Civic Intelligence

Calexico Plaza Development Corp

EIN 95-3750738 • 501(c)3 • San Diego, CA

Profile

To provide subsidized low-income housing. The organization operates an apartment complex of 100 units and projects are regulated by hud as to rent charges and operating methods.

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3888 Paducah DrSan Diego, CA 92117

n/A

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

7th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

50th percentile

4.3%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

77th percentile

29%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Assets

Up

$11,227,025

Up $463,624 (+4.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$11,227,025

Up $463,624 (+4.3%) from 2024

Revenue

Up

$303,519

Up $68,917 (+29%) from 2024

Expenses

Up

$6,236

Up $292 (+4.9%) from 2024

Net Income

Up

$297,283

Up $68,625 (+30%) from 2024

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0-$5.0MAssets 2011: $3,312,840Liabilities 2011: $3,840,145Net Assets 2011: -$527,3052011Assets 2012: $3,212,039Liabilities 2012: $3,799,580Net Assets 2012: -$587,5412012Assets 2013: $3,305,712Liabilities 2013: $3,830,566Net Assets 2013: -$524,8542013Assets 2014: $3,365,066Liabilities 2014: $4,074,834Net Assets 2014: -$709,7682014Assets 2015: $3,379,655Liabilities 2015: $3,963,750Net Assets 2015: -$584,0952015Assets 2016: $3,451,565Liabilities 2016: $3,896,380Net Assets 2016: -$444,8152016Assets 2017: $3,486,746Liabilities 2017: $3,871,780Net Assets 2017: -$385,0342017Assets 2018: $3,546,868Liabilities 2018: $3,843,235Net Assets 2018: -$296,3672018Assets 2019: $3,639,273Liabilities 2019: $3,725,870Net Assets 2019: -$86,5972019Assets 2020: $3,727,917Liabilities 2020: $3,660,014Net Assets 2020: $67,9032020Assets 2021: $10,496,392Liabilities 2021: $12,859Net Assets 2021: $10,483,5332021Assets 2022: $9,417,546Liabilities 2022: $4,469Net Assets 2022: $9,413,0772022Assets 2023: $9,694,097Liabilities 2023: $0Net Assets 2023: $9,694,0972023Assets 2024: $10,763,401Liabilities 2024: $0Net Assets 2024: $10,763,4012024Assets 2025: $11,227,025Liabilities 2025: $0Net Assets 2025: $11,227,0252025

Highlighted filing

2025

Assets$11,227,025
Liabilities$0
Net Assets$11,227,025

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $927,547Expenses 2011: $1,055,326Net Income 2011: -$127,7792011Revenue 2012: $929,992Expenses 2012: $990,228Net Income 2012: -$60,2362012Revenue 2013: $1,052,209Expenses 2013: $989,522Net Income 2013: $62,6872013Revenue 2014: $1,044,375Expenses 2014: $1,229,289Net Income 2014: -$184,9142014Revenue 2015: $1,070,054Expenses 2015: $944,381Net Income 2015: $125,6732015Revenue 2016: $1,091,166Expenses 2016: $951,886Net Income 2016: $139,2802016Revenue 2017: $1,117,735Expenses 2017: $1,057,954Net Income 2017: $59,7812017Revenue 2018: $1,127,375Expenses 2018: $1,038,708Net Income 2018: $88,6672018Revenue 2019: $1,146,192Expenses 2019: $936,422Net Income 2019: $209,7702019Revenue 2020: $1,194,262Expenses 2020: $1,039,762Net Income 2020: $154,5002020Revenue 2021: $11,219,458Expenses 2021: $735,654Net Income 2021: $10,483,8042021Revenue 2022: $136,650Expenses 2022: $6,113Net Income 2022: $130,5372022Revenue 2023: $181,107Expenses 2023: $13,984Net Income 2023: $167,1232023Revenue 2024: $234,602Expenses 2024: $5,944Net Income 2024: $228,6582024Revenue 2025: $303,519Expenses 2025: $6,236Net Income 2025: $297,2832025

