Civic Intelligence

The Phