Civic Intelligence

Albert D Phelps Jr Charitable Foundation C/O Albert D Phelps Inc

990PF • Fiscal year 2014 • EIN 06-1127466

Apr 01, 2013 to Mar 31, 2014 • Filed on May 15, 2014

Organization Profile
488 Main AvenueSuiteFairfield, CT 06851

(203) 847-8087

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

8th percentile

-71%

Higher net margin than 8% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

13th percentile

-29%

Faster asset growth than 13% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

9th percentile

-50%

Faster revenue growth than 9% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$4,274

Down $1,787 (-29%) from 2013

Net Assets

Down

$4,274

Down $1,787 (-29%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin8th percentile

Revenue

Down

$2,500

Down $2,500 (-50%) from 2013

Expenses

Up

$4,287

Up $1,862 (+77%) from 2013

Net Income

Down

-$1,787

Down $4,362 (-169%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20K$15K$10K$5.0K$0Assets 2012: $3,486Liabilities 2012: $0Net Assets 2012: $3,4862012Assets 2013: $6,061Liabilities 2013: $0Net Assets 2013: $6,0612013Assets 2014: $4,274Liabilities 2014: $0Net Assets 2014: $4,2742014Assets 2015: $2,107Liabilities 2015: $0Net Assets 2015: $2,1072015Assets 2016: $3,300Liabilities 2016: $0Net Assets 2016: $3,3002016Assets 2017: $4,862Liabilities 2017: $0Net Assets 2017: $4,8622017Assets 2018: $962Liabilities 2018: $0Net Assets 2018: $9622018Assets 2019: $2,250Liabilities 2019: $0Net Assets 2019: $2,2502019Assets 2020: $1,041Liabilities 2020: $0Net Assets 2020: $1,0412020Assets 2021: $1,269Liabilities 2021: $0Net Assets 2021: $1,2692021Assets 2022: $1,284Liabilities 2022: $0Net Assets 2022: $1,2842022Assets 2023: $16,326Liabilities 2023: $0Net Assets 2023: $16,3262023Assets 2024: $13,712Liabilities 2024: $0Net Assets 2024: $13,7122024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2014

Assets$4,274
Liabilities$0
Net Assets$4,274
Open 2014 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20K$10K$0-$10K-$20KExpenses 2012: $12,1592012Revenue 2013: $5,000Expenses 2013: $2,425Net Income 2013: $2,5752013Revenue 2014: $2,500Expenses 2014: $4,287Net Income 2014: -$1,7872014Revenue 2015: $3,000Expenses 2015: $5,167Net Income 2015: -$2,1672015Revenue 2016: $5,500Expenses 2016: $4,307Net Income 2016: $1,1932016Revenue 2017: $4,000Expenses 2017: $2,438Net Income 2017: $1,5622017Revenue 2018: $2,000Expenses 2018: $5,900Net Income 2018: -$3,9002018Revenue 2019: $3,500Expenses 2019: $2,212Net Income 2019: $1,2882019Revenue 2020: $2,000Expenses 2020: $3,209Net Income 2020: -$1,2092020Revenue 2021: $2,000Expenses 2021: $1,772Net Income 2021: $2282021Revenue 2022: $2,000Expenses 2022: $1,985Net Income 2022: $152022Revenue 2023: $17,500Expenses 2023: $2,458Net Income 2023: $15,0422023Revenue 2024: $0Expenses 2024: $2,714Net Income 2024: -$2,7142024Revenue 2025: $0Expenses 2025: $13,712Net Income 2025: -$13,7122025

Highlighted filing

2014

Revenue$2,500
Expenses$4,287
Net Income-$1,787
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
May 15, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN WARRENPresidentPT$0--
DANIEL P PARENTETreasurer, SecretaryPT$0--
MONA PHELPSV.P., Assistant SecrPT$0--
ALBERT D PHELPS JRVice PresidentPT$0--
BLAISE FREDELLAVice PresidentPT$0--
Filing and Contact Details

Filer

EIN
06-1127466
In Care Of
% ALBERT D PHELPS INC
Phone
2038478087

Signing Officer

Name
Albert D Phelps
Title
Vice President
Phone
2127519100
Signed
2014-05-15
Discuss with paid preparer
Yes

Preparer

Preparer
Michael Stallone CPA
Phone
2127519100
Raw XML Appendix308 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MONA PHELPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ALBERT D PHELPS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4BLAISE FREDELLA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3CT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14THE SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15WOODLAWN CONCERVANCY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1060 WELLINGTON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine117 LEWIS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1226345 NETWORK PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13PO BOX 758517
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1414 BYINGTON PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine154199 WEBSTER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0MILFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1NORWALK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3TOPEKA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4NORWALK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5BRONX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode006460
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode106851
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode260673
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode366675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode406850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode510470
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02530
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0287
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0287
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02235
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011837
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02806
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07385
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01916
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01916
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt028263
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02235
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011837
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02806
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07385
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04287
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04000
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt030179
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026179
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0357
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0357
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALBERT D PHELPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02127519100
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10ALBERT D PHELPS JR CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOUNDATION C/O ALBERT D PHELPS INC
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0061127466
ReturnHeader/Filer/InCareOfNm0% ALBERT D PHELPS INC
ReturnHeader/Filer/PhoneNum02038478087
ReturnHeader/Filer/USAddress/AddressLine10488 MAIN AVENUE
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0NORWALK
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006851
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WITHUMSMITHBROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101411 BROADWAY 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode010018
ReturnHeader/PreparerPersonGrp/PhoneNum02127519100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL STALLONE CPA
ReturnHeader/ReturnTs02014-05-13T14:25:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,274
Liabilities
$0
Net assets
$4,274
Revenue
$2,500
Expenses
$4,287
Net income
-$1,787
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$13.7$13.7
2024Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$0.00$2.71$2.71
2023Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$17.5$2.46$15.0
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$2.00$1.99$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$2.00$1.77$0.23
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$2.00$3.21$1.21
2019Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$3.50$2.21$1.29
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$2.00$5.90$3.90
2017Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$4.00$2.44$1.56
2016Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$5.50$4.31$1.19
2015Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$3.00$5.17$2.17
2014Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$2.50$4.29$1.79
2013Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$5.00$2.43$2.58
2012Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$12.2
Peer Organizations

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