Civic Intelligence

The Phoenix Center Inc.

990 • Fiscal year 2020 • EIN 22-3114959

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 01, 2020

16 Monsignor Owens PlaceNutley, NJ 07110

(973) 542-0743

Siviq Scores

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

Liabilities / Assets

65th percentile

0.56x

Higher debt load relative to assets than 65% of similar nonprofits.

2020 filings • NTEE B • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.20x

Higher debt load relative to revenue than 37% of similar nonprofits.

2020 filings • NTEE B • $10M-$25M nonprofits • Source year 2020

Net Margin

38th percentile

0.4%

Higher net margin than 38% of similar nonprofits.

2020 filings • NTEE B • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

63rd percentile

$202,246

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2020 filings • NTEE B • $10M-$25M nonprofits • Source year 2020

Asset Growth

93rd percentile

73%

Faster asset growth than 93% of similar nonprofits.

2020 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

0.5%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$5,089,753

Up $2,141,813 (+73%) from 2019

Net Assets

Up

$2,235,740

Up $60,183 (+2.8%) from 2019

Liabilities

Up

$2,854,013

Up $2,081,630 (+270%) from 2019

Revenue

Up

$14,436,682

Up $67,673 (+0.5%) from 2019

Expenses

Up

$14,381,091

Up $113,374 (+0.8%) from 2019

Net Income

Down

$55,591

Down $45,701 (-45%) from 2019

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,225,258Liabilities 2011: $843,306Net Assets 2011: $1,381,9522011Assets 2012: $1,878,473Liabilities 2012: $432,846Net Assets 2012: $1,445,6272012Assets 2013: $2,094,034Liabilities 2013: $504,127Net Assets 2013: $1,589,9072013Assets 2014: $2,200,506Liabilities 2014: $496,065Net Assets 2014: $1,704,4412014Assets 2015: $2,262,578Liabilities 2015: $411,664Net Assets 2015: $1,850,9142015Assets 2016: $2,510,886Liabilities 2016: $460,231Net Assets 2016: $2,050,6552016Assets 2017: $2,534,395Liabilities 2017: $508,870Net Assets 2017: $2,025,5252017Assets 2018: $2,575,140Liabilities 2018: $500,875Net Assets 2018: $2,074,2652018Assets 2019: $2,947,940Liabilities 2019: $772,383Net Assets 2019: $2,175,5572019Assets 2020: $5,089,753Liabilities 2020: $2,854,013Net Assets 2020: $2,235,7402020Assets 2021: $3,457,783Liabilities 2021: $1,453,739Net Assets 2021: $2,004,0442021Assets 2022: $3,177,919Liabilities 2022: $1,246,519Net Assets 2022: $1,931,4002022Assets 2023: $6,597,673Liabilities 2023: $4,731,946Net Assets 2023: $1,865,7272023Assets 2024: $7,147,708Liabilities 2024: $4,951,408Net Assets 2024: $2,196,3002024

Highlighted filing

2020

Assets$5,089,753
Liabilities$2,854,013
Net Assets$2,235,740

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $10,366,522Expenses 2011: $10,323,801Net Income 2011: $42,7212011Revenue 2012: $10,931,945Expenses 2012: $10,868,268Net Income 2012: $63,6772012Revenue 2013: $11,527,875Expenses 2013: $11,383,595Net Income 2013: $144,2802013Revenue 2014: $11,877,366Expenses 2014: $11,762,833Net Income 2014: $114,5332014Revenue 2015: $12,132,125Expenses 2015: $11,985,652Net Income 2015: $146,4732015Revenue 2016: $12,827,969Expenses 2016: $12,628,228Net Income 2016: $199,7412016Revenue 2017: $12,494,155Expenses 2017: $12,519,285Net Income 2017: -$25,1302017Revenue 2018: $13,304,632Expenses 2018: $13,255,892Net Income 2018: $48,7402018Revenue 2019: $14,369,009Expenses 2019: $14,267,717Net Income 2019: $101,2922019Revenue 2020: $14,436,682Expenses 2020: $14,381,091Net Income 2020: $55,5912020Revenue 2021: $13,573,339Expenses 2021: $13,805,035Net Income 2021: -$231,6962021Revenue 2022: $13,374,384Expenses 2022: $13,447,028Net Income 2022: -$72,6442022Revenue 2023: $13,694,196Expenses 2023: $13,620,965Net Income 2023: $73,2312023Revenue 2024: $15,830,973Expenses 2024: $15,500,400Net Income 2024: $330,5732024

Highlighted filing

2020

Revenue$14,436,682
Expenses$14,381,091
Net Income$55,591
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 1, 2020
Return Version
2019v5.0
Gross Receipts
$14,438,118
Mission and Program Overview

Mission

The mission of the phoenix center, working in partnership with families and community, is to develop the potential of each student with significant developmental disabilities and those on the autism spectrum ages five through 21 and to provide customized, unique and individualized programs aligned with the new jersey core curriculum content standards. Promoting the development of the whole student, we care for, educate and empower our students and graduates so that they may develop life-centered skills which will prepare them for life beyond the classroom.

Private school for students with disabilities organized under the state of new jersey, department of education, rules and regulations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,030,538$2,709,487▲ $1,678,949
Accounts Receivable$1,171,573$1,534,601▲ $363,028
Land, Buildings, and Equipment, Net$583,785$578,431▼ $5,354
Prepaid Expenses and Deferred Charges$141,833$211,358▲ $69,525
Other Notes and Loans Receivable, Net-$35,665-
Total Assets$2,947,940$5,089,753▲ $2,141,813
Other Assets Total$20,211$20,211→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$11,020$2,361,419▲ $2,350,399
Accounts Payable and Accrued Expenses$692,251$421,178▼ $271,073
Other Liabilities$62,825$71,416▲ $8,591
Deferred Revenue$6,287--
Total Liabilities$772,383$2,854,013▲ $2,081,630
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,736,533$1,795,048▲ $58,515
Net Assets Without Donor Restrictions$439,024$440,692▲ $1,668
Total Net Assets Fund Balance$2,175,557$2,235,740▲ $60,183
Total Liabilities and Net Assets / Fund Balance$2,947,940$5,089,753▲ $2,141,813

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$356,973$554,121$911,094
Equipment$221,458$588,154$809,612
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie MowerExecutive DiFT$194,549$7,697$202,246
Julie MowerExecutive Director-$193,307$8,939$202,246
Claire HoldsworthBusiness ManFT$172,424$6,678$179,102
Claire HoldsworthBusiness Manager-$168,233$10,869$179,102
Kathryn PassarottiPrincipalFT$144,017$12,447$156,464
Kim WynbeekDirector RelatedFT$144,145$5,913$150,058
Kim WynbeekDirector Related Services-$142,942$7,116$150,058
Beth Psota-mieleTeacher/techFT$142,154$5,836$147,990
Mary RoederOccupation TFT$129,812$11,510$141,322
James Balljb Autism ConsultingBoard Member-$9,900-$9,900
Geraldine Gibbia G Gibbia Phd LLCFormer Ex Di-$1,781$4,500$6,281

Board Members and Trustees

NameTitle
Iryna CareyPresident
Andrew RovegnoBoard Member
Barbara ChiarieriBoard Member
George SpinaBoard Member
Jeffrey HeckerBoard Member
Kimm Ann OakesBoard Member
Maria SedlackBoard Member
Maryanne Degroote-strianoBoard Member
Natalie NeubauerBoard Member
Elizabeth CoptiSecretary
Mayra PastoreTreasurer
Jim RussomanoVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$154,901
Program Service Revenue
$14,272,342
Investment Income
$4,075
Other Revenue
$5,364
All Other Contributions
$10,303
Change in Net Assets
$55,591

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table12$144,598Invoices/checks
Total Noncash Contributions12$144,598-

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,403,898
Revenue Not Reported on Financial Statements
$32,784
Revenue Not Reported on Form 990
$1,436
Other Revenue Adjustments
$32,784
Total Revenue per Audited Statements
$14,405,334
Total Revenue per Form 990
$14,436,682
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$12,826,049
Other Expenses$1,555,042
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,851,513$1,205,943-$10,057,456
Other Employee Benefits$1,275,336$160,511-$1,435,847
Payroll Taxes$737,255$106,172-$843,427
Occupancy$581,478$64,633-$646,111
Pension Plan Contributions$247,221$48,922-$296,143
Current Officers, Directors, Trustees, and Key Employees-$193,176-$193,176
Fees for Services Other$28,425$103,561-$131,986
Depreciation Depletion$116,328$7,653-$123,981
Insurance$67,197$17,262-$84,459
Fees for Services Accounting-$67,375-$67,375
Information Technology-$64,145-$64,145
Advertising-$53,499-$53,499
All Other Expenses$12,773$18,240-$31,013
Other Expenses$25,245$1,538-$26,783
Conferences and Meetings$16,039$8-$16,047
Travel$10,359$1,938-$12,297
Office Expenses-$11,574-$11,574
Fees for Services Legal-$11,381-$11,381
Interest-$6,198-$6,198
Total Functional Expenses$12,174,288$2,206,803$0$14,381,091

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$14,381,091
Total Expenses per Audited Statements$14,349,743
Expenses per Audited Statements$14,348,307
Expenses Not Reported on Financial Statements$32,784
Other Expense Adjustments$32,784
Expenses Not Reported on Form 990$1,436
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$892
Fundraising Gross Income$892
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Board MemberConsulting ServicesNo$9,900
-Board MemberConsulting ServicesNo$1,781
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to School Districts$71,416
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Claire holdsworth geraldine gibbia business mgr board member sister in law julie mower geraldine gibbia principal board member niece

Form 990, Page 6, Part VI, Line 11B

A copy the form 990 will be presented to the finance committee for the inital review and approval and then presented at the next regularly scheduled quarterly board meeting and will be reviewed and approved by the board members prior to filing with the irs.

