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← PHOENIX UNION PARTNERSHIP OF BUSINESS AND EDUCATION INC

Form 990 for tax year 2023

Filed by PHOENIX UNION PARTNERSHIP OF BUSINESS AND EDUCATION INC.

Totals

Total revenue
$214,185
Total expenses
$294,696
Contributions and grants received
$227,248
Grants paid
$138,845
Program service revenue
$1,135
Investment income
$22,418
Other revenue
-$36,616
Total assets, end of year
$1,406,919
Total liabilities, end of year
$184,397
Net assets or fund balances, end of year
$1,222,522
Program services expenses (Part IX)
$188,762
Management and general expenses
$91,356
Fundraising expenses
$14,578
Program service expenses (Part III)
$188,762

Program services were 64.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $1,074

  • 1c · Fundraising events

    $133,340

  • 1e · Government grants (contributions)

    $14,725

  • 1f · All other contributions, gifts and grants

    $78,109

  • 1g · Noncash contributions included above

    $13,967

  • 2a · Program service revenue: HALL OF FAME EVENT

    total $1,135 · related or exempt $1,135

  • 3 · Investment income

    total $18,215 · excluded $18,215

  • 7a · Gross sales of assets other than inventory

    securities $4,203

  • 7c · Gain or loss

    securities $4,203

  • 7d · Net gain or loss

    total $4,203 · excluded $4,203

  • 8a · Fundraising events: gross income

    $63,960

  • 8a · Fundraising events: contributions included on line 1c

    $133,340

  • 8b · Fundraising events: direct expenses

    $101,525

  • 8c · Net income from fundraising events

    total -$37,565 · excluded -$37,565

  • 9a · Gaming: gross income

    $6,639

  • 9b · Gaming: direct expenses

    $5,690

  • 9c · Net income from gaming

    total $949 · excluded $949

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $17,646 · program services $17,646

  • 2 · Grants to domestic individuals

    total $121,199 · program services $121,199

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $64,733 · program services $19,420 · management and general $38,840 · fundraising $6,473

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $6,005 · program services $1,802 · management and general $3,603 · fundraising $600

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $6,040 · program services $1,812 · management and general $3,624 · fundraising $604

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $13,366 · management and general $13,366

  • 11d · Fees: lobbying

    total $0

  • 11f · Fees: investment management

    total $11,975 · management and general $11,975

  • 11g · Fees: other

    total $4,718 · program services $1,415 · management and general $2,831 · fundraising $472

  • 12 · Advertising and promotion

    total $424 · program services $212 · fundraising $212

  • 13 · Office expenses

    total $4,347 · program services $1,351 · management and general $862 · fundraising $2,134

  • 14 · Information technology

    total $18,872 · program services $3,599 · management and general $11,674 · fundraising $3,599

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $4,200 · program services $1,260 · management and general $2,520 · fundraising $420

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $15,580 · program services $15,580

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $2,318 · program services $193 · management and general $2,061 · fundraising $64

  • 24a · Other expenses: AWARDS EXPENSE

    total $3,273 · program services $3,273

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $131,091 · end of year $130,051

  • 2 · Savings and temporary cash investments

    beginning of year $60,451 · end of year $60,602

  • 4 · Accounts receivable

    beginning of year $5,190 · end of year $500

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,945 · end of year $5,972

  • 11 · Investments: publicly traded securities

    beginning of year $1,183,440 · end of year $1,209,794

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,950 · end of year $1,097

  • 18 · Grants payable

    beginning of year $177,600 · end of year $183,300

  • 27 · Net assets without donor restrictions

    beginning of year $1,099,283 · end of year $1,104,788

  • 28 · Net assets with donor restrictions

    beginning of year $107,284 · end of year $117,734

Mission and programs · 2023

Mission

FOR LEADERS IN BUSINESS AND EDUCATION TO ESTABLISH A LINK BETWEEN BUSINESS, HIGHER EDUCATION, AND THE PHOENIX UNION HIGH SCHOOL DISTRICT BY SUPPORTING AND ENRICHING THE EDUCATION OF STUDENTS THROUGH STUDENT SCHOLARSHIPS AND FINANCIAL SUPPORT TO TEACHERS, STAFF, AND ADMINISTRATORS.

Activities or mission (Part I)

TO STRENGTHEN OUR COMMUNITY BY INVESTING IN STUDENT SUCCESS, THROUGH SCHOLARSHIPS FOR HIGHER EDUCATION AND FINANCIAL SUPPORT TO TEACHERS, STAFF, AND ADMINISTRATORS.

  • WE BEGAN OUR ANNUAL SPONSOR CAMPAIGN EARLIER AND WE ABLE TO SECURE BOTH NEW ANNUAL SPONSORS AND SPONSORS WHO MOVED UP A LEVEL IN THEIR GIVING. FOR OUR TWO MAIN FUNDRAISING EVENTS, WE ALSO MADE CHANGES TO SPONSORSHIP OPPORTUNITIES. IN THE PAST FOR OUR GALA DINNER, WE ONLY HAD TABLE SPONSORS. WHILE WE KEPT THE TABLE SPONSORS IN PLACE WHERE MANY OF THE ANNUAL SPONSORS CHOSE A TABLE AS ONE OF THEIR EVENT BENEFITS, WE ALSO ADDED THE FOLLOWING SPONSORSHIPS. CENTERPIECE, FAVORS, SILENT AUCTION, STUDENT PERFORMANCE, AV, BAR, PRINTING, MC, AND AUCTIONEER SPONSORSHIPS. THIS GAVE COMPANIES WHO WERE NOT ANNUAL SPONSORS AN OPPORTUNITY TO CONTRIBUTE THROUGH SPONSORSHIP AND HAVE THEIR NAMES IN THE PROGRAM AND SIGNAGE. IT INCREASED OUR SPONSORSHIPS FOR THAT EVENT BY 10,000.

    Expenses $188,762 · Grants $138,845 · Revenue $1,135

As filed on the 2023 return.

Listed in Part VII

  • Laura Taylor

    EXECUTIVE DIRECTOR

    Total calculated
    $62,100
    From this org
    $62,100
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • April Coleman

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Daniel Leis

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Adrian De Alba

    VICE-PRESIDENT SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Andy Fillion

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Atkims Martinez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cindy Quintero

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jose Patino

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Doherty

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lauren Arndt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Leticia Avalos

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard Franco

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stacey Flores

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tino Hernandez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Zack Munoz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
27 April 2025
IRS schema version
2023v6.0
Source object
202541259349303184

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