Civic Intelligence

The Phelps Foundation

990EZ • Fiscal year 2016 • EIN 20-2840767

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 27, 2017

Organization ProfileN/A
583 Sugartown RdMalvern, PA 19355-2800

(610) 644-1754

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

3rd percentile

-196%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

34th percentile

-6.3%

Faster asset growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$35,337

Down $2,357 (-6.3%) from 2015

Net Assets

Down

$35,337

Down $1,471 (-4.0%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Down

$1,282

Down $328 (-20%) from 2015

Expenses

Up

$3,801

Up $92 (+2.5%) from 2015

Net Income

Down

-$2,519

Down $420 (-20%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2016

Assets$35,337
Liabilities-
Net Assets$35,337
Open 2016 Filing

Operations Trend

Revenue Growth24th 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

2016

Revenue$1,282
Expenses$3,801
Net Income-$2,519
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 27, 2017
Return Version
2016v3.0
Gross Receipts
$1,282
Mission and Program Overview

Mission

Provide scholarship grants to schools for scholarship candidates.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP GRANTS TO SCHOOLS.$1,500$1,500
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORMAN T PHELPS JRDirector-$0--
GERALD FAHEYSecretary &-$0--
STEPHANY FAHEYPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Phelps Foundation
EIN
20-2840767
Phone
6106441754
Address
583 SUGARTOWN RD, MALVERN, PA 19355-2800

Signing Officer

Name
Stephany Fahey
Title
President
Phone
6106441754
Signed
2017-10-27

Preparer

Firm
Bliss & Company Ltd Cpas
Address
810 DOWNINGTOWN PIKE, WEST CHESTER, PA 19380-1935
Preparer
Charles a Hackett CPA Cva
Phone
6106961012
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 20

“Unrealized gains on investments 1,048”

Form 990-ez, Part II, Line 24

“Organization costs 19,844 19,844 less accumulated amortization 11,355 12,678 total 8,489 7,166”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 886 0”

Form 990-ez, Part III

“Provide scholarship grants to schools for scholarship candidates.”

Raw XML Appendix140 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE PHELPS FOUNDATION
IRS990EZ/BooksInCareOfDetail/PhoneNum06106441754
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0583 SUGARTOWN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MALVERN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019355
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029205
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028171
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2519
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0978
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037694
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035337
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01500
IRS990EZ/GrossReceiptsAmt01282
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0282
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036808
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035337
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036808
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035337
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NORMAN T PHELPS JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GERALD FAHEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANY FAHEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY &
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08489
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07166
IRS990EZ/OtherChangesInNetAssetsAmt01048
IRS990EZ/OtherExpensesTotalAmt01323
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIP GRANTS TO SCHOOLS FOR SCHOLARSHIP CANDIDATES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIP GRANTS TO SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0886
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03801
IRS990EZ/TotalProgramServiceExpensesAmt01500
IRS990EZ/TotalRevenueAmt01282
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0231365964
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE PHELPS SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt01500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNREALIZED GAINS ON INVESTMENTS 1,048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION COSTS 19,844 19,844 LESS ACCUMULATED AMORTIZATION 11,355 12,678 TOTAL 8,489 7,166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 886 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE SCHOLARSHIP GRANTS TO SCHOOLS FOR SCHOLARSHIP CANDIDATES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANY FAHEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06106441754
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PHELPS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHEL
ReturnHeader/Filer/EIN0202840767
ReturnHeader/Filer/PhoneNum06106441754
ReturnHeader/Filer/USAddress/AddressLine1Txt0583 SUGARTOWN RD
ReturnHeader/Filer/USAddress/CityNm0MALVERN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0193552800
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId062262E6D09AEC1C000BB2A40C5D907EB650D2FDD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId062262E6D09AEC1C000BB2A40C5D907EB650D2FDD
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232313651
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLISS & COMPANY LTD CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0810 DOWNINGTOWN PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST CHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0193801935
ReturnHeader/PreparerPersonGrp/PhoneNum06106961012
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES A HACKETT CPA CVA
ReturnHeader/ReturnTs02017-10-31T10:10:42-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,337
Liabilities
-
Net assets
$35,337
Revenue
$1,282
Expenses
$3,801
Net income
-$2,519
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits