Phelps Family Foundation

990PF • Fiscal year 2016 • EIN 20-1974643

Apr 01, 2015 to Mar 31, 2016 • Filed on Jul 10, 2016

Organization Profile

16720 Huerta RoadEncino, CA 91436

(425) 822-1996

Siviq Scores

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

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

-587%

Higher net margin than 2% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

-35%

Faster asset growth than 3% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

-78%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets25th percentile

Assets

Down

$2,298,706

Down $1,249,436 (-35%) from 2015

Net Assets

Down

$2,298,706

Down $1,249,436 (-35%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue25th percentile Net Margin2nd percentile

Revenue

Down

$212,923

Down $746,358 (-78%) from 2015

Expenses

$1,462,359

Up $566,310 (+63%) from 2015

Net Income

Down

-$1,249,436

Down $1,312,668 (-2076%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

Highlighted filing

2016

Assets$2,298,706

Liabilities$0

Net Assets$2,298,706

Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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

Highlighted filing

2016

Revenue$212,923

Expenses$1,462,359

Net Income-$1,249,436

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Apr 1, 2015 to Mar 31, 2016
Signed: Jul 10, 2016
Return Version: 2015v2.1

Compensation and Service Providers

Top Officer Pay42nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MICHAEL E PHELPS	President	-	$0	-	-
PATRICIA E PHELPS	Vice-President/Secretary	-	$0	-	-
RANDY RICH	Treasurer	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Phelps Family Foundation
EIN: 20-1974643
Phone: 4258221996
Address: 16720 HUERTA ROAD, ENCINO, CA 91436

Signing Officer

Name: Randy Rich
Title: Treasurer
Phone: 4258221996
Signed: 2016-07-10
Discuss with paid preparer: Yes

Preparer

Firm: WILLIAMSON & LACOMBE CPA'S PS
Address: 3927 LAKE WASHINGTON BLVD NE, KIRKLAND, WA 98033-7867
Preparer: Jeffrey a Williamson
Phone: 4258221996

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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/PersonNm	1	PATRICIA E PHELPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	RANDY RICH
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	THE PHELPS FAMILY FOUNDATION PROVIDES SUPPORT TO OTHER QUALIFIED 501(C)(3) ORGANIZATIONS ALLOWING THEM TO CARRY OUT CHARITABLE ACTIVITIES. ORGANIZATIONS SERVED = 6
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	315000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	TO HELP FUND GENERAL CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	TO HELP FUND GENERAL CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	5	TO HELP FUND GENERAL CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	UCLA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	BEL AIR PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	WASHINGTON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	UNIVERSITY OF CALIFORNIA SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	UNIVERSITY OF WISCONSIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	5	INDIANA UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	5	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	5	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	10920 WILSHIRE BOULEVARD SUITE 900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	16221 MULHOLLAND DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1 BROOKINGS DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	505 PARNASSUS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	1848 UNIVERSITY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	107 S INDIANA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	BLOOMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	90049
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	90049
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	63130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	94143
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	53726
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	47405
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	1445550
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	154539
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	154539
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	145583
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	1148504
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	1259535
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	1019338
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	8695
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	8695
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	4863971
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	1291011
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	145583
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	1148504
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	1259535
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	1019338
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1445550
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	1291011
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	4872666
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	3581655
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	208328
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	UNREALIZED GAINS - SECURITIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	208328
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	1200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	1200
TaxesSchedule/TaxesDetail/Amt	0	12886
TaxesSchedule/TaxesDetail/Amt	1	75
TaxesSchedule/TaxesDetail/Amt	2	10
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	CA ANNUAL LICENSE FEE
TaxesSchedule/TaxesDetail/CategoryTxt	2	CA ANNUAL TAX FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	75
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	10
ReturnHeader/BuildTS	0	2016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	RANDY RICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4258221996
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PHELPS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	PHEL
ReturnHeader/Filer/EIN	0	201974643
ReturnHeader/Filer/PhoneNum	0	4258221996
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	16720 HUERTA ROAD
ReturnHeader/Filer/USAddress/CityNm	0	ENCINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	91436
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	208746654
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WILLIAMSON & LACOMBE CPA'S PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	3927 LAKE WASHINGTON BLVD NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	KIRKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	980337867
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4258221996
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JEFFREY A WILLIAMSON
ReturnHeader/ReturnTs	0	2016-07-10T15:41:10-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-04-01
ReturnHeader/TaxPeriodEndDt	0	2016-03-31
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $2,298,706
Liabilities: $0
Net assets: $2,298,706
Revenue: $212,923
Expenses: $1,462,359
Net income: -$1,249,436

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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