Civic Intelligence

Phelps Family Foundation

990PF • Fiscal year 2017 • EIN 20-1974643

Apr 01, 2016 to Mar 31, 2017 • Filed on Jan 17, 2018

16720 Huerta RoadEncino, CA 91436

(425) 822-1996

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

8th percentile

-52%

Higher net margin than 8% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

16th percentile

-5.8%

Faster asset growth than 16% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

72nd percentile

21%

Faster revenue growth than 72% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$2,165,916

Down $132,790 (-5.8%) from 2016

Net Assets

Down

$2,165,916

Down $132,790 (-5.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$257,701

Up $44,778 (+21%) from 2016

Expenses

Down

$390,491

Down $1,071,868 (-73%) from 2016

Net Income

Up

-$132,790

Up $1,116,646 (+89%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$2,165,916
Liabilities$0
Net Assets$2,165,916

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$257,701
Expenses$390,491
Net Income-$132,790
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jan 17, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL E PHELPSPresident-$0--
PATRICIA E PHELPSVice-President/Secretary-$0--
RANDY RICHTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantINFORMEDTOGETHERTO HELP FUND GENERAL CHARITABLE OPERATIONS501(C)(3)BEVERLY HILLS, CA, US$180,000
Paid GrantUCLA FOUNDATIONTO HELP FUND GENERAL CHARITABLE OPERATIONS501(C)(3)LOS ANGELES, CA, US$172,650
Paid GrantCALIFORNIA INSTITUTE OF TECHNOLOGYTO HELP FUND GENERAL CHARITABLE OPERATIONS501(C)(3)PASADENA, CA, US$20,000
Paid GrantWORLD MOLECULAR IMAGING SOCIETYTO HELP FUND GENERAL CHARITABLE OPERATIONS501(C)(3)CULVER CITY, CA, US$5,000
Paid GrantEDUCATION & RESEARCH FOUNDATION FOR NUCLEAR MEDICINE & MOLECULAR IMAGINGTO HELP FUND GENERAL CHARITABLE OPERATIONS501(C)(3)OMAHA, NE, US$5,000
Paid GrantINTERNATIONAL JUSTICE MISSIONTO HELP FUND GENERAL CHARITABLE OPERATIONS501(C)(3)WASHINGTON, DC, US$5,000
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
2018-01-17
Discuss with paid preparer
Yes

Preparer

Firm
Sweeney Conrad Ps
Address
2606 116TH AVENUE NE SUITE 200, BELLEVUE, WA 98004-1422
Preparer
Gregory N Lacombe CPA
Phone
4256291990
Raw XML Appendix358 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO HELP FUND GENERAL CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO HELP FUND GENERAL CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO HELP FUND GENERAL CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO HELP FUND GENERAL CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UCLA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WORLD MOLECULAR IMAGING SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2EDUCATION & RESEARCH FOUNDATION FOR NUCLEAR MEDICINE & MOLECULAR IMAGING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CALIFORNIA INSTITUTE OF TECHNOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4INFORMEDTOGETHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5INTERNATIONAL JUSTICE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010920 WILSHIRE BOULEVARD SUITE 900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16162 BRISTOL PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt214301 FIRST NATIONAL BANK PARKWAY S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31200 EAST CALIFORNIA BLVD 234-6
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 3186
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 58147
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CULVER CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OMAHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BEVERLY HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090049
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd268154
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd490212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd520037
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0387650
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0108954
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0108954
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01291011
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0145583
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01148504
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01259535
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01019338
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01019338
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04123329
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0278696
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01291011
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0145583
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01148504
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01259535
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0387650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0278696
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05142667
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04863971
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MICHAEL E AND PATRICIA E PHELPS
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt016720 HUERTA ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ENCINO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091436
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0250000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt07
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1CA ANNUAL LICENSE FEE
TaxesSchedule/TaxesDetail/CategoryTxt2CA ANNUAL TAX FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt150
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt210
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDY RICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04258221996
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHELPS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHEL
ReturnHeader/Filer/EIN0201974643
ReturnHeader/Filer/PhoneNum04258221996
ReturnHeader/Filer/USAddress/AddressLine1Txt016720 HUERTA ROAD
ReturnHeader/Filer/USAddress/CityNm0ENCINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091436
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07620DEAF5655C69AB51A4F6D5DE474F3E959A293
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04B509A4373A208FDCB4407F16F33F78A2F4AB48C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0206.169.227.26
ReturnHeader/FilingSecurityInformation/IPDt02018-01-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm006:51:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911301672
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWEENEY CONRAD PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02606 116TH AVENUE NE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0980041422
ReturnHeader/PreparerPersonGrp/PhoneNum04256291990
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY N LACOMBE CPA
ReturnHeader/ReturnTs02018-01-29T16:31:53-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

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