Cplc Texas INC FY2024 filing

Tax-deductible

Phoenix, AZ501(c)(3)Since 2019Community DevelopmentEIN 84-4125422Revenue $5.6M in FY2024

On file with the IRScplc.org1112 E Buckeye Rd, 85034-4043 · Phoenix, AZTax-exempt since Sep 2020Publicly supported charity — 170(b)(1)(A)(vi)

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A Texas non-profit corporation creating opportunities for direct services relative to economic development, education, housing and real estate operations, integrated health and human services and social services.

501(c)(3) charity; gifts are tax-deductible.
95¢ of each $1 spent went to programs.
$471K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $1.0M a year · 4% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$471K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $612K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$49.2M
104% of total assets
Concern: liabilities are 104% of assets; over 80%.
Pt X · Ln 26
Independent board members
0
of 7 voting members
Concern: none of 7 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.6M
+11% vs prior year
Spent
$7.9M
To programs
95%
Net assets
−$1.7M
By yearFY2020–FY2025
Revenue
$5.6M
FY2024▲ +11%
Tap a bar for its year
Revenue by fiscal year
FY2020$2K
FY2021$82.6M
FY2022$17.4M
FY2023$5.1M
FY2024$5.6M
FY2025$5.4M
Expenses
$7.9M
FY2024▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020Not on file
FY2021$75.3M
FY2022$21.9M
FY2023$7.6M
FY2024$7.9M
FY2025$8.3M
Net assets
−$1.7M
FY2024▼ -422%
Tap a bar for its year
Net assets by fiscal year
FY2020−$44K
FY2021$7.2M
FY2022$3.1M
FY2023$529K
FY2024−$1.7M
FY2025−$4.7M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 2020.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $7.5M Management & general 5% · $394K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990; $471K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Director of US Medical Service
$209,853Pt VII · Sec A
Deputy Director Case Management
$143,722Pt VII · Sec A
Program Director
$117,539Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director (through 10/4/23)
$0Pt VII · Sec A
Director (as of 2/28/24)
$0Pt VII · Sec A
Treasurer (as of 2/28/24)
$0Pt VII · Sec A

Jerardo Pena’s $104K as Program Director is at the 22nd percentile of top reported officer pay among 2832 $1–10M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2025FY2024FY2023
Dorys Martinez—$209,853$207,719
Irma Uribe—$143,722$137,624
Aaron De Leon——$118,404
Jerardo Pena$103,710$117,539$115,548
Jesus Elorza——$107,750

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides housing counseling, economic development, education, and social services to help Texas families find affordable housing and achieve financial stability.

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Provided by the organization

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3 programs · $7.4M · in their own filed words · FY2023
01

Real Estate Development

CPLC texas provides affordable housing for low-income individuals and multifamily housing development. It currently owns and manages 440 apartment units in the state of texas. These units offer rents and deposits that are manageable for low-income family. Most of the properties are newly refurbished.

$6.7Mprogram expense
02

Supportive Housing Program

The supportive services for veteran families (SSVF) program is designed to promote housing stability among very low-income veteran families who are homeless or at imminent risk of homelessness.

$606Kprogram expense
03

Housing Counseling Program

CPLC texas provides housing counseling services designed to help individuals and families acquire relevant information needed to make sound decisions, identify affordable housing options, and maintain stability.

$63Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2022
Total grants receivedfrom 2 funders$612K
Grants paid · 14 grants · $10.3M · 2020–2024
Chicanos Por La Causa INC CplcAZ · FY2024$500,000
Unitemized GrantFY2024$28,134
Unitemized GrantFY2024$11,819
Unitemized GrantFY2024$9,430
Unitemized GrantFY2024$4,846
Unitemized GrantFY2024$4,602
Unitemized GrantFY2024$2,600
Unitemized GrantFY2024$10
Unitemized GrantFY2023$115,694
Unitemized GrantFY2023$12,862
Chicanos Por La Causa INC CplcAZ · FY2021$5,000,000
The Aspen Institute INCDC · FY2021$7,500
Unitemized GrantFY2021$6,800
Chicanos Por La Causa INC CplcAZ · FY2020$4,619,721

