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← CIVIC COMMUNITY PARTNERS INC

Form 990 for tax year 2024

Filed by CIVIC COMMUNITY PARTNERS INC.

Totals

Total revenue
$5,312,822
Total expenses
$3,756,554
Contributions and grants received
$2,521,077
Grants paid
$156,000
Program service revenue
$2,649,147
Investment income
$142,598
Other revenue
$0
Total assets, end of year
$19,193,947
Total liabilities, end of year
$7,724,902
Net assets or fund balances, end of year
$11,469,045
Program services expenses (Part IX)
$3,756,554
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$3,756,554

Program services were 100.0% 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.

  • 1e · Government grants (contributions)

    $977,612

  • 1f · All other contributions, gifts and grants

    $1,543,465

  • 2a · Program service revenue: ASSET MANAGEMENT FEES

    total $1,143,376 · related or exempt $1,143,376

  • 2b · Program service revenue: PLACEMENT AND SERVICIN

    total $630,000 · related or exempt $630,000

  • 2c · Program service revenue: INTEREST INCOME - LOAN

    total $586,465 · related or exempt $586,465

  • 2d · Program service revenue: INCENTIVE MANAGEMENT F

    total $190,673 · related or exempt $190,673

  • 2e · Program service revenue: FEE REVENUE

    total $60,732 · related or exempt $60,732

  • 2f · All other program service revenue

    total $37,901 · related or exempt $37,901

  • 3 · Investment income

    total $142,598 · excluded $142,598

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $156,000 · program services $156,000

  • 11b · Fees: legal

    total $140,255 · program services $140,255

  • 11c · Fees: accounting

    total $97,920 · program services $97,920

  • 12 · Advertising and promotion

    total $15,529 · program services $15,529

  • 13 · Office expenses

    total $176,516 · program services $176,516

  • 14 · Information technology

    total $15,185 · program services $15,185

  • 16 · Occupancy

    total $150,828 · program services $150,828

  • 17 · Travel

    total $39,260 · program services $39,260

  • 19 · Conferences, conventions and meetings

    total $44,432 · program services $44,432

  • 20 · Interest

    total $211,379 · program services $211,379

  • 22 · Depreciation, depletion and amortization

    total $39,999 · program services $39,999

  • 23 · Insurance

    total $131,178 · program services $131,178

  • 24a · Other expenses: MANAGEMENT SERVICES FEE

    total $1,581,823 · program services $1,581,823

  • 24b · Other expenses: LOSS ON INVESTMENTS

    total $646,513 · program services $646,513

  • 24c · Other expenses: CONSULTANT EXPENSES

    total $278,420 · program services $278,420

  • 24d · Other expenses: FURNITURE & EQUIPMENT

    total $14,533 · program services $14,533

  • 24e · All other expenses

    total $16,784 · program services $16,784

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,183,157 · end of year $2,556,562

