Up $754,037 (+41%) from 2023

Net Assets

Down

-$174,829

Down $83,704 (-92%) from 2023

Revenue

Up

$2,593,112

Up $2,095,395 (+421%) from 2023

Expenses

Up

$2,676,816

Up $2,077,179 (+346%) from 2023

Net Income

Up

-$83,704

Up $18,216 (+18%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2022: $150,299Liabilities 2022: $139,504Net Assets 2022: $10,7952022Assets 2023: $1,766,476Liabilities 2023: $1,857,601Net Assets 2023: -$91,1252023Assets 2024: $2,436,809Liabilities 2024: $2,611,638Net Assets 2024: -$174,8292024

Highlighted filing

2024

Assets$2,436,809
Liabilities$2,611,638
Net Assets-$174,829

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2022: $317,997Expenses 2022: $304,537Net Income 2022: $13,4602022Revenue 2023: $497,717Expenses 2023: $599,637Net Income 2023: -$101,9202023Revenue 2024: $2,593,112Expenses 2024: $2,676,816Net Income 2024: -$83,7042024

Highlighted filing

2024

Revenue$2,593,112
Expenses$2,676,816
Net Income-$83,704

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 16, 2025
Return Version
2023v6.0
Gross Receipts
$2,593,112
Mission and Program Overview

Mission

PISOTA offers students an arts and international-focused school with an innovative, whole-child approach, which prepares young people for leadership in a global and creative world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$603,737$1,192,126▲ $588,389
Cash and Non-Interest-Bearing Accounts$63,726$518,432▲ $454,706
Accounts Receivable$221,320$0▼ $221,320
Prepaid Expenses and Deferred Charges$30,428$18,859▼ $11,569
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,766,476$2,436,809▲ $670,333
Other Assets Total$847,265$707,392▼ $139,873
Liabilities
Mortgage Notes Payable Secured by Investment Property$567,142$1,345,399▲ $778,257
Other Liabilities$942,904$791,270▼ $151,634
Accounts Payable and Accrued Expenses$250,489$474,969▲ $224,480
Deferred Revenue$74,347--
Unsecured Notes Loans Payable$22,719--
Total Liabilities$1,857,601$2,611,638▲ $754,037
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-91,125$-174,829▼ $83,704
Total Net Assets Fund Balance$-91,125$-174,829▼ $83,704
Total Liabilities and Net Assets / Fund Balance$1,766,476$2,436,809▲ $670,333

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$599,462$110,265$709,727
Other Land Buildings$592,664$18,235$610,899
Other Assets Org$707,392--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Angelica JacksonCEOFT$90,135$90,135
Rickkay KingDirectorFT$78,399$78,399

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Gary Anderson ContractingConstruction5875 Breezy Hill Place, Waldorf, MD 20602$499,457
Revenue and Support

Revenue Composition

Contributions and Grants
$203,512
Program Service Revenue
$2,389,600
Investment Income
$0
Other Revenue
$0
All Other Contributions
$37,052
Change in Net Assets
$-83,704

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,593,112
Total Revenue per Audited Statements
$2,593,112
Total Revenue per Form 990
$2,593,112
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,612,015
Other Expenses$1,064,801
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,032,143$141,090-$1,173,233
Occupancy$210,745$12,573-$223,318
Pension Plan Contributions$137,295$32,205-$169,500
Travel$158,461$6,769-$165,230
Depreciation Depletion$122,603$7,314-$129,917
Current Officers, Directors, Trustees, and Key Employees$20,462$81,846-$102,308
Fees for Services Other$29,118$70,983-$100,101
Other Employee Benefits$70,017$16,424-$86,441
Payroll Taxes$65,232$15,301-$80,533
Interest$56,339$3,361-$59,700
Office Expenses$44,505$10,439-$54,944
Fees for Services Accounting-$54,000-$54,000
Insurance$41,496$9,734-$51,230
Other Expenses$16,629$20,413-$20,413
All Other Expenses$15,995$2,083-$18,078
Fees for Services Legal-$943-$943
Total Functional Expenses$2,175,939$500,877$0$2,676,816

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,676,816
Total Expenses per Audited Statements$2,676,816
Total Expenses per Form 990$2,676,816
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease liabilities$783,509
Accrued interest payable$7,761
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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
No

Governance Explanations

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

The Form 990 is reviewed by the Board of Trustees to ensure the financial information aligns to the financial updates provided monthly at the monthly board meetings.

