Civic Intelligence

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

990PF • Fiscal year 2017 • EIN 06-1127466

Apr 01, 2016 to Mar 31, 2017 • Filed on Aug 15, 2017

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

86th percentile

47%

Faster asset growth than 86% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

18th percentile

-27%

Faster revenue growth than 18% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$4,862

Up $1,562 (+47%) from 2016

Net Assets

Up

$4,862

Up $1,562 (+47%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin88th percentile

Revenue

Down

$4,000

Down $1,500 (-27%) from 2016

Expenses

Down

$2,438

Down $1,869 (-43%) from 2016

Net Income

Up

$1,562

Up $369 (+31%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2017

Assets$4,862
Liabilities$0
Net Assets$4,862
Open 2017 Filing

Operations Trend

Revenue Growth18th 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

2017

Revenue$4,000
Expenses$2,438
Net Income$1,562
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Aug 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th 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
2017-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer
Michael Stallone CPA
Phone
2127519100
Raw XML Appendix278 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/PersonNm3ALBERT D PHELPS JR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2V.P., ASSISTANT SECR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRESIDENT
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0201
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0201
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04174
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04985
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02235
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011837
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011837
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017631
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02237
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04174
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04985
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02235
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02438
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02237
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029468
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027231
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0438
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0438
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALBERT D PHELPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02038478087
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId009C7D7C98B15FCD7DC4260AD805F0881E1B0347D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BDD7C180265B479FBC6B69F455B8CA5AF2C90B65
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId022006220171315000052
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.46.120.251
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/PhoneNum02127519100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL STALLONE CPA
ReturnHeader/ReturnTs02017-05-11T11:26:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,862
Liabilities
$0
Net assets
$4,862
Revenue
$4,000
Expenses
$2,438
Net income
$1,562
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