Civic Intelligence

Phelps Family Foundation

990PF • Fiscal year 2018 • EIN 20-1974643

Apr 01, 2017 to Mar 31, 2018 • Filed on Jan 16, 2019

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.

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

1st percentile

-6207%

Higher net margin than 1% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

2nd percentile

-47%

Faster asset growth than 2% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,156,346

Down $1,009,570 (-47%) from 2017

Net Assets

Down

$1,156,346

Down $1,009,570 (-47%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin1st percentile

Revenue

Down

$16,266

Down $241,435 (-94%) from 2017

Expenses

Up

$1,025,836

Up $635,345 (+163%) from 2017

Net Income

Down

-$1,009,570

Down $876,780 (-660%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

2018

Assets$1,156,346
Liabilities$0
Net Assets$1,156,346
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

2018

Revenue$16,266
Expenses$1,025,836
Net Income-$1,009,570
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Jan 16, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd 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
4258221996
Address
16720 HUERTA ROAD, ENCINO, CA 91436

Signing Officer

Name
Randy Rich
Title
Treasurer
Phone
4258221996
Signed
2019-01-16
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 Appendix351 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/SummaryOfDirectChrtblActyGrp/Description1Txt0THE 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/UndistributedIncomeGrp/DistributableAsAdjustedAmt084514
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0278696
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01259535
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01291011
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0102
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt275
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
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TaxesSchedule/TaxesDetail/CategoryTxt2CA ANNUAL TAX FILING FEE
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt110
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt275
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY N LACOMBE CPA
ReturnHeader/ReturnTs02019-01-31T12:49:23-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,156,346
Liabilities
$0
Net assets
$1,156,346
Revenue
$16,266
Expenses
$1,025,836
Net income
-$1,009,570
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