Civic Intelligence

The Phelps Foundation

990EZ • Fiscal year 2011 • EIN 20-2840767

Jan 01, 2011 to Dec 31, 2011 • Filed on Jun 06, 2012

Organization ProfileN/A
583 Sugartown Rd19355
Siviq Scores

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

Liabilities / Assets

62nd percentile

0.02x

Higher debt load relative to assets than 62% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

96th percentile

1.40x

Higher debt load relative to revenue than 96% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Net Margin

1st percentile

-1518%

Higher net margin than 1% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Flat

$43,530

Flat from 2011

Net Assets

$42,785

No earlier filing loaded for comparison.

Liabilities

Flat

$745

Flat from 2011

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin1st percentile

Revenue

Flat

$534

Flat from 2011

Expenses

Flat

$8,641

Flat from 2011

Net Income

Flat

-$8,107

Flat from 2011

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2011: $43,530Liabilities 2011: $745Net Assets 2011: $42,7852011Assets 2011: $43,530Liabilities 2011: $7452011Assets 2012: $36,876Net Assets 2012: $36,8762012Assets 2013: $37,766Net Assets 2013: $37,7662013Assets 2014: $39,658Net Assets 2014: $39,6582014Assets 2015: $37,694Liabilities 2015: $886Net Assets 2015: $36,8082015Assets 2016: $35,337Net Assets 2016: $35,3372016Assets 2017: $39,147Net Assets 2017: $39,1472017Assets 2018: $35,538Net Assets 2018: $35,5382018Assets 2019: $38,900Net Assets 2019: $38,9002019Assets 2020: $40,877Liabilities 2020: $8602020Assets 2021: $45,613Liabilities 2021: $02021Assets 2022: $40,274Net Assets 2022: $40,2742022Assets 2023: $40,913Liabilities 2023: $02023Assets 2024: $46,078Net Assets 2024: $46,0782024

Highlighted filing

2011

Assets$43,530
Liabilities$745
Net Assets$42,785
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0K-$10KRevenue 2011: $534Expenses 2011: $8,641Net Income 2011: -$8,1072011Revenue 2011: $534Expenses 2011: $8,641Net Income 2011: -$8,1072011Revenue 2012: $1,176Expenses 2012: $7,085Net Income 2012: -$5,9092012Revenue 2013: $5,254Expenses 2013: $6,749Net Income 2013: -$1,4952013Revenue 2014: $5,948Expenses 2014: $5,114Net Income 2014: $8342014Revenue 2015: $1,610Expenses 2015: $3,709Net Income 2015: -$2,0992015Revenue 2016: $1,282Expenses 2016: $3,801Net Income 2016: -$2,5192016Revenue 2017: $3,208Expenses 2017: $2,088Net Income 2017: $1,1202017Revenue 2018: $1,950Expenses 2018: $3,614Net Income 2018: -$1,6642018Revenue 2019: $1,527Expenses 2019: $3,650Net Income 2019: -$2,1232019Revenue 2020: $1,362Expenses 2020: $3,683Net Income 2020: -$2,3212020Revenue 2021: $2,885Expenses 2021: $2,162Net Income 2021: $7232021Revenue 2022: $2,687Expenses 2022: $2,251Net Income 2022: $4362022Revenue 2023: $2,669Expenses 2023: $3,306Net Income 2023: -$6372023Revenue 2024: $4,145Expenses 2024: $1,050Net Income 2024: $3,0952024

Highlighted filing

2011

Revenue$534
Expenses$8,641
Net Income-$8,107
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jun 6, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

Provide scholarship grants to schools for scholarship candidates.

Filing and Contact Details

Filer

EIN
20-2840767
Raw XML Appendix136 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.

