Civic Intelligence

Rancho Feliz Charitable Foundation

EIN 86-0680369 • 501(c)3 • Phoenix, AZ

Profile

A volunteer-based, binational organization committed to serving the community of agua prieta, sonora, mexico through access to education through public and private scholarships, affordable housing and volunteer opportunities such as food distributions and home building, to keep communities on both sides of the border connected.

2398 E Camelback Rd Suite 1080Phoenix, AZ 85016

www.ranchofeliz.com

Siviq Scores

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

Liabilities / Assets

66th percentile

0.19x

Higher debt load relative to assets than 66% of similar nonprofits.

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

Liabilities / Revenue

54th percentile

0.10x

Higher debt load relative to revenue than 54% of similar nonprofits.

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

Net Margin

76th percentile

24%

Higher net margin than 76% of similar nonprofits.

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

Top Officer Pay

78th percentile

$130,400

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

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

Asset Growth

97th percentile

170%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

92nd percentile

115%

Faster revenue growth than 92% of similar nonprofits.

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

Assets

Up

$1,342,861

Up $846,213 (+170%) from 2023

Liabilities

Up

$252,528

Up $189,408 (+300%) from 2023

Net Assets

Up

$1,090,333

Up $656,805 (+152%) from 2023

Revenue

Up

$2,651,927

Up $1,421,295 (+115%) from 2023

Expenses

Up

$2,025,474

Up $558,463 (+38%) from 2023

Net Income

Up

$626,453

Up $862,832 (+365%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $250,420Liabilities 2011: $0Net Assets 2011: $250,4202011Assets 2012: $265,488Liabilities 2012: $0Net Assets 2012: $265,4882012Assets 2013: $216,265Liabilities 2013: $72,800Net Assets 2013: $143,4652013Assets 2014: $178,722Liabilities 2014: $80,670Net Assets 2014: $98,0522014Assets 2015: $113,243Liabilities 2015: $1,674Net Assets 2015: $111,5692015Assets 2016: $288,969Liabilities 2016: $1,088Net Assets 2016: $287,8812016Assets 2017: $251,438Liabilities 2017: $1,513Net Assets 2017: $249,9252017Assets 2018: $395,872Liabilities 2018: $920Net Assets 2018: $394,9522018Assets 2019: $727,096Liabilities 2019: $1,600Net Assets 2019: $725,4962019Assets 2020: $495,048Liabilities 2020: $6,695Net Assets 2020: $488,3532020Assets 2021: $374,397Liabilities 2021: $15,431Net Assets 2021: $358,9662021Assets 2022: $680,324Liabilities 2022: $10,417Net Assets 2022: $669,9072022Assets 2023: $496,648Liabilities 2023: $63,120Net Assets 2023: $433,5282023Assets 2024: $1,342,861Liabilities 2024: $252,528Net Assets 2024: $1,090,3332024

Highlighted filing

2024

Assets$1,342,861
Liabilities$252,528
Net Assets$1,090,333

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $454,486Expenses 2011: $359,787Net Income 2011: $94,6992011Expenses 2012: $483,1882012Revenue 2013: $495,733Expenses 2013: $541,956Net Income 2013: -$46,2232013Revenue 2014: $457,699Expenses 2014: $503,112Net Income 2014: -$45,4132014Revenue 2015: $461,816Expenses 2015: $448,299Net Income 2015: $13,5172015Revenue 2016: $716,792Expenses 2016: $540,480Net Income 2016: $176,3122016Revenue 2017: $466,401Expenses 2017: $504,357Net Income 2017: -$37,9562017Revenue 2018: $1,218,967Expenses 2018: $1,073,940Net Income 2018: $145,0272018Revenue 2019: $1,489,227Expenses 2019: $1,158,683Net Income 2019: $330,5442019Revenue 2020: $936,286Expenses 2020: $1,173,619Net Income 2020: -$237,3332020Revenue 2021: $1,108,297Expenses 2021: $1,237,684Net Income 2021: -$129,3872021Revenue 2022: $1,494,272Expenses 2022: $1,183,331Net Income 2022: $310,9412022Revenue 2023: $1,230,632Expenses 2023: $1,467,011Net Income 2023: -$236,3792023Revenue 2024: $2,651,927Expenses 2024: $2,025,474Net Income 2024: $626,4532024

Highlighted filing

2024

Revenue$2,651,927
Expenses$2,025,474
Net Income$626,453

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.25$1.09$2.65$2.03$0.63
2023Detailed filing. Detailed filing data is available for this year.$0.50$0.06$0.43$1.23$1.47$0.24
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.01$0.67$1.49$1.18$0.31
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.02$0.36$1.11$1.24$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.01$0.49$0.94$1.17$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$1.49$1.16$0.33
2018Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.39$1.22$1.07$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.47$0.50$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.72$0.54$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.46$0.45$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.18$0.08$0.10$0.46$0.50$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.22$0.07$0.14$0.50$0.54$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$0.48
2011Summary only. Only limited summary data is available for this year.$0.25$0.00$0.25$0.45$0.36$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.0
Gross Receipts
$2,651,927
Mission and Program Overview

Mission

Provide food and shelter to the poor in mexican border towns. Provide housing, private and public scholarships in mexico. Provide dog & cat sterilation service. Provide volunteer opportunities for americans.