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

Yearly conflict of interest disclosures are signed by trustees each year. Any potential conflict of interest is discussed by the full board and monitored by the full board in alignment with the Financial Policy.

Form 990, Part VI, Section B, Line 15A

Compensation for the senior leadership is detemined by Maryland market trends for the position, local cost of living, and comensurate to the candidate's background experiences and education.

Form 990, Part VI, Section C, Line 19

Available upon request.

Filing and Contact Details

Filer

Filer Name
Phoenix International Incorporated
EIN
85-2466834
Phone
3015354824
Address
95 Catalpa Drive, La Plata, MD 20646

Signing Officer

Name
Angelica Jackson
Title
CEO
Signed
2025-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angelica Jackson
Formed
2020
Legal Domicile
Md
Voting Board Members
5
Independent Board Members
5
Employees
5

Preparer

Firm
KL Hoffman & Company PC
Address
2809 BOSTON ST, BALTIMORE, MD 21224
Preparer
Karen L Hoffman CPA
Phone
4439901005
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

The Internal Revenue Service has not examined (audited) the previous income tax return of Phoenix International Incorporated, thus the previous three (3) years are subject to examination. PISOTA has not taken any questionable tax positions with respect to unrelated business income tax or anything that would jeopardize its 501(c)(3) status.

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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015301
IRS990/PayrollTaxesGrp/ProgramServicesAmt065232
IRS990/PayrollTaxesGrp/TotalAmt080533
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt032205
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0137295
IRS990/PensionPlanContributionsGrp/TotalAmt0169500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt030428
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018859
IRS990/PrincipalOfficerNm0Angelica Jackson
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0Per pupil revenue
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02389600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02389600
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0497717
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0397921
IRS990/PYRevenuesLessExpensesAmt0-101920
IRS990/PYSalariesCompEmpBnftPaidAmt0201716
IRS990/PYTotalExpensesAmt0599637
IRS990/PYTotalRevenueAmt0497717
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-83704
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02389600
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
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/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt02676816
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0599462
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0110265
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0709727
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0707392
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Right-of-use assets
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0592664
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt018235
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0610899
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07761
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1783509
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Accrued interest payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Lease liabilities
IRS990ScheduleD/RevenueSubtotalAmt02593112
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Internal Revenue Service has not examined (audited) the previous income tax return of Phoenix International Incorporated, thus the previous three (3) years are subject to examination. PISOTA has not taken any questionable tax positions with respect to unrelated business income tax or anything that would jeopardize its 501(c)(3) status.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01192126
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0707392
IRS990ScheduleD/TotalExpensesPerForm990Amt02676816
IRS990ScheduleD/TotalLiabilityAmt0791270
IRS990ScheduleD/TotalRevenuePerForm990Amt02593112
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02593112
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02676816
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0Website
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1Receives financial aid from a government agency.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc3Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is reviewed by the Board of Trustees to ensure the financial information aligns to the financial updates provided monthly at the monthly board meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Yearly conflict of interest disclosures are signed by trustees each year. Any potential conflict of interest is discussed by the full board and monitored by the full board in alignment with the Financial Policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation for the senior leadership is detemined by Maryland market trends for the position, local cost of living, and comensurate to the candidate's background experiences and education.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01766476
IRS990/TotalAssetsEOYAmt02436809
IRS990/TotalAssetsGrp/BOYAmt01766476
IRS990/TotalAssetsGrp/EOYAmt02436809
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0203512
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0500877
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02175939
IRS990/TotalFunctionalExpensesGrp/TotalAmt02676816
IRS990/TotalGrossUBIAmt00

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