Civic Intelligence

Phoenix Academy

990 • Fiscal year 2018 • EIN 90-0080788

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 25, 2019

Organization ProfileWWW.PHOENIXTOLEDO.ORG
1505 JeffersonToledo, OH 43604

(419) 720-4500

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$0

Flat from 2018

Net Assets

Flat

$0

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$1,539,417

Flat from 2018

Expenses

Flat

$2,174,040

Flat from 2018

Net Income

Flat

-$634,623

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2011: $5,241,047Liabilities 2011: $1,740,059Net Assets 2011: $3,500,9882011Assets 2012: $4,819,584Liabilities 2012: $1,256,994Net Assets 2012: $3,562,5902012Assets 2013: $5,009,451Liabilities 2013: $608,499Net Assets 2013: $4,400,9522013Assets 2014: $4,785,367Liabilities 2014: $686,951Net Assets 2014: $4,098,4162014Assets 2015: $5,546,144Liabilities 2015: $8,157,111Net Assets 2015: -$2,610,9672015Assets 2017: $5,917,345Liabilities 2017: $3,051,494Net Assets 2017: $2,865,8512017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities$0
Net Assets$0
Open 2018 Filing

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $6,299,874Expenses 2011: $5,377,430Net Income 2011: $922,4442011Expenses 2012: $5,256,9362012Expenses 2013: $4,411,8832013Revenue 2014: $3,930,384Expenses 2014: $3,638,351Net Income 2014: $292,0332014Revenue 2015: $3,934,181Expenses 2015: $3,131,181Net Income 2015: $803,0002015Revenue 2017: $1,359,464Expenses 2017: $3,225,879Net Income 2017: -$1,866,4152017Revenue 2018: $1,539,417Expenses 2018: $2,174,040Net Income 2018: -$634,6232018Revenue 2018: $1,539,417Expenses 2018: $2,174,040Net Income 2018: -$634,6232018

Highlighted filing

2018

Revenue$1,539,417
Expenses$2,174,040
Net Income-$634,623
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 25, 2019
Return Version
2017v2.3
Gross Receipts
$1,539,417
Mission and Program Overview

Mission

To enable at-risk students in the northwest ohio area to complete the requirements for a high school diploma. The academy will combine community based services with flexible academic program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,280,870--
Land, Buildings, and Equipment, Net$1,957,899--
Savings and Temporary Cash Investments$430,633--
Prepaid Expenses and Deferred Charges$150,521--
Pledges and Grants Receivable$97,197--
Accounts Receivable$225--
Total Assets$5,917,345$0▼ $5,917,345
Liabilities
Unsecured Notes Loans Payable$2,957,046--
Other Liabilities$69,631--
Accounts Payable and Accrued Expenses$24,817--
Total Liabilities$3,051,494$0▼ $3,051,494
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,957,899--
Temporarily Rstr Net Assets$687,522--
Unrestricted Net Assets$220,430--
Total Net Assets Fund Balance$2,865,851$0▼ $2,865,851
Total Liabilities and Net Assets / Fund Balance$5,917,345$0▼ $5,917,345
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Byron ChokaPresidentPT$875$875
Samuel Mallette IiiBoard MemberPT$875$875
Bruce WilliamsBoard MemberPT$750$750
Brenda BrakeBoard MemberPT$375$375

Board Members and Trustees

NameTitle
Patricia ZeleiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,381,519
Program Service Revenue
$7,450
Investment Income
$11,213
Other Revenue
$139,235
Change in Net Assets
$-634,623
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,006,883
Salaries, Compensation, and Employee Benefits$167,157
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$1,675,880--$1,675,880
Other Salaries and Wages$252,884--$252,884
Fees for Services Other$110,079--$110,079
Occupancy$69,626--$69,626
Depreciation Depletion-$63,341-$63,341
Office Expenses$41,978--$41,978
Pension Plan Contributions$38,458--$38,458
Other Expenses$15,137--$15,137
Travel$4,558--$4,558
Current Officers, Directors, Trustees, and Key Employees-$2,875-$2,875
Other Employee Benefits$-127,060--$-127,060
Total Functional Expenses$2,107,824$66,216$0$2,174,040
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
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
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, Page 6, Part VI, Line 11B

“The form 990 is prepared by an outside cpa firm who sends it to the treasurer for review. After the review of the return by the treasurer, it is then given to the board for review and discussion. If there are no changes, it is then mailed to the irs.”