Form 990, Page 6, Part VI, Line 12C

The policy shall be distibuted to all members of the board of directors, administrators, certified and non-certified staff members, business and office personnel and all other employees annually and such individuals shall be asked to sign a copy of the policy annually

Form 990, Page 6, Part VI, Line 15A

The state of new jersey, department of education determine and publish a maximum salary guideline by county, by position each year for the compensation of the executive director, and other top management officials. The salaries of the directors and top managment officials are presented to the governing board in a budget that is approved annually.

Form 990, Page 6, Part VI, Line 15B

The state of new jersey, department of education determine and publish a maximum salary guideline by county, by job description each year for other officers or key employees. These salaries are included in a budget that is presented to the board for review and approval

Form 990, Page 6, Part VI, Line 19

Governing documents are available for inspection at the school during its regular business hours through contact made to the executive director via the school's web site or other written communications

Filing and Contact Details

Filer

Filer Name
The Phoenix Center Inc
EIN
22-3114959
Phone
9735420743
Address
16 MONSIGNOR OWENS PLACE, NUTLEY, NJ 07110

Signing Officer

Name
Julie Mower
Title
Executive Director
Phone
9735420743
Signed
2020-12-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Mower
Formed
1991
Legal Domicile
Nj
Voting Board Members
14
Independent Board Members
14
Employees
262

Preparer

Firm
De Meola Zawacki Mingione & Co LLC
Address
33 SICOMAC ROAD STE 301, NORTH HALEDON, NJ 07508
Preparer
Charles De Meola CPA
Phone
9732219990
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of the phoenix center, working in partnership with families and community, is to develop the potential of each student with significant developmental disabilities and those on the autism spectrum ages five through 21 and to provide customized, unique and individualized programs aligned with the new jersey student learning standards. Promoting the development of the whole student, we care for, educate and empower our students and graduates so that they may develop life-centered skills which will prepare them for life beyond the classroom.

Form 990, Part XI, Line 9

Fundraising expenses net w/ revenue 1,436 interest income net w/ interest expense -75 food service sales net with expenses -32,709 fundraising expenses net w/ revenue -1,436 interest income net w/ interest expense 75 food service sales net with costs 32,709

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Fundraising expenses net w/ revenue 1,436

Schedule D, Page 4, Part XI, Line 4B

Interest income net w/ interest expense 75 food service sales net with expenses 32,709

Schedule D, Page 4, Part XII, Line 2D

Fundraising expenses net w/ revenue 1,436

Schedule D, Page 4, Part XII, Line 4B

Interest income net w/ interest expense 75 food service sales net with costs 32,709

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IRS990/MissionDesc0THE MISSION OF THE PHOENIX CENTER, WORKING IN PARTNERSHIP WITH FAMILIES AND COMMUNITY, IS TO DEVELOP THE POTENTIAL OF EACH STUDENT WITH SIGNIFICANT DEVELOPMENTAL DISABILITIES AND THOSE ON THE AUTISM SPECTRUM AGES FIVE THROUGH 21 AND TO PROVIDE CUSTOMIZED, UNIQUE AND INDIVIDUALIZED PROGRAMS ALIGNED WITH THE NEW JERSEY STUDENT LEARNING STANDARDS. PROMOTING THE DEVELOPMENT OF THE WHOLE STUDENT, WE CARE FOR, EDUCATE AND EMPOWER OUR STUDENTS AND GRADUATES SO THAT THEY MAY DEVELOP LIFE-CENTERED SKILLS WHICH WILL PREPARE THEM FOR LIFE BEYOND THE CLASSROOM.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.15$4.95$2.20$15.8$15.5$0.33
2023Detailed filing. Detailed filing data is available for this year.$6.60$4.73$1.87$13.7$13.6$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.18$1.25$1.93$13.4$13.4$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.46$1.45$2.00$13.6$13.8$0.23
2020Detailed filing. Detailed filing data is available for this year.$5.09$2.85$2.24$14.4$14.4$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.95$0.77$2.18$14.4$14.3$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.58$0.50$2.07$13.3$13.3$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.53$0.51$2.03$12.5$12.5$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.51$0.46$2.05$12.8$12.6$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.26$0.41$1.85$12.1$12.0$0.15
2014Summary only. Only limited summary data is available for this year.$2.20$0.50$1.70$11.9$11.8$0.11
2013Summary only. Only limited summary data is available for this year.$2.09$0.50$1.59$11.5$11.4$0.14
2012Summary only. Only limited summary data is available for this year.$1.88$0.43$1.45$10.9$10.9$0.06
2011Summary only. Only limited summary data is available for this year.$2.23$0.84$1.38$10.4$10.3$0.04