  • 2 · Savings and temporary cash investments

    beginning of year $3,439,074 · end of year $6,275,637

  • 4 · Accounts receivable

    beginning of year $331,457 · end of year $530,687

  • 7 · Other notes and loans receivable

    beginning of year $7,204,964 · end of year $6,542,290

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,342 · end of year $16,316

  • 10a · Land, buildings and equipment: cost or other basis

    $233,197

  • 10b · Land, buildings and equipment: accumulated depreciation

    $44,976

  • 10c · Land, buildings and equipment, net

    beginning of year $143,939 · end of year $188,221

  • 13 · Investments: program-related

    beginning of year $1,633,046 · end of year $1,885,399

  • 14 · Intangible assets

    beginning of year $0 · end of year $91,152

  • 15 · Other assets

    beginning of year $1,326,045 · end of year $1,107,683

  • 17 · Accounts payable and accrued expenses

    beginning of year $474,582 · end of year $253,357

  • 23 · Secured mortgages and notes payable

    beginning of year $5,250,000 · end of year $6,001,500

  • 25 · Other liabilities

    beginning of year $1,577,227 · end of year $1,470,045

  • 27 · Net assets without donor restrictions

    beginning of year $7,929,772 · end of year $7,071,675

  • 28 · Net assets with donor restrictions

    beginning of year $2,037,443 · end of year $4,397,370

Mission and programs · 2024

Mission

CIVIC COMMUNITY PARTNERS WAS CREATED TO MAKE QUALIFIED LOW INCOME COMMUNITY INVESTMENTS IN THE COUNTY OF SAN DIEGO OR OTHER ACTIVITIES WHICH QUALIFY FOR NEW MARKETS TAX CREDIT (NMTC). THE CORPORATION'S PURPOSE IS ALSO TO ENGAGE IN (1) RAISING EQUITY FOR INVESTMENT BY THE CORPORATION OR ITS AFFILIATED ENTITIES; (2) FORM SUBSIDIARY LIMITED LIABILITY COMPANIES WHICH THE CORPORATION SERVES AS MANAGER OR MANAGING MEMBER, OR SUBSIDIARY LIMITED PARTNERSHIPS IN WHICH THE CORPORATION SERVES AS GENERAL PARTNER; (3) APPLY ON BEHALF OF SUBSIDIARIES FOR THEIR CERTIFICATION AS A QUALIFIED COMMUNITY DEVELOPMENT ENTITY (CDE) AS DEFINIED IN SECTION 45D OF INTERNAL REVENUE CODE; (4) TRANSFER ANY ALLOCATIONS OF NMTCS RECEIVED BY THE CORPORATION TO SUBSIDIARY CDES; (5) INVEST EXCESS NMTC REVENUES INTO CDFI PROGRAMS AND ACTIVITIES, AND (6) ENGAGE IN ANY OTHER ACTIVITIES IN FURTHERANCE OF THE PURPOSE FOR WHICH THE CORPORATION WAS FORMED.

Activities or mission (Part I)

THE CIVIC COMMUNITY PARTNERS, INC. (CORPORATION) IS A NONPROFIT PUBLIC BENEFIT CORPORATION CREATED

  • SERVED AS MANAGING MEMBER OF SUBSIDARY CDES WHICH AUTHORIZED ALLOCATIONS OF $328,000,000 OF NEW MARKETS TAX CREDITS TO TWENTY EIGHT SUBSIDIARY CDES. THESE ALLOCATIONS ASSIST THE ORGANIZATIONS TO FUND CONSTRUCTION PROJECTS AND OR PROGRAMS IN UNDERSERVED COMMUNITIES IN SAN DIEGO COUNTY.

    Expenses $3,756,554 · Grants $156,000 · Revenue $2,649,147

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Maddy Kilkenny

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Stephen Russell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Tina Ngo Bartel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Victor Avina

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Theodore Shaw

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Lisa Cuestas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Robert Villarreal

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Hanaa Zahran

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Charles Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Andrew Phillips

    PRESIDENT & CEO

    Total calculated
    $330,139
    From this org
    $0
    From related orgs
    $291,197
    Other
    $38,942
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $243,077 related
    Bonus
    $0 + $47,000 related
    Other
    $0 + $1,120 related
    Deferred
    $0 + $14,585 related
    Nontaxable benefits
    $0 + $24,357 related
    Filer's total
    $0 + $330,139 related

  • Lisa Greeson

    EVP, ADMINISTRATION

    Total calculated
    $257,049
    From this org
    $0
    From related orgs
    $211,986
    Other
    $45,063
    Hours/week
    40 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $176,212 related
    Bonus
    $0 + $35,000 related
    Other
    $0 + $774 related
    Deferred
    $0 + $10,573 related
    Nontaxable benefits
    $0 + $34,490 related
    Filer's total
    $0 + $257,049 related

