Phoenix Public Library Foundation FY2023 filing

Tax-deductible

Phoenix, AZ501(c)(3)Since 1996EducationEIN 86-0835463Revenue $599K in FY2023

On file with the IRSphoenixlibraryfoundation.orgPo Box 3735, 85030-3735 · Phoenix, AZTax-exempt since Nov 1997Publicly supported charity — 170(b)(1)(A)(vi)

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The Phoenix Public Library Foundation secures funding to support literacy, education, and lifelong learning programs at the Phoenix Public Library, ensuring access to resources for children, families, and learners of all ages.

501(c)(3) charity; gifts are tax-deductible.
37¢ of each $1 spent went to programs.
$129K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · 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
4 of 6
filings with a surplus
Average surplus $97K a year · 16% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
37%
of spending
Concern: 37% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$129K
to officers and key staff · 17% of spending
Fine: pay to officers and key staff is 17% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
9
named funders · $388K
Looks good: 9 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$94K
12% of total assets
Looks good: liabilities are 12% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$599K
+6% vs prior year
Spent
$761K
To programs
37%
Net assets
$707K
By yearFY2020–FY2025
Revenue
$599K
FY2023▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2020$224K
FY2021$1.1M
FY2022$565K
FY2023$599K
FY2024$600K
FY2025$681K
Expenses
$761K
FY2023▲ +60%
Tap a bar for its year
Expenses by fiscal year
FY2020$372K
FY2021$504K
FY2022$475K
FY2023$761K
FY2024$440K
FY2025$617K
Net assets
$707K
FY2023▼ -20%
Tap a bar for its year
Net assets by fiscal year
FY2020$201K
FY2021$778K
FY2022$885K
FY2023$707K
FY2024$879K
FY2025$977K

From the FY2023 Form 990 (year ending June 2023) · see the original

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You’re viewing the FY2023 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 Nov 1997.

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

Where the money goes

37 cents of each dollar spent went to programs.

Program services 37% · $285K Management & general 27% · $205K Fundraising 36% · $270K

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

13 people listed on the 990; $129K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Executive Director
$129,355Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Kelly Bushong’s $166K as President & Executive Director is at the 97th percentile of top reported officer pay among 1613 $100K–1M education 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 · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Kelly Bushong$165,605$137,272$129,355$118,120$94,460$94,716

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.

See Phoenix Public Library Foundation executive salaries →

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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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Funds library programs promoting literacy, education, and lifelong learning for all ages.

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Provided by the organization

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1 program · $285K · in their own filed words · FY2022
01

Provided resources for reading programs including summer reading and winter reading programs. Also supported early literacy outreach serving many children and families, kindergarten bootcamp, library staff development day, safe place, teen stem programming, college depot's on-line high school; and provided early learning resources for…

$285Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
See all 9 funders →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$599K
Ln 12
Gifts and grantsLn 1h$574K
Other incomeLn 4–11$17K
Investment incomeLn 3$8K
Money outPt IX
$761K
Ln 25
Programscol B$285K
Managementcol C$205K
Fundraisingcol D$270K
Owns and owesPt X
$707K
net assets · Ln 32
Cash and savingsLn 1–2$184K
Total assetsLn 16$801K
LiabilitiesLn 26$94K
PeoplePt VI, VII
13
listed · VII A
PaidVII A1
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$574K
Fundraising eventsLn 1c$127K
Investment incomeLn 3$8K
Other incomeLn 4–11$17K
Total revenueLn 12$599K
Assets in detailPt X, end of year
CashLn 1$184K
Cash and savings togetherLn 1–2$184K
InvestmentsLn 11–13$617K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$801K
LiabilitiesLn 26$94K
Net assetsLn 32$707K
OperationsPt I, VI
EmployeesI 51
VolunteersI 622
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 FY23End FY23
Cash and savingsLn 1–2$911K$184K
InvestmentsLn 11–13$40$617K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$919K$801K
LiabilitiesLn 26$34K$94K
Net assetsLn 32$885K$707K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$136K$136K
Other salaries and wagesLn 7$12K$12K
Other employee benefitsLn 9$7K$7K
Payroll taxesLn 10$12K$12K
Accounting feesLn 11c$17K$17K
Office expensesLn 13$4K$4K
Information technologyLn 14$1K$1K
Conferences, conventions and meetingsLn 19$657$657
Other expenses (24a–d)Ln 24$563K$285K$8K$270K
All other expensesLn 24e$9K$9K
Total functional expensesLn 25$761K$285K$205K$270K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $681K$617K$64K$977K 990 PDF
FY2024 $600K$440K$160K$879K 990 PDF
FY2023 Viewing $599K$761K−$162K$707K 990 PDF
FY2022 $565K$475K$90K$885K 990 PDF
FY2021 $1.1M$504K$578K$778K 990 PDF
FY2020 $224K$372K−$148K$201K 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 FY2023 990 (6 parts)
Part I · Summary $598,992 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $538,853$573,714
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$8,409
I-11 Other revenuePrior year $26,289$16,869
I-12 Total revenuePrior year $565,142$598,992
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $148,384$166,911
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $326,335$593,838
I-18 Total expensesPrior year $474,719$760,749
I-19 Revenue less expensesPrior year $90,423−$161,757
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $598,992 across 6 lines filed
VIII-1c Fundraising events$127,316
VIII-1f All other contributions, gifts and grants$446,398
VIII-1h Total contributions, gifts and grants$573,714
VIII-3 Investment incomeExcluded from tax $8,409$8,409
VIII-8 Net income from fundraising eventsExcluded from tax $16,869$16,869
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $25,278$598,992
Part IX · Statement of functional expenses $760,749 across 10 lines filed
IX-5 Pay of current officers, directors and key staffManagement $136,008$136,008
IX-7 Other salaries and wagesManagement $11,904$11,904
IX-9 Other employee benefitsManagement $7,466$7,466
IX-10 Payroll taxesManagement $11,533$11,533
IX-11c Accounting feesManagement $16,525$16,525
IX-13 Office expensesManagement $3,847$3,847
IX-14 Information technologyManagement $1,028$1,028
IX-19 Conferences, conventions and meetingsManagement $657$657
IX-24 Other expenses (24a–d)Programs $285,151 · Management $7,601 · Fundraising $270,370$563,122
IX-24e All other expensesManagement $8,659$8,659
IX-25 Total functional expensesPrograms $285,151 · Management $205,228 · Fundraising $270,370$760,749
Part X · Balance sheet $801,005 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $911,321$183,949
X-10c Land, buildings and equipment, netStart of year $0$0
X-11 Publicly traded securitiesStart of year $40$617,056
X-16 Total assetsStart of year $919,417$801,005
X-17 Accounts payable and accrued expensesStart of year $34,449$93,993
X-26 Total liabilitiesStart of year $34,449$93,993
X-27 Net assets without donor restrictionsStart of year $141,614$701,912
X-28 Net assets with donor restrictionsStart of year $743,354$5,100
X-32 Total net assets or fund balancesStart of year $884,968$707,012
X-33 Total liabilities and net assetsStart of year $919,417$801,005
Part XI · Reconciliation of net assets $707,012 net assets at year end
XI-1 Total revenue$598,992
XI-2 Total expenses$760,749
XI-3 Revenue less expenses−$161,757
XI-4 Net assets at start of year$884,968
XI-8 Prior period adjustments−$16,199
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$707,012

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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