Civic Intelligence

Phoenix Arts Association

EIN 94-2967565 • 501(c)3 • San Francisco, CA

Profile

THEATRICAL PERFOMANCES

138 Carl StreetSan Francisco, CA 94117

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

14th percentile

-55%

Higher net margin than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

95th percentile

208%

Faster asset growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

32nd percentile

-22%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$174,595

Up $117,956 (+208%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$174,595

Up $117,956 (+208%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

Down

$60,322

Down $17,078 (-22%) from 2024

Expenses

Down

$93,258

Down $40,609 (-30%) from 2024

Net Income

Up

-$32,936

Up $23,531 (+42%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$400K$300K$200K$100K$0Assets 2010: $7,861Net Assets 2010: $7,8612010Assets 2011: $3,276Liabilities 2011: $02011Assets 2014: $4,428Net Assets 2014: $4,4282014Assets 2015: $7,046Net Assets 2015: $7,0462015Assets 2016: $0Net Assets 2016: $02016Assets 2017: $8,226Net Assets 2017: $8,2262017Assets 2019: $11,394Net Assets 2019: $11,3942019Assets 2020: $18,814Net Assets 2020: $18,8142020Assets 2021: $21,135Net Assets 2021: $21,1352021Assets 2022: $0Net Assets 2022: $21,1352022Assets 2023: $312,995Net Assets 2023: $312,9952023Assets 2024: $56,639Net Assets 2024: $56,6392024Assets 2025: $174,595Net Assets 2025: $174,5952025

Highlighted filing

2025

Assets$174,595
Liabilities-
Net Assets$174,595
Open 2025 Filing

Operations Trend

Revenue Growth32nd percentile

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

$200K$100K$0-$100KRevenue 2010: $68,682Expenses 2010: $68,417Net Income 2010: $2652010Revenue 2011: $70,186Expenses 2011: $74,771Net Income 2011: -$4,5852011Revenue 2014: $99,380Expenses 2014: $96,878Net Income 2014: $2,5022014Revenue 2015: $76,715Expenses 2015: $74,097Net Income 2015: $2,6182015Revenue 2016: $02016Revenue 2017: $82,203Expenses 2017: $77,405Net Income 2017: $4,7982017Revenue 2019: $75,537Expenses 2019: $84,889Net Income 2019: -$9,3522019Revenue 2020: $105,460Expenses 2020: $98,040Net Income 2020: $7,4202020Revenue 2021: $23,785Expenses 2021: $21,464Net Income 2021: $2,3212021Revenue 2022: $02022Revenue 2023: $188,333Expenses 2023: $162,398Net Income 2023: $25,9352023Revenue 2024: $77,400Expenses 2024: $133,867Net Income 2024: -$56,4672024Revenue 2025: $60,322Expenses 2025: $93,258Net Income 2025: -$32,9362025

Highlighted filing

2025

Revenue$60,322
Expenses$93,258
Net Income-$32,936
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$174,595
Liabilities
-
Net assets
$174,595
Revenue
$60,322
Expenses
$93,258
Net income
-$32,936
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.75$1.75$0.60$0.93$0.33
2024Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.77$1.34$0.56
2023Detailed filing. Detailed filing data is available for this year.$3.13$3.13$1.88$1.62$0.26
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.21$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.24$0.21$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.19$0.19$1.05$0.98$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.76$0.85$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.82$0.77$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.77$0.74$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.99$0.97$0.03
2011Summary only. Only limited summary data is available for this year.$0.03$0.00$0.70$0.75$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.08$0.69$0.68$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Nov 18, 2025
Return Version
2024v5.2
Gross Receipts
$60,322
Mission and Program Overview

Mission

THEATRICAL PERFOMANCES

Program Services

DescriptionGrantsExpenses
THEATRICAL PERFORMANCE-$93,258
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA AYRES-FREDERICKExecutive DirecPT$0--
GERRI POPPERTrustee-$0--
DEIDRE HALLMANTrustee-$0--
BRUCE ALFANOTrustee-$0--
CHANDRU MURTHITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Phoenix Arts Association
EIN
94-2967565
Address
138 CARL STREET, SAN FRANCISCO, CA 94117

Signing Officer

Name
Linda Ayres-frederick
Title
Executive Direc
Signed
2025-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Julie H Bergen Consulting
Address
5827 Diamond Hts Blvd, San Francisco, CA 94131
Preparer
Julie Bergen
Phone
4153338139
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $624”

Other Expenses.1002

“Office Expenses $5319”

Other Expenses.1003

“Information Technology $724”

Other Expenses.1005

“Travel $571”

Other Expenses.1012

“Insurance $2757”

Other Expenses.1

“STORAGE $7200”

Other Expenses.2

“SECURITY $1999”

Other Expenses.3

“DUES $730”

Other Expenses.4

“TELEPHONE $420”

Other Expenses.5

“SUPPLIES $389”

Other Expenses.6

“DONATIONS $205”

Other Expenses.7

“BANK FEES $185”

Other Expenses.8

“TAXES $150”

Raw XML Appendix169 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0LINDA AYRES-FREDERICK
IRS990EZ/BooksInCareOfDetail/PhoneNum04157597696
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0138 CARL STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094117
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0207531
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0174595
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020075
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-32936
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0207531
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0174595
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt060322
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06123
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0207531
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0174595
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0207531
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0174595
IRS990EZ/OccupancyRentUtltsAndMaintAmt060696
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDA AYRES-FREDERICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GERRI POPPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEIDRE HALLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRUCE ALFANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHANDRU MURTHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Direc
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021273
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THEATRICAL PERFOMANCES
IRS990EZ/PrintingPublicationsPostageAmt039
IRS990EZ/ProgramServiceRevenueAmt034124
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THEATRICAL PERFORMANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt093258
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt093258
IRS990EZ/TotalProgramServiceExpensesAmt093258
IRS990EZ/TotalRevenueAmt060322
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020075
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt045425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt087750
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034234
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031975
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01535
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt067744
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0155494
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054309
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt077400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt023785
IRS990ScheduleA/Total509Grp/TotalAmt0155494
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054309
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt077400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt023785
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0155494
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $624
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $5319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $571
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $2757
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STORAGE $7200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SECURITY $1999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DUES $730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TELEPHONE $420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SUPPLIES $389
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DONATIONS $205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BANK FEES $185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TAXES $150
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.8
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA AYRES-FREDERICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOENIX ARTS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0942967565
ReturnHeader/Filer/USAddress/AddressLine1Txt0138 CARL STREET
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094117
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Julie H Bergen Consulting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05827 Diamond Hts Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094131
ReturnHeader/PreparerPersonGrp/PhoneNum04153338139
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Julie Bergen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-18T11:59:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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