Phoenix Foundation

990PF • Fiscal year 2012 • EIN 22-3036674

Jul 01, 2011 to Jun 30, 2012 • Filed on Jan 07, 2013

Organization Profile

2 Custom House Wharf04101

Siviq Scores

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

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

No value available

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

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

$93,300

Higher top officer pay than 100% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

-57%

Faster asset growth than 6% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$71,509

Down $93,864 (-57%) from 2011

Net Assets

Down

$71,509

Down $93,864 (-57%) from 2011

Liabilities

Flat

Flat from 2011

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

$137,670

Up $9,903 (+7.8%) from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

Highlighted filing

2012

Assets$71,509

Liabilities$0

Net Assets$71,509

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2012

Revenue-

Expenses$137,670

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2011 to Jun 30, 2012
Signed: Jan 7, 2013
Return Version: 2011v1.2

Compensation and Service Providers

Top Officer Pay100th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
RICHARD ROMEO	Executive Direc	FT	$93,300	-	$93,300
PARKER DENACO	Secretary	-	$0	-	-
CONSTANCE BINGHAM	Treasurer	-	$0	-	-
WALTER COREY	President	PT	$0	-	-

Filing and Contact Details

Filer

EIN: 22-3036674

Raw XML Appendix310 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/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	0
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	1774
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IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	5823
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed	0	0
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	1	0
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	3	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	PARKER DENACO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	CONSTANCE BINGHAM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	RICHARD ROMEO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	3	WALTER COREY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	2	Executive Direc
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	3	Portland
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IRS990PF/PrivateOperatingFoundations/DateOfRuling	0	1989-06-01
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/CurrentYear	0	0
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IRS990PF/PrivateOperatingFoundations/Section4942j3	0	X
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IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	90979
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	90979
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber	0	1
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine1	0	Richard P Romeo
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	2077615829
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	Portland
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IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	false
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IRS990PF/StatementsRegardingActivities/Form990TFiled	0	false
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IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	false
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	false
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IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied	0	false
IRS990PF/SummaryOfDirectCharitableActy/Description1	0	Development of socially responsible investment database.
IRS990PF/SummaryOfDirectCharitableActy/Description2	0	National Leadership
IRS990PF/SummaryOfDirectCharitableActy/Description3	0	Financial Literacy
IRS990PF/SummaryOfDirectCharitableActy/Expenses1	0	39424
IRS990PF/SummaryOfDirectCharitableActy/Expenses2	0	50551
IRS990PF/SummaryOfDirectCharitableActy/Expenses3	0	1004
IRS990PF/SupplementaryInformation/ContributingManager	0	WALTER COREY
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
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OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome	0	3060
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OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome	3	780
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome	4	178
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome	5	11000
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome	6	882
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome	7	55
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome	8	98
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome	9	35
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome	10	339
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome	11	2928
OtherExpensesSchedule/OtherExpenses/Description	0	Transportation
OtherExpensesSchedule/OtherExpenses/Description	1	Telephone
OtherExpensesSchedule/OtherExpenses/Description	2	Supplies
OtherExpensesSchedule/OtherExpenses/Description	3	Subcontractors
OtherExpensesSchedule/OtherExpenses/Description	4	repairs
OtherExpensesSchedule/OtherExpenses/Description	5	Rental Expenses
OtherExpensesSchedule/OtherExpenses/Description	6	Program
OtherExpensesSchedule/OtherExpenses/Description	7	Postage
OtherExpensesSchedule/OtherExpenses/Description	8	Meals
OtherExpensesSchedule/OtherExpenses/Description	9	Licenses & Permits
OtherExpensesSchedule/OtherExpenses/Description	10	Library
OtherExpensesSchedule/OtherExpenses/Description	11	Insurance
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	810
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	1	2718
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	2	882
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	3	53
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	4	98
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	5	9081
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	3870
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	1	1005
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	2	457
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	3	3498
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	4	178
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	5	11000
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	6	882
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	7	108
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	8	98
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	9	35
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	10	9420
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	11	2928
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	0	158
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	1	43358
OtherIncomeSchedule2/OtherIncome/Description	0	Reimbursed expenses
OtherIncomeSchedule2/OtherIncome/Description	1	Program Service Revenue
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	0	158
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	1	43358
TaxesSchedule/Taxes/AdjustedNetIncome	0	1642
TaxesSchedule/Taxes/Amount	0	7138
TaxesSchedule/Taxes/Category	0	49
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	5496
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/Filer/EIN	0	223036674
ReturnHeader/Filer/Name/BusinessNameLine1	0	Phoenix Foundation
ReturnHeader/Filer/NameControl	0	PHOE
ReturnHeader/Filer/Phone	0	2077615829
ReturnHeader/Filer/USAddress/AddressLine1	0	2 Custom House Wharf
ReturnHeader/Filer/USAddress/City	0	Portland
ReturnHeader/Filer/USAddress/State	0	ME
ReturnHeader/Filer/USAddress/ZIPCode	0	04101
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-01-07
ReturnHeader/Officer/Name	0	CONSTANCE BINGHAM
ReturnHeader/Officer/Title	0	Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	Macpage LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	30 Long Creek Dr
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	South Portland
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	ME
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	04106
ReturnHeader/Preparer/Name	0	Constance Bingham
ReturnHeader/Preparer/Phone	0	2077745701
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2011-07-01
ReturnHeader/TaxPeriodEndDate	0	2012-06-30
ReturnHeader/TaxYear	0	2011
ReturnHeader/Timestamp	0	2013-01-07T13:55:52-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $71,509
Liabilities: $0
Net assets: $71,509
Revenue: -
Expenses: $137,670
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2013Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00		$0.74
2012Detailed filing. Detailed filing data is available for this year.	$0.72	$0.00	$0.72		$1.38
2011Detailed filing. Detailed filing data is available for this year.	$1.65	$0.00	$1.65		$1.28