  • Daniel Kay

    EVP, CONSTRUCTION & ENGINEE

    Total calculated
    $248,455
    From this org
    $0
    From related orgs
    $219,196
    Other
    $29,259
    Hours/week
    40 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,693 related
    Bonus
    $0 + $30,000 related
    Other
    $0 + $1,503 related
    Deferred
    $0 + $11,262 related
    Nontaxable benefits
    $0 + $17,997 related
    Filer's total
    $0 + $248,455 related

  • Thaddius Michael Lengyel

    VP, LENDING & INVESTMENT

    Total calculated
    $239,441
    From this org
    $0
    From related orgs
    $206,934
    Other
    $32,507
    Hours/week
    40 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $162,308 related
    Bonus
    $0 + $36,304 related
    Other
    $0 + $8,322 related
    Deferred
    $0 + $9,739 related
    Nontaxable benefits
    $0 + $22,768 related
    Filer's total
    $0 + $239,441 related

  • Gary Bosse

    VP ENGINEERING & CONSTRUCT

    Total calculated
    $250,644
    From this org
    $0
    From related orgs
    $201,701
    Other
    $48,943
    Hours/week
    40 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,612 related
    Bonus
    $0 + $18,000 related
    Other
    $0 + $2,089 related
    Deferred
    $0 + $10,897 related
    Nontaxable benefits
    $0 + $38,046 related
    Filer's total
    $0 + $250,644 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • CSD ECONOMIC GROWTH AND NEIGHBORHOOD INVESTMENT FUND SUB-CDE VI LLC

    RELATED · NMTC ENTITY · CA · 0.01% owned · share of income $28 · share of assets $914 · general or managing partner

    Directly controlled by CITIBANK NA

  • CSD ECONOMIC GROWTH AND NEIGHBORHOOD INVESTMENT FUND SUB-CDE VII LLC

    RELATED · NMTC ENTITY · CA · share of income $16 · general or managing partner

    Directly controlled by JP MORGAN CHASE BANK NA

  • CSD ECONOMIC GROWTH AND NEIGHBORHOOD INVESTMENT FUND SUB-CDE VIII LLC

    RELATED · NMTC ENTITY · CA · share of income $22 · general or managing partner

    Directly controlled by FARMERS & MERCHANTS BANK OF LONG BEACH

  • CSD ECONOMIC GROWTH AND NEIGHBORHOOD INVESTMENT FUND SUB-CDE IX LLC

    RELATED · NMTC ENTITY · CA · share of income $22 · general or managing partner

    Directly controlled by FARMERS & MERCHANTS BANK OF LONG BEACH

  • CSD ECONOMIC GROWTH AND NEIGHBORHOOD INVESTMENT FUND SUB-CDE X LLC

    RELATED · NMTC ENTITY · CA · share of income $29 · general or managing partner

    Directly controlled by CAPITAL ONE NATIONAL ASSOCIATION

  • CSD ECONOMIC GROWTH AND NEIGHBORHOOD INVESTMENT FUND SUB-CDE XI LLC

    RELATED · NMTC ENTITY · CA · 0.01% owned · share of income $48 · share of assets $1,151 · general or managing partner

    Directly controlled by JP MORGAN CHASE BANK NA

  • CSD ECONOMIC GROWTH AND NEIGHBORHOOD INVESTMENT FUND SUB-CDE XII LLC

    RELATED · NMTC ENTITY · CA · 0.01% owned · share of income $3 · share of assets $496 · general or managing partner

    Directly controlled by EAST WEST BANK

  • CSD EGNIF SUB-CDE XIII LLC

    RELATED · NMTC ENTITY · CA · 0.01% owned · share of income $11 · share of assets $1,471 · general or managing partner

    Directly controlled by BANK OF AMERICA NA

  • CSD EGNIF SUB-CDE XIV LLC

    RELATED · NMTC ENTITY · CA · 0.01% owned · share of income $4 · share of assets $892 · general or managing partner