Volunteer-based, binational and committed to serving the community of agua prieta, sonora, mexico by providing educational scholarships and volunteer service experiences.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$413,890$1,193,411▲ $779,521
Accounts Receivable$42,381$56,463▲ $14,082
Pledges and Grants Receivable$10,000$36,500▲ $26,500
Land, Buildings, and Equipment, Net$27,377$21,538▼ $5,839
Prepaid Expenses and Deferred Charges$3,000$4,898▲ $1,898
Total Assets$496,648$1,342,861▲ $846,213
Other Assets Total-$30,051-
Liabilities
Accounts Payable and Accrued Expenses$60,420$252,528▲ $192,108
Deferred Revenue$2,700--
Total Liabilities$63,120$252,528▲ $189,408
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$91,346$1,090,333▲ $998,987
Net Assets With Donor Restrictions$342,182--
Total Net Assets Fund Balance$433,528$1,090,333▲ $656,805
Total Liabilities and Net Assets / Fund Balance$496,648$1,342,861▲ $846,213

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$21,538$20,856-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna ValdesCEOFT$125,000$5,400$130,400
Monica GeryProgram DireFT$80,000$5,400$85,400
Ellen VersenDirector AccFT$80,000$1,800$81,800

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,506,016
Program Service Revenue
$129,509
Investment Income
$11,700
Other Revenue
$4,702
All Other Contributions
$1,727,836
Change in Net Assets
$626,453
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,199,157
Other Expenses$563,793
Salaries, Compensation, and Employee Benefits$262,524
Total Fundraising Expense$89,795
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$1,178,063--$1,178,063
Current Officers, Directors, Trustees, and Key Employees$173,811$43,453-$217,264
Fees for Services Other$4,055$4,055$67,926$76,036
Travel$25,946-$54$26,000
Grants to Domestic Individuals$21,094--$21,094
Other Employee Benefits$15,791$3,024-$18,815
Payroll Taxes$13,656$3,414-$17,070
Other Expenses$1,646$12,637$320$14,603
Information Technology$9,929$637$3,550$14,116
Advertising$9,108$3,569$97$12,774
Other Salaries and Wages$9,375--$9,375
Office Expenses$2,136$4,627$1,634$8,397
Depreciation Depletion$2,919$2,920-$5,839
Insurance$2,119$2,119-$4,238
Occupancy$2,397--$2,397
Fees for Services Accounting-$1,900-$1,900
All Other Expenses$500--$500
Fees for Services Legal-$290-$290
Total Functional Expenses$1,851,786$83,893$89,795$2,025,474
International Activity

International Summary

Spending
$1,178,063

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North America - Canada and MexicoVolunteer ProgramVolunteer Program--$514,132
North America - Canada and MexicoEducationEducation--$480,947
North America - Canada and MexicoBi-lingual EducationBi-lingual Education--$182,984
North America - Canada and MexicoHousing ProgramHousing Program---
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
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
Yes
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, Page 6, Part VI, Line 2

James armstrong patrick armstrong director director family

Form 990, Page 6, Part VI, Line 11B

The 990 is prepared by an outside accounting firm, fester & chapman, pllc and is reviewed by the board of directors prior to being filed.

Form 990, Page 6, Part VI, Line 12C

In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists.

Form 990, Page 6, Part VI, Line 15A

Compensation for the top official is determined through board review of national averages for a non-profit of our size and revenue.

Form 990, Page 6, Part VI, Line 15B

Policy was discussed at board meeting and adopted.

Form 990, Page 6, Part VI, Line 19

The form 990 is available on our website, other non-profit websites, and upon request. All policies are available upon request.

Filing and Contact Details

Filer

Filer Name
Rancho Feliz Charitable Foundation
EIN
86-0680369
Phone
6025389192
Address
2398 E CAMELBACK RD SUITE 1080, PHOENIX, AZ 85016

Signing Officer

Name
Donna Valdes
Title
CEO
Phone
6025389192
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Powell B Gillenwater Iii
Formed
1992
Legal Domicile
Az
Voting Board Members
8
Independent Board Members
7
Employees
5
Volunteers
14

Preparer

Firm
Fester & Chapman Pllc
Address
9019 E BAHIA DR STE 100, SCOTTSDALE, AZ 85260
Preparer
Rachel R Locke CPA
Phone
6022643077
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

A volunteer-based, binational organization committed to serving the community of agua prieta, sonora, mexico through access to education through public and private scholarships, affordable housing and volunteer opportunities such as food distributions and home building, to keep communities on both sides of the border connected.

