Civic Intelligence

The Phelps Foundation

990EZ • Fiscal year 2012 • EIN 20-2840767

Jan 01, 2012 to Dec 31, 2012 • Filed on Sep 23, 2013

Organization ProfileN/A
583 Sugartown Rd19355
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

1st percentile

-502%

Higher net margin than 1% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

94th percentile

120%

Faster revenue growth than 94% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$36,876

Down $6,654 (-15%) from 2011

Net Assets

$36,876

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Up

$1,176

Up $642 (+120%) from 2011

Expenses

Down

$7,085

Down $1,556 (-18%) from 2011

Net Income

Up

-$5,909

Up $2,198 (+27%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$60K$40K$20K$0Assets 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

2012

Assets$36,876
Liabilities-
Net Assets$36,876
Open 2012 Filing

Operations Trend

Revenue Growth94th percentile

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 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

2012

Revenue$1,176
Expenses$7,085
Net Income-$5,909
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Sep 23, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

Provide scholarship grants to schools for scholarship candidates.

Filing and Contact Details

Filer

EIN
20-2840767
Raw XML Appendix125 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/BOY029749
IRS990EZ/CashSavingsAndInvestments/EOY024418
IRS990EZ/ContributionsGiftsGrantsEtc01000
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-5909
IRS990EZ/FeesAndOthPymtToIndContractors0762
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrantsAndSimilarAmountsPaid05000
IRS990EZ/GrossReceipts01176
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome0176
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY042785
IRS990EZ/NetAssetsOrFundBalancesBOY042785
IRS990EZ/NetAssetsOrFundBalances/EOY036876
IRS990EZ/NetAssetsOrFundBalancesEOY036876
IRS990EZ/OccupancyRentUtilitiesAndMaint01323
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/Title2PRESIDENT
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY013781
IRS990EZ/OtherAssetsTotal/EOY012458
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/BOY0745
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/BOY043530
IRS990EZ/TotalAssets/EOY036876
IRS990EZ/TotalExpenses07085
IRS990EZ/TotalProgramServiceExpenses05000
IRS990EZ/TotalRevenue01176
IRS990EZ/TransactionWithControlEntity0false
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 6,063 7,386 TOTAL 13,781 12,458
IRS990ScheduleO/GeneralExplanation/Explanation1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 745 0
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/BuildTS02016-02-25 16:41:14Z
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/DateSigned02013-09-23
ReturnHeader/Officer/Name0STEPHANY FAHEY
ReturnHeader/Officer/Phone06106441754
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-09-23
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BLISS & COMPANY LTD CPAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10810 DOWNINGTOWN PIKE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WEST CHESTER
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0193801935
ReturnHeader/Preparer/Name0CHARLES A HACKETT CPA CVA
ReturnHeader/Preparer/Phone06106961012
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-07T08:28:55-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$36,876
Liabilities
-
Net assets
$36,876
Revenue
$1,176
Expenses
$7,085
Net income
-$5,909
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
2011Summary only. Only limited summary data is available for this year.$43.5$0.75$0.53$8.64$8.11