Civic Intelligence

Phelps Family Foundation

EIN 20-1974643 • Encino, CA

16720 Huerta RoadEncino, CA 91436
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2021

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2021

Net Margin

1st percentile

-26545%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2021

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-99%

Faster revenue growth than 5% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$2,002

Down $850,783 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$2,002

Down $850,783 (-100%) from 2020

Operations
Liabilities / Revenue66th percentileNet Margin1st percentile

Revenue

Down

$3,205

Down $374,083 (-99%) from 2020

Expenses

Up

$853,988

Up $396,795 (+87%) from 2020

Net Income

Down

-$850,783

Down $770,878 (-965%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2012: $5,869,730Liabilities 2012: $02012Assets 2013: $4,495,052Liabilities 2013: $02013Assets 2014: $3,484,910Liabilities 2014: $02014Assets 2015: $3,548,142Liabilities 2015: $0Net Assets 2015: $3,548,1422015Assets 2016: $2,298,706Liabilities 2016: $0Net Assets 2016: $2,298,7062016Assets 2017: $2,165,916Liabilities 2017: $0Net Assets 2017: $2,165,9162017Assets 2018: $1,156,346Liabilities 2018: $0Net Assets 2018: $1,156,3462018Assets 2019: $932,690Liabilities 2019: $0Net Assets 2019: $932,6902019Assets 2020: $852,785Liabilities 2020: $0Net Assets 2020: $852,7852020Assets 2021: $2,002Liabilities 2021: $0Net Assets 2021: $2,0022021

Highlighted filing

2021

Assets$2,002
Liabilities$0
Net Assets$2,002
Open 2021 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2012: $11,240Expenses 2012: $1,347,751Net Income 2012: -$1,336,5112012Revenue 2013: $151,166Expenses 2013: $1,525,844Net Income 2013: -$1,374,6782013Revenue 2014: $346,790Expenses 2014: $1,356,932Net Income 2014: -$1,010,1422014Revenue 2015: $959,281Expenses 2015: $896,049Net Income 2015: $63,2322015Revenue 2016: $212,923Expenses 2016: $1,462,359Net Income 2016: -$1,249,4362016Revenue 2017: $257,701Expenses 2017: $390,491Net Income 2017: -$132,7902017Revenue 2018: $16,266Expenses 2018: $1,025,836Net Income 2018: -$1,009,5702018Revenue 2019: $19,570Expenses 2019: $243,226Net Income 2019: -$223,6562019Revenue 2020: $377,288Expenses 2020: $457,193Net Income 2020: -$79,9052020Revenue 2021: $3,205Expenses 2021: $853,988Net Income 2021: -$850,7832021

Highlighted filing

2021

Revenue$3,205
Expenses$853,988
Net Income-$850,783
Open 2021 Filing

Filings

Most recent year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,002
Liabilities
$0
Net assets
$2,002
Revenue
$3,205
Expenses
$853,988
Net income
-$850,783
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.85$0.85
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.38$0.46$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.02$0.24$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.02$1.03$1.01
2017Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.26$0.39$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.21$1.46$1.25
2015Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.96$0.90$0.06
2014Summary only. Only limited summary data is available for this year.$3.48$0.00$0.35$1.36$1.01
2013Summary only. Only limited summary data is available for this year.$4.50$0.00$0.15$1.53$1.37
2012Summary only. Only limited summary data is available for this year.$5.87$0.00$0.01$1.35$1.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL E PHELPSPresident-$0--
PATRICIA E PHELPSVice-President/Secretary-$0--
RANDY RICHTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Phelps Family Foundation
EIN
20-1974643
Phone
4256291990
Address
16720 HUERTA ROAD, ENCINO, CA 91436

Signing Officer

Name
Randy Rich
Title
Treasurer
Phone
4256291990
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Sweeney Conrad Ps
Address
10210 NE POINTS DRIVE SUITE 300, KIRKLAND, WA 98033
Preparer
Gregory N Lacombe CPA
Phone
4256291990
Raw XML Appendix274 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/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0427097
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0190848
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0938236
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0278696
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01291011
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01291011
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02684756
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0849879
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0427097
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0190848
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0938236
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0278696
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0850000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0849879
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03975767
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03125888
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0818
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDY RICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04256291990
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHELPS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHEL
ReturnHeader/Filer/EIN0201974643
ReturnHeader/Filer/PhoneNum04256291990
ReturnHeader/Filer/USAddress/AddressLine1Txt016720 HUERTA ROAD
ReturnHeader/Filer/USAddress/CityNm0ENCINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091436
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911301672
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWEENEY CONRAD PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010210 NE POINTS DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KIRKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098033
ReturnHeader/PreparerPersonGrp/PhoneNum04256291990
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY N LACOMBE CPA
ReturnHeader/ReturnTs02021-11-15T12:17:14-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RANDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RICH
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

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