Form 990, Page 2, Part III, Line 4A

Education for over 36 years, rancho feliz has been committed to breaking the cycle of poverty by offering preschool through college scholarships to low-income families. Scholarships are funded by donations and provide students with high-quality bi-lingual education at private and public local schools. Scholarships include registration, tuition, books and other academic materials, psychological assistance and student activities. Once a student graduates from high school, depending on their career choice, they have the opportunity to attend a local technical collage or a public university in mexico. Scholarships are reviewed on an annual basis and students and families are expected to comply with scholarship expectations and guidelines.

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IRS990/Desc0EDUCATION FOR OVER 36 YEARS, RANCHO FELIZ HAS BEEN COMMITTED TO BREAKING THE CYCLE OF POVERTY BY OFFERING PRESCHOOL THROUGH COLLEGE SCHOLARSHIPS TO LOW-INCOME FAMILIES. SCHOLARSHIPS ARE FUNDED BY DONATIONS AND PROVIDE STUDENTS WITH HIGH-QUALITY BI-LINGUAL EDUCATION AT PRIVATE AND PUBLIC LOCAL SCHOOLS. SCHOLARSHIPS INCLUDE REGISTRATION, TUITION, BOOKS AND OTHER ACADEMIC MATERIALS, PSYCHOLOGICAL ASSISTANCE AND STUDENT ACTIVITIES. ONCE A STUDENT GRADUATES FROM HIGH SCHOOL, DEPENDING ON THEIR CAREER CHOICE, THEY HAVE THE OPPORTUNITY TO ATTEND A LOCAL TECHNICAL COLLAGE OR A PUBLIC UNIVERSITY IN MEXICO. SCHOLARSHIPS ARE REVIEWED ON AN ANNUAL BASIS AND STUDENTS AND FAMILIES ARE EXPECTED TO COMPLY WITH SCHOLARSHIP EXPECTATIONS AND GUIDELINES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/MissionDesc0A VOLUNTEER-BASED, BINATIONAL ORGANIZATION COMMITTED TO SERVING THE COMMUNITY OF AGUA PRIETA, SONORA, MEXICO THROUGH ACCESS TO EDUCATION THROUGH PUBLIC AND PRIVATE SCHOLARSHIPS, AFFORDABLE HOUSING AND VOLUNTEER OPPORTUNITIES SUCH AS FOOD DISTRIBUTIONS AND HOME BUILDING, TO KEEP COMMUNITIES ON BOTH SIDES OF THE BORDER CONNECTED.
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IRS990/ProgSrvcAccomActy2Grp/Desc0VOLUNTEER PROGRAM RANCHO FELIZ BRINGS PEOPLE TOGETHER TO TRANSCEND CULTURAL BOUNDARIES THROUGH EDUCATION AND SERVICE WORK ON THE ARIZONA / MEXICO BORDER. WE PROVIDE PURPOSEFUL EXPERIENCES THAT IMPROVE THE LIVES OF VOLUNTEERS WHILE AT THE SAME TIME HELPING THOSE WHO WERE NOT BORN INTO OUR SAME FORTUNATE CIRCUMSTANCES. OUR VOLUNTEER GUEST HOUSE, LA HACIENDA FELIZ, OFFERS ACCOMMODATIONS FOR UP TO 60 VOLUNTEERS, PROVIDING THEM WITH A CULTURALLY RICH AND IMMERSIVE MEXICAN EXPERIENCE. VOLUNTEERS PARTICIPATE IN BUILDING HOMES, FOOD DISTRIBUTIONS, AND INTERACTIVE VISITS TO DOG SHELTERS, AN ORPHANAGE AND MIGRANT SHELTER. STAYS OFFER TRANSPORTATION AND GUIDED TOURS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0VECINOS IN 1999, RANCHO FELIZ CONSTRUCTED A 3 ACRE AFFORDABLE HOUSING COMMUNITY CALLED "VECINOS DIGNOS SIN FRONTERAS" (WORTHY NEIGHBORS WITHOUT BORDERS). THIS VISIONARY NEIGHBORHOOD HAS 42 HOMES AND HOUSES APPROXIMATELY 150 PEOPLE. VECINOS WAS DEVELOPED TO PROVIDE FAMILIES IN AGUA PRIETA, MEXICO AN AFFORDABLE AND SAFE PLACE TO LIVE. THE NEIGHBORHOOD INCLUDES AN ONSITE CHILDCARE FACILITY, EDUCATION CENTER, PLAYGROUNDS AND SPORTS COURT. ALL RESIDENTS COMPLETE VOLUNTEER HOURS AND HELP SUPPORT THE COMMUNITY AND BEYOND THROUGH VARIOUS INITIATIVES.
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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0NORTH AMERICA - CANADA AND MEXICO
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