Highlighted filing

2025

Revenue$303,519
Expenses$6,236
Net Income$297,283

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$0.00$11.2$0.30$0.01$0.30
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$0.00$10.8$0.23$0.01$0.23
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.69$0.00$9.69$0.18$0.01$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.42$0.00$9.41$0.14$0.01$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$0.01$10.5$11.2$0.74$10.5
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.73$3.66$0.07$1.19$1.04$0.15
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.64$3.73$0.09$1.15$0.94$0.21
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.55$3.84$0.30$1.13$1.04$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.49$3.87$0.39$1.12$1.06$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.45$3.90$0.44$1.09$0.95$0.14
2015Summary only. Only limited summary data is available for this year.$3.38$3.96$0.58$1.07$0.94$0.13
2014Summary only. Only limited summary data is available for this year.$3.37$4.07$0.71$1.04$1.23$0.18
2013Summary only. Only limited summary data is available for this year.$3.31$3.83$0.52$1.05$0.99$0.06
2012Summary only. Only limited summary data is available for this year.$3.21$3.80$0.59$0.93$0.99$0.06
2011Summary only. Only limited summary data is available for this year.$3.31$3.84$0.53$0.93$1.06$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 12, 2026
Return Version
2024v5.2
Gross Receipts
$303,519
Mission and Program Overview

Mission

The organization formerly operated a low-income housing apartment complex that was sold in 2021. Going forward the organization will provide support for other low-income housing projects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,975,390$10,033,029▲ $57,639
Savings and Temporary Cash Investments$788,011$1,193,996▲ $405,985
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$10,763,401$11,227,025▲ $463,624
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,763,401$11,227,025▲ $463,624
Total Net Assets Fund Balance$10,763,401$11,227,025▲ $463,624
Total Liabilities and Net Assets / Fund Balance$10,763,401$11,227,025▲ $463,624
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$303,519
Other Revenue
$0
Change in Net Assets
$297,283
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,236
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$6,236-$6,236
Total Functional Expenses$0$6,236$0$6,236
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-
Governance and Compliance

Governance Checklist

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

Management reviews Form 990 for accuracy and then provides it to the board of directors for final approval.

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

In case of a conflict of interest issue, the board reviews the situation.

Form 990, Part VI, Section C, Line 19

The governing documents, policies and financial statements will be available upon request in a pdf format.

Filing and Contact Details

Filer

Filer Name
Calexico Plaza Development Corp
EIN
95-3750738
Phone
8583128170
Address
3888 PADUCAH DR, SAN DIEGO, CA 92117

Signing Officer

Name
Rodrigo Valdivia
Title
Treasurer/SEC
Signed
2026-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rodrigo Valdivia
Formed
1984
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Leaf & Cole LLP
Address
2810 Camino Del Rio South Suite 200, San Diego, CA 92108
Preparer
Michael J Zizzi
Phone
6192947200
Raw XML Appendix343 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.

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IRS990/AdvertisingGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.61900
IRS990ScheduleA/InvestmentIncomePYPct00.24660
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.38100
IRS990ScheduleA/PublicSupportPY509Pct00.75340
IRS990ScheduleA/PublicSupportTotal509Amt0532246
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0532246
IRS990ScheduleA/Total509Grp/TotalAmt0532246
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0303519
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0234602
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0181107
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0136650
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0541217
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01397095
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Management reviews Form 990 for accuracy and then provides it to the board of directors for final approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN CASE OF A CONFLICT OF INTEREST ISSUE, THE BOARD REVIEWS THE SITUATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS WILL BE AVAILABLE UPON REQUEST IN A PDF FORMAT.
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 C, Line 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt010763401
IRS990/TotalAssetsEOYAmt011227025
IRS990/TotalAssetsGrp/BOYAmt010763401
IRS990/TotalAssetsGrp/EOYAmt011227025
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06236
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06236
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010763401
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011227025
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0303519
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0303519
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010763401
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011227025
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03888 PADUCAH DR
IRS990/USAddress/CityNm0SAN DIEGO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092117
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RODRIGO VALDIVIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer/SEC
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALEXICO PLAZA DEVELOPMENT CORP
ReturnHeader/Filer/BusinessNameControlTxt0CALE
ReturnHeader/Filer/EIN0953750738
ReturnHeader/Filer/PhoneNum08583128170
ReturnHeader/Filer/USAddress/AddressLine1Txt03888 PADUCAH DR
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092117
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952076568
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Leaf & Cole LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02810 Camino Del Rio South Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06192947200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J ZIZZI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-01-13T16:12:13-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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