    Directly controlled by BANK OF AMERICA NA

  • CSD EGNIF SUB-CDE XV LLC

    RELATED · NMTC ENTITY · CA · 0.01% owned · share of assets $591 · general or managing partner

    Directly controlled by USB NMTC FUND 2020-6 LLC

  • CCP NMTC SUB-CDE XVI LLC

    RELATED · NMTC ENTITY · CA · 0.01% owned · share of income $2 · share of assets $1,483 · general or managing partner

    Directly controlled by BANK OF AMERICA NA

  • CCP NMTC SUB-CDE XVII LLC

    RELATED · NMTC ENTITY · CA · 0.01% owned · share of income $5 · share of assets $737 · general or managing partner

    Directly controlled by FARMERS & MERCHANTS BANK OF LONG BEACH

  • CCP NMTC SUB-CDE XVIII LLC

    RELATED · NMTC ENTITY · CA · 0.01% owned · share of income $11 · share of assets $1,777 · general or managing partner

    Directly controlled by BANK OF AMERICA NA

  • CCP NMTC SUB-CDE XIX LLC

    RELATED · NMTC ENTITY · CA · 0.01% owned · share of income $4 · share of assets $949 · general or managing partner

    Directly controlled by FARMERS & MERCHANTS BANK OF LONG BEACH

  • CCP NMTC SUB-CDE XX LLC

    RELATED · NMTC ENTITY · CA · 0.01% owned · share of income $7 · share of assets $1,190 · general or managing partner

    Directly controlled by USB LIHTC-NMTC FUND 2024-1 LLC

  • CCP NMTC SUB-CDE XXI LLC

    RELATED · NMTC ENTITY · CA · 0.01% owned · share of income $20 · share of assets $1,789 · general or managing partner

    Directly controlled by US BANCORP COMMUNITY DEVELOPMENT CORPORATION

  • CCP NMTC SUB-CDE XXII LLC

    RELATED · NMTC ENTITY · CA · 0.01% owned · share of income $4 · share of assets $695 · general or managing partner

    Directly controlled by USB LIHTC-NMTC FUND 2022-2 LLC

  • CCP NMTC SUB-CDE XXIII LLC

    RELATED · NMTC ENTITY · CA · 0.01% owned · share of income $7 · share of assets $1,097 · general or managing partner

    Directly controlled by USB NMTC FUND 2024-3 LLC

  • CCP NMTC SUB-CDE XXIV LLC

    RELATED · NMTC ENTITY · CA · 0.01% owned · share of income $3 · share of assets $698 · general or managing partner

    Directly controlled by WELLS FARGO BANK NA

  • CCP NMTC SUB-CDE XXV LLC

    RELATED · NMTC ENTITY · CA · 0.01% owned · share of income $10 · share of assets $1,695 · general or managing partner

    Directly controlled by USB LIHTC-NMTC FUND 2024-1 LLC

  • CCP NMTC SUB-CDE XXVI LLC

    RELATED · NMTC ENTITY · CA · 0.01% owned · share of income $12 · share of assets $2,487 · general or managing partner

    Directly controlled by JP MORGAN CHASE BANK NA

  • CCP NMTC SUB-CDE XXVII LLC

    RELATED · NMTC ENTITY · CA · 0.01% owned · share of income $4 · share of assets $901 · general or managing partner

    Directly controlled by USB LIHTC-NMTC FUND 2022-2 LLC

  • CCP NMTC SUB-CDE XXVIII LLC

    RELATED · NMTC ENTITY · CA · 0.01% owned · share of income $4 · share of assets $899 · general or managing partner

    Directly controlled by USB LIHTC-NMTC FUND 2022-2 LLC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CIVIC COMMUNITY VENTURES INC

    C · REAL ESTATE CONSULTING · CA · 51% owned · share of income $441,241 · share of assets $1,983,240 · controlled entity

    Directly controlled by CIVIC COMMUNITY PARTNERS INC

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202503189349316415

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