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$5.6M
Ln 12
Fees for servicesLn 2g$5.0M
Gifts and grantsLn 1h$615K
Investment incomeLn 3$211
Money outPt IX
$7.9M
Ln 25
Programscol B$7.5M
Managementcol C$394K
Owns and owesPt X
−$1.7M
net assets · Ln 32
Cash and savingsLn 1–2$771K
Total assetsLn 16$47.5M
LiabilitiesLn 26$49.2M
PeoplePt VI, VII
11
listed · VII A
PaidVII A3
Voting boardVI 1a7
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$615K
Government grantsLn 1e$614K
Fees for servicesLn 2g$5.0M
Investment incomeLn 3$211
Total revenueLn 12$5.6M
Assets in detailPt X, end of year
CashLn 1$771K
Cash and savings togetherLn 1–2$771K
Land, buildings, equipmentLn 10c$45.6M
Other assetsLn 15$188K
Total assetsLn 16$47.5M
LiabilitiesLn 26$49.2M
Net assetsLn 32−$1.7M
OperationsPt I, VI
EmployeesI 524
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$1.7M$771K
Land, buildings, equipmentLn 10c$47.3M$45.6M
Total assetsLn 16$52.6M$47.5M
LiabilitiesLn 26$52.0M$49.2M
Net assetsLn 32$529K−$1.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$129K$129K
Other salaries and wagesLn 7$1.1M$892K$172K
Pension plan contributionsLn 8$16K$13K$3K
Other employee benefitsLn 9$127K$104K$22K
Payroll taxesLn 10$83K$74K$9K
Management feesLn 11a$391K$391K
Legal feesLn 11b$15K$15K
Accounting feesLn 11c$8K$8K
Other fees for servicesLn 11g$47K$47K
Advertising and promotionLn 12$57K$57K
Office expensesLn 13$375K$371K$4K
Information technologyLn 14$112K$96K$15K
OccupancyLn 16$1.5M$1.5M$13K
TravelLn 17$30K$24K$6K
InterestLn 20$924K$924K
Depreciation, depletion and amortizationLn 22$2.1M$2.0M$33K
InsuranceLn 23$595K$595K
Other expenses (24a–d)Ln 24$268K$152K$115K
All other expensesLn 24e$5K$5K
Total functional expensesLn 25$7.9M$7.5M$394K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $5.4M$8.3M−$2.9M−$4.7M 990 PDF
FY2024 Viewing $5.6M$7.9M−$2.2M−$1.7M 990 PDF
FY2023 $5.1M$7.6M−$2.5M$529K 990 PDF
FY2022 $17.4M$21.9M−$4.6M$3.1M 990 PDF
FY2021 $82.6M$75.3M$7.2M$7.2M 990 PDF
FY2020 $2K−$44K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $5,623,671 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $594,047$614,854
I-9 Program service revenuePrior year $4,463,793$5,008,606
I-10 Investment incomePrior year $0$211
I-11 Other revenuePrior year $970$0
I-12 Total revenuePrior year $5,058,810$5,623,671
I-13 Grants and similar amounts paidPrior year $0$128,556
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,628,879$1,288,976
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $5,974,026$6,441,558
I-18 Total expensesPrior year $7,602,905$7,859,090
I-19 Revenue less expensesPrior year −$2,544,095−$2,235,419
Part VI · Governance 0 of 7 board members independent, 2 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members0
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $5,623,671 across 6 lines filed
VIII-1e Government grants$613,681
VIII-1f All other contributions, gifts and grants$1,173
VIII-1h Total contributions, gifts and grants$614,854
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,008,606$5,008,606
VIII-3 Investment incomeExcluded from tax $211$211
VIII-12 Total revenueRelated to mission $5,008,606 · Unrelated business $0 · Excluded from tax $211$5,623,671
Part IX · Statement of functional expenses $7,859,090 across 19 lines filed
IX-2 Grants to domestic individualsPrograms $128,556$128,556
IX-7 Other salaries and wagesPrograms $891,980 · Management $171,666$1,063,646
IX-8 Pension plan contributionsPrograms $12,505 · Management $3,288$15,793
IX-9 Other employee benefitsPrograms $104,214 · Management $22,402$126,616
IX-10 Payroll taxesPrograms $73,669 · Management $9,252$82,921
IX-11a Management feesPrograms $390,837$390,837
IX-11b Legal feesPrograms $14,599$14,599
IX-11c Accounting feesPrograms $8,481$8,481
IX-11g Other fees for servicesPrograms $46,826$46,826
IX-12 Advertising and promotionPrograms $56,849$56,849
IX-13 Office expensesPrograms $370,794 · Management $3,968$374,762
IX-14 Information technologyPrograms $96,383 · Management $15,248$111,631
IX-16 OccupancyPrograms $1,534,837 · Management $12,556$1,547,393
IX-17 TravelPrograms $23,894 · Management $6,333$30,227
IX-20 InterestPrograms $923,502$923,502
IX-22 Depreciation, depletion and amortizationPrograms $2,034,675 · Management $33,433$2,068,108
IX-23 InsurancePrograms $595,117$595,117
IX-24 Other expenses (24a–d)Programs $152,480 · Management $115,451$267,931
IX-24e All other expensesPrograms $5,295$5,295
IX-25 Total functional expensesPrograms $7,465,493 · Management $393,597 · Fundraising $0$7,859,090
Part X · Balance sheet $47,518,787 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $1,743,657$771,100
X-4 Accounts receivableStart of year $3,253,948$672,668
X-9 Prepaid expenses and deferred chargesStart of year $234,783$278,611
X-10c Land, buildings and equipment, netStart of year $47,334,709$45,607,944
X-15 Other assetsStart of year $0$188,464
X-16 Total assetsStart of year $52,567,097$47,518,787
X-17 Accounts payable and accrued expensesStart of year $3,813,551$476,602
X-19 Deferred revenueStart of year $62,464$57,384
X-25 Other liabilitiesStart of year $155,144$1,331,171
X-26 Total liabilitiesStart of year $52,037,801$49,224,910
X-27 Net assets without donor restrictionsStart of year $529,296−$1,706,123
X-32 Total net assets or fund balancesStart of year $529,296−$1,706,123
X-33 Total liabilities and net assetsStart of year $52,567,097$47,518,787
Part XI · Reconciliation of net assets −$1,706,123 net assets at year end
XI-1 Total revenue$5,623,671
XI-2 Total expenses$7,859,090
XI-3 Revenue less expenses−$2,235,419
XI-4 Net assets at start of year$529,296
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$1,706,123

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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