2025-11-14T20:13:47-06:00 2025-06-30 943108253 NOVOGRADAC & COMPANY LLP 3780 KILROY AIRPORT WAY SUITE 330 LONG BEACH CA 90806 990 2024-07-01 460660465 CIVIC COMMUNITY PARTNERS INC CIVI 6192352200 8989 RIO SAN DIEGO DRIVE SUITE 100 SAN DIEGO CA 92108 ANDREW T PHILLIPS PRESIDENT & CEO 6192352200 2025-11-14 1 0 WILLIAM LETSINGER P00478303 5624329482 2025-11-14 2024 2025-03-06 01:10:19Z ANDREW T PHILLIPS 8989 RIO SAN DIEGO DRIVE SUITE 100 SAN DIEGO CA 92108 5312822 0 X WWW.CIVICCOMMUNITIES.COM X 2013 CA THE CIVIC COMMUNITY PARTNERS, INC. (CORPORATION) IS A NONPROFIT PUBLIC BENEFIT CORPORATION CREATED 9 9 0 0 0 0 795130 2521077 3366483 2649147 429492 142598 0 0 4591105 5312822 62000 156000 0 0 0 0 0 0 0 2591448 3600554 2653448 3756554 1937657 1556268 17269024 19193947 7301809 7724902 9967215 11469045 X 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. 0 0 3756554 156000 2649147 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. 3756554 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 4 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 1 1 0 CA X PAMELA ROJAS 6192352200 8989 RIO SAN DIEGO DRIVE SUITE 100 SAN DIEGO CA 92108 MADDY KILKENNY DIRECTOR 0.50 0.50 X 0 0 0 STEPHEN RUSSELL DIRECTOR 0.50 0.50 X 0 0 0 TINA NGO BARTEL DIRECTOR 0.50 0.50 X 0 0 0 VICTOR AVINA CHAIR 0.50 0.50 X 0 0 0 THEODORE SHAW VICE CHAIR 0.50 0.50 X 0 0 0 LISA CUESTAS DIRECTOR 0.50 0.50 X 0 0 0 ROBERT VILLARREAL DIRECTOR 0.50 0.50 X 0 0 0 HANAA ZAHRAN DIRECTOR 0.50 0.50 X 0 0 0 CHARLES DAVIS DIRECTOR 0.50 0.50 X 0 0 0 ANDREW PHILLIPS PRESIDENT & CEO 40.00 5.00 X 0 291197 38942 LISA GREESON EVP, ADMINISTRATION 40.00 0.50 X 0 211986 45063 DANIEL KAY EVP, CONSTRUCTION & ENGINEE 40.00 0.50 X 0 219196 29259 THADDIUS MICHAEL LENGYEL VP, LENDING & INVESTMENT 40.00 0.50 X 0 206934 32507 GARY BOSSE VP ENGINEERING & CONSTRUCT 40.00 0.50 X 0 201701 48943 0 1131014 194714 14 0 1 0 0 977612 1543465 2521077 ASSET MANAGEMENT FEES 561000 1143376 1143376 PLACEMENT AND SERVICIN 561000 630000 630000 INTEREST INCOME - LOAN 561000 586465 586465 INCENTIVE MANAGEMENT F 561000 190673 190673 FEE REVENUE 561000 60732 60732 37901 37901 2649147 142598 142598 5312822 2649147 0 142598 156000 156000 140255 140255 97920 97920 15529 15529 176516 176516 15185 15185 150828 150828 39260 39260 44432 44432 211379 211379 39999 39999 131178 131178 MANAGEMENT SERVICES FEE 1581823 1581823 LOSS ON INVESTMENTS 646513 646513 CONSULTANT EXPENSES 278420 278420 FURNITURE & EQUIPMENT 14533 14533 16784 16784 3756554 3756554 0 0 3183157 2556562 3439074 6275637 331457 530687 7204964 6542290 7342 16316 233197 44976 143939 188221 1633046 1885399 0 91152 1326045 1107683 17269024 19193947 474582 253357 5250000 6001500 1577227 1470045 7301809 7724902 X 7929772 7071675 2037443 4397370 9967215 11469045 17269024 19193947 X 1556268 -54438 X X 0 1 X 1 0 X 1723991 571227 436150 795130 2521077 6047575 2392497 3716643 3154465 3366483 2649147 15279235 4116488 4287870 3590615 4161613 5170224 21326810 135000 465000 265000 25000 287500 1177500 1672244 2817200 2319656 2429028 1012829 10250957 1807244 3282200 2584656 2454028 1300329 11428457 9898353 9220 16699 177481 429492 142598 775490 9220 16699 177481 429492 142598 775490 4125708 4304569 3768096 4591105 5312822 22102300 0.44780 0.42410 0.03510 0.03400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26852 4540 22312 206345 40436 165909 188221 INVESTMENTS IN NMTC LIMITED LIABILITY COMPANIES 21912 F INVESTMENTS IN RELATED PARTY 510000 F EQUITY INVESTMENTS 1353487 F 1885399 LEASE - RIGHT OF USE ASSETS 1094020 DEPOSITS 13663 1107683 PREPAID INTEREST 104947 LEASE LIABILITY, NET 1265098 UNEARNED REVENUE 100000 1470045 1 CIVIC COMMUNITY HOUSING 8989 RIO SAN DIEGO DRIVE SUITE 100 SAN DIEGO CA 92108 993299589 509(A)(3) 100000 0 N/A N/A FUNDING TO SUPPORT THE OPERATION OF CIVIC COMMUNITY HOUSING SOUTHWESTERN COLLEGE 900 OTAY LAKES ROAD CHULA VISTA CA 91910 480543715 501(C)(3) 18000 0 N/A N/A FUNDING TO SUPPORT APEX ACCELERATOR SPONSORSHIP SOUTH COUNTY ECONOMIC DEVELOPMENT COUNCIL 710 E 16TH ST UNIT 472 NATIONAL CITY CA 91951 330447669 501(C)(3) 12000 0 N/A N/A FUNDING TO SUPPORT FY24-25 BID A2C INTERNSHIP PROGRAM DOWNTOWN SAN DIEGO PARTNERSHIP 401B STREET SUITE 100 SAN DIEGO CA 92101 951729734 501(C)(6) 12000 0 N/A N/A FUNDING TO SUPPORT FY24-25 BID A2C INTERNSHIP PROGRAM THE EL CAJON BOULEVARD BUSINESS IMPROVEMENT ASSOCIATION 3727 EL CAJON BLVD SUITE 1-A SAN DIEGO CA 92105 330356595 501(C)(3) 10000 0 N/A N/A FUNDING TO SUPPORT BID A2C INTERN PROGRAM 0 0 0 0 0 0 0 0 0 ANDREW PHILLIPS PRESIDENT & CEO 0 243077 0 47000 0 1120 0 14585 0 24357 0 330139 0 0 LISA GREESON EVP, ADMINISTRATION 0 176212 0 35000 0 774 0 10573 0 34490 0 257049 0 0 GARY BOSSE VP ENGINEERING & CONSTRUCT 0 181612 0 18000 0 2089 0 10897 0 38046 0 250644 0 0 DANIEL KAY EVP, CONSTRUCTION & ENGINEE 0 187693 0 30000 0 1503 0 11262 0 17997 0 248455 0 0 THADDIUS MICHAEL LENGYEL VP, LENDING & INVESTMENT 0 162308 0 36304 0 8322 0 9739 0 22768 0 239441 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE IRS FORM 990 IS MADE AVAILABLE TO EACH BOARD MEMBER FOR COMMENT AND REVIEW BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION ANALYSIS PERFORMED FOR THE PRESIDENT AND AN INDEPENDENT SALARY STUDY PERFORMED ON ALL POSITIONS EVERY OTHER YEAR. THE RESULTS ARE THE BASIS FOR THE SALARY RANGES APPROVED IN THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: PROVISION FOR LOAN LOSS -54,438. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S AUDIT COMMITTEE, ALONG WITH MANAGEMEMT, REVIEWS AND APPROVES THE AUDITED FINANCIAL STATEMENTS. 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