Civic Intelligence

Phelps Family Foundation

990PF • Fiscal year 2020 • EIN 20-1974643

Apr 01, 2019 to Mar 31, 2020 • Filed on Sep 25, 2020

Organization Profile
16720 Huerta RoadEncino, CA 91436

(425) 629-1990

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

21st percentile

-21%

Higher net margin than 21% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

13th percentile

-8.6%

Faster asset growth than 13% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

1828%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$852,785

Down $79,905 (-8.6%) from 2019

Net Assets

Down

$852,785

Down $79,905 (-8.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin21st percentile

Revenue

Up

$377,288

Up $357,718 (+1828%) from 2019

Expenses

Up

$457,193

Up $213,967 (+88%) from 2019

Net Income

Up

-$79,905

Up $143,751 (+64%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2020

Assets$852,785
Liabilities$0
Net Assets$852,785
Open 2020 Filing

Operations Trend

Revenue Growth99th 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

2020

Revenue$377,288
Expenses$457,193
Net Income-$79,905
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Sep 25, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th 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
2020-09-25
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 Appendix338 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 = 4
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UCLA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3WORLD MOLECULAR IMAGING SOCIETY
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/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01500 E DUARTE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14929 WILSHIRE BLVD 800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt210920 WILSHIRE BOULEVARD SUITE 900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36160 BRISTOL PARKWAY SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DUARTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CULVER CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290049
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390230
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0453500
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/AppliedToCurrentYearAmt026403
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026403
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0190848
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0938236
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0278696
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01291011
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0145583
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0145583
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03125888
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0427097
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0190848
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0938236
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0278696
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01291011
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0453500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0427097
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03271471
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02844374
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/TotalContributionsAmt0367950
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt0743
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDY RICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04256291990
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-25
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0D3678E0C05592B39C60B9DF77EAA9A5289024EB3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07542D87985F54C78492DBF6A973059B07D790F07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0206.169.227.26
ReturnHeader/FilingSecurityInformation/IPDt02020-09-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:59:58
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/PreparationDt02020-09-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY N LACOMBE CPA
ReturnHeader/ReturnTs02020-09-28T12:31:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$852,785
Liabilities
$0
Net assets
$852,785
Revenue
$377,288
Expenses
$457,193
Net income
-$79,905
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