Path#Value
CompensationExplanation/Compensation/PersonName0NORMAN T PHELPS JR
CompensationExplanation/Compensation/PersonName1GERALD FAHEY
CompensationExplanation/Compensation/PersonName2STEPHANY FAHEY
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY035789
IRS990EZ/CashSavingsAndInvestments/EOY029749
IRS990EZ/ContributionsGiftsGrantsEtc0300
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-8107
IRS990EZ/FeesAndOthPymtToIndContractors02319
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrantsAndSimilarAmountsPaid05000
IRS990EZ/GrossReceipts0534
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome0234
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY050892
IRS990EZ/NetAssetsOrFundBalancesBOY050892
IRS990EZ/NetAssetsOrFundBalances/EOY042785
IRS990EZ/NetAssetsOrFundBalancesEOY042785
IRS990EZ/OccupancyRentUtilitiesAndMaint01322
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10583 SUGARTOWN RD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11583 SUGARTOWN RD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12583 SUGARTOWN RD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0MALVERN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1MALVERN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2MALVERN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0PA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1PA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2PA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode019355
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode119355
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode219355
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition02.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition12.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition22.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0NORMAN T PHELPS JR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1GERALD FAHEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2STEPHANY FAHEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1SECRETARY &
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2VICE PRESIDE
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY015103
IRS990EZ/OtherAssetsTotal/EOY013781
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0PROVIDE SCHOLARSHIP GRANTS TO SCHOOLS FOR SCHOLARSHIP CANDIDATES.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0SCHOLARSHIP GRANTS TO SCHOOLS.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations05000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses05000
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/EOY0745
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10583 SUGARTOWN ROAD
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0MALVERN
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0PA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode019355
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10THE PHELPS FOUNDATION
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber06106441754
IRS990EZ/TotalAssets/BOY050892
IRS990EZ/TotalAssets/EOY043530
IRS990EZ/TotalExpenses08641
IRS990EZ/TotalProgramServiceExpenses05000
IRS990EZ/TotalRevenue0534
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/SumOfAmounts05000
IRS990ScheduleA/SupportedOrgInformation/Amount05000
IRS990ScheduleA/SupportedOrgInformation/EIN0231365964
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10THE PHELPS SCHOOL
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization06
IRS990ScheduleA/SupportingOrg509a3Type20X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleO/GeneralExplanation/Explanation0ORGANIZATION COSTS 19,844 19,844 LESS ACCUMULATED AMORTIZATION 4,741 6,063 TOTAL 15,103 13,781
IRS990ScheduleO/GeneralExplanation/Explanation1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 745
IRS990ScheduleO/GeneralExplanation/Explanation2PROVIDE SCHOLARSHIP GRANTS TO SCHOOLS FOR SCHOLARSHIP CANDIDATES.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/Identifier2PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0202840767
ReturnHeader/Filer/Name/BusinessNameLine10THE PHELPS FOUNDATION
ReturnHeader/Filer/NameControl0PHEL
ReturnHeader/Filer/Phone06106441754
ReturnHeader/Filer/USAddress/AddressLine10583 SUGARTOWN RD
ReturnHeader/Filer/USAddress/City0MALVERN
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019355
ReturnHeader/Officer/DateSigned02012-06-06
ReturnHeader/Officer/Name0NORMAN T PHELPS
ReturnHeader/Officer/Phone06106441754
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-06-06
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BLISS & COMPANY LTD CPAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1010 NORTH CHURCH STREET SUITE 305
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WEST CHESTER
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0193803000
ReturnHeader/Preparer/Name0CHARLES A HACKETT CPA CVA
ReturnHeader/Preparer/Phone06106961012
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-07-03T09:05:50-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$43,530
Liabilities
$745
Net assets
$42,785
Revenue
$534
Expenses
$8,641
Net income
-$8,107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$46.1$46.1$4.15$1.05$3.10
2023Summary only. Only limited summary data is available for this year.$40.9$0.00$2.67$3.31$0.64
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.3$40.3$2.69$2.25$0.44
2021Summary only. Only limited summary data is available for this year.$45.6$0.00$2.89$2.16$0.72
2020Summary only. Only limited summary data is available for this year.$40.9$0.86$1.36$3.68$2.32
2019Detailed filing. Detailed filing data is available for this year.$38.9$38.9$1.53$3.65$2.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.5$35.5$1.95$3.61$1.66
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.1$39.1$3.21$2.09$1.12
2016Detailed filing. Detailed filing data is available for this year.$35.3$35.3$1.28$3.80$2.52
2015Detailed filing. Detailed filing data is available for this year.$37.7$0.89$36.8$1.61$3.71$2.10
2014Detailed filing. Detailed filing data is available for this year.$39.7$39.7$5.95$5.11$0.83
2013Detailed filing. Detailed filing data is available for this year.$37.8$37.8$5.25$6.75$1.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.9$36.9$1.18$7.09$5.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.5$0.75$42.8$0.53$8.64$8.11
2011Summary only. Only limited summary data is available for this year.$43.5$0.75$0.53$8.64$8.11