Civic Intelligence

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

990PF • Fiscal year 2016 • EIN 06-1127466

Apr 01, 2015 to Mar 31, 2016 • Filed on May 15, 2016

Organization Profile
488 Main AvenueNorwalk, 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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

88th percentile

57%

Faster asset growth than 88% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

83%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$3,300

Up $1,193 (+57%) from 2015

Net Assets

Up

$3,300

Up $1,193 (+57%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin79th percentile

Revenue

Up

$5,500

Up $2,500 (+83%) from 2015

Expenses

Down

$4,307

Down $860 (-17%) from 2015

Net Income

Up

$1,193

Up $3,360 (+155%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2016

Assets$3,300
Liabilities$0
Net Assets$3,300
Open 2016 Filing

Operations Trend

Revenue Growth92nd 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

2016

Revenue$5,500
Expenses$4,307
Net Income$1,193
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
May 15, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th 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

Filer Name
Albert D Phelps Jr Charitable
EIN
06-1127466
In Care Of
% ALBERT D PHELPS INC
Phone
2038478087
Address
488 MAIN AVENUE, NORWALK, CT 06851

Signing Officer

Name
Albert D Phelps
Title
Vice President
Phone
2038478087
Signed
2016-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer
Michael Stallone CPA
Phone
2038478087
Raw XML Appendix293 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRESIDENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Boy Scouts of America
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MILFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Freehold Township
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060673
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206460
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd407728
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02180
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/AppliedToCurrentYearAmt0133
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0133
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04985
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02235
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011837
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02806
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02806
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt027231
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04174
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04985
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02235
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011837
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04307
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04174
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt030037
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt025863
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0327
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0327
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALBERT D PHELPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02038478087
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALBERT D PHELPS JR CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION 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/AddressLine1Txt0488 MAIN AVENUE
ReturnHeader/Filer/USAddress/CityNm0NORWALK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006851
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01411 BROADWAY 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02038478087
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL STALLONE CPA
ReturnHeader/ReturnTs02016-05-05T11:41:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,300
Liabilities
$0
Net assets
$3,300
Revenue
$5,500
Expenses
$4,307
Net income
$1,193
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