Form 990 for tax year 2022
Filed by PHOENIX UNION PARTNERSHIP OF BUSINESS AND EDUCATION INC.
Totals
- Total revenue
- $262,467
- Total expenses
- $307,209
- Contributions and grants received
- $241,077
- Grants paid
- $144,864
- Program service revenue
- $20,044
- Investment income
- $27,182
- Other revenue
- -$25,836
- Total assets, end of year
- $1,389,117
- Total liabilities, end of year
- $182,550
- Net assets or fund balances, end of year
- $1,206,567
- Program services expenses (Part IX)
- $211,094
- Management and general expenses
- $81,639
- Fundraising expenses
- $14,476
- Program service expenses (Part III)
- $211,094
Program services were 68.7% 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.
-
1c · Fundraising events
$96,459
-
1f · All other contributions, gifts and grants
$144,618
-
1g · Noncash contributions included above
$11,095
-
2a · Program service revenue: HALL OF FAME EVENT
total $20,044 · related or exempt $20,044
-
3 · Investment income
total $16,192 · excluded $16,192
-
7a · Gross sales of assets other than inventory
securities $10,990
-
7c · Gain or loss
securities $10,990
-
7d · Net gain or loss
total $10,990 · excluded $10,990
-
8a · Fundraising events: gross income
$85,580
-
8a · Fundraising events: contributions included on line 1c
$96,459
-
8b · Fundraising events: direct expenses
$113,623
-
8c · Net income from fundraising events
total -$28,043 · excluded -$28,043
-
9a · Gaming: gross income
$4,380
-
9b · Gaming: direct expenses
$2,173
-
9c · Net income from gaming
total $2,207 · excluded $2,207
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $14,073 · program services $14,073
-
2 · Grants to domestic individuals
total $130,791 · program services $130,791
-
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 $59,600 · program services $17,880 · management and general $35,760 · fundraising $5,960
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $5,290 · program services $1,587 · management and general $3,174 · fundraising $529
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $13,020 · management and general $13,020
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $10,949 · management and general $10,949
-
11g · Fees: other
total $1,308 · program services $392 · management and general $785 · fundraising $131
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $11,304 · program services $4,556 · management and general $2,166 · fundraising $4,582
-
14 · Information technology
total $18,644 · program services $3,017 · management and general $12,610 · fundraising $3,017
-
15 · Royalties
total $0
-
16 · Occupancy
total $1,919 · program services $576 · management and general $1,151 · fundraising $192
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $35,398 · program services $35,398
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $2,284 · program services $195 · management and general $2,024 · fundraising $65
-
24a · Other expenses: AWARDS EXPENSE
total $1,660 · program services $1,660
-
24b · Other expenses: BAD DEBT EXPENSES
total $969 · program services $969
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $181,954 · end of year $131,091
-
2 · Savings and temporary cash investments
beginning of year $60,353 · end of year $60,451
-
4 · Accounts receivable
beginning of year $970 · end of year $5,190
-
9 · Prepaid expenses and deferred charges
beginning of year $500 · end of year $8,945
-
11 · Investments: publicly traded securities
beginning of year $1,070,264 · end of year $1,183,440
-
17 · Accounts payable and accrued expenses
beginning of year $1,299 · end of year $4,950
-
18 · Grants payable
beginning of year $143,750 · end of year $177,600
-
27 · Net assets without donor restrictions
beginning of year $1,053,199 · end of year $1,099,283
-
28 · Net assets with donor restrictions
beginning of year $115,793 · end of year $107,284
Mission and programs · 2022
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.
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $211,094 · Grants $144,864 · Revenue $20,044
As filed on the 2022 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.
Listed in Part VII
-
Laura TaylorLAURA TAYLOR
EXECUTIVE DIRECTOR
- Total calculated
- $59,600
- From this org
- $59,600
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
April ColemanAPRIL COLEMAN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Daniel LeisDANIEL LEIS
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Adrian De AlbaADRIAN DE ALBA
VICE-PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Andy FillionANDY FILLION
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Atkims MartinezATKIMS MARTINEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cindy QuinteroCINDY QUINTERO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jose PatinoJOSE PATINO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Leticia AvalosLETICIA AVALOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Natlaia ChavezNATLAIA CHAVEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Phillip WooleyPHILLIP WOOLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Richard FrancoRICHARD FRANCO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rosie GastelumROSIE GASTELUM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stacey FloresSTACEY FLORES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Tino HernandezTINO HERNANDEZ
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
-
Funding assistance for College Depot
-
Others under reporting threshold
$4,073
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421289349303822
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