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

“The policy is reviewed with the board members at the annual board meeting focusing on new board members.”

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

“The treasurer's compensation package is reviewed and evaluated by the board of directors and is approved by the board. The toledo public schools is the sponsor. The fee is negogiated by contract by the boards of both entities.”

Form 990, Page 6, Part VI, Line 19

“The governing documents and conflict of interest policies are at the school office and available upon request. The past financial statements are available on the state auditor of ohio website and are due by november 30th of each year.”

Filing and Contact Details

Filer

Filer Name
Phoenix Academy
EIN
90-0080788
Phone
4197204500
Address
1505 JEFFERSON, TOLEDO, OH 43604

Signing Officer

Name
Patricia Zelei
Title
Treasurer
Phone
4197204588
Signed
2019-01-25

Organization Details

Principal Officer
Patricia Zelei
Formed
2003
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
18

Preparer

Firm
Hhh CPA Group LLC
Address
1250 OLD HENDERSON RD, COLUMBUS, OH 43220-3606
Preparer
Brian Aden
Phone
6144514644
Supplemental Narrative

Additional Explanations

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

“DEPRECIATION OF ASSETS”

Form 990, Part XI, Line 9

“Accrual to cash 116,675 final year disposition -2,347,903 total -2,231,228”

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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THROUGH BROCHURES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DEPRECIATION OF ASSETS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM WHO SENDS IT TO THE TREASURER FOR REVIEW. AFTER THE REVIEW OF THE RETURN BY THE TREASURER, IT IS THEN GIVEN TO THE BOARD FOR REVIEW AND DISCUSSION. IF THERE ARE NO CHANGES, IT IS THEN MAILED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE POLICY IS REVIEWED WITH THE BOARD MEMBERS AT THE ANNUAL BOARD MEETING FOCUSING ON NEW BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TREASURER'S COMPENSATION PACKAGE IS REVIEWED AND EVALUATED BY THE BOARD OF DIRECTORS AND IS APPROVED BY THE BOARD. THE TOLEDO PUBLIC SCHOOLS IS THE SPONSOR. THE FEE IS NEGOGIATED BY CONTRACT BY THE BOARDS OF BOTH ENTITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE AT THE SCHOOL OFFICE AND AVAILABLE UPON REQUEST. THE PAST FINANCIAL STATEMENTS ARE AVAILABLE ON THE STATE AUDITOR OF OHIO WEBSITE AND ARE DUE BY NOVEMBER 30TH OF EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCRUAL TO CASH 116,675 FINAL YEAR DISPOSITION -2,347,903 TOTAL -2,231,228
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
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IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02107824
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IRS990/TotalProgramServiceRevenueAmt07450
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TravelGrp/ProgramServicesAmt04558
IRS990/TravelGrp/TotalAmt04558
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0220430
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt02957046
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IRS990/USAddress/CityNm0TOLEDO
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043604
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IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0HTTP://WWW.PHOENIXTOLEDO.ORG/
IRS990/WhistleblowerPolicyInd0false
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ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA ZELEI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04197204588
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOENIX ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0900080788
ReturnHeader/Filer/PhoneNum04197204500
ReturnHeader/Filer/USAddress/AddressLine1Txt01505 JEFFERSON
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-02-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm007:58:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203767687
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HHH CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01250 OLD HENDERSON RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0432203606
ReturnHeader/PreparerPersonGrp/PhoneNum06144514644
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN ADEN
ReturnHeader/ReturnTs02019-02-05T07:58:46-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,539,417
Expenses
$2,174,040
Net income
-$634,623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.54$2.17$0.63
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.54$2.17$0.63
2017Detailed filing. Detailed filing data is available for this year.$5.92$3.05$2.87$1.36$3.23$1.87
2015Detailed filing. Detailed filing data is available for this year.$5.55$8.16$2.61$3.93$3.13$0.80
2014Detailed filing. Detailed filing data is available for this year.$4.79$0.69$4.10$3.93$3.64$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.01$0.61$4.40$4.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$1.26$3.56$5.26
2011Summary only. Only limited summary data is available for this year.$5.24$1.74$3.50$6.30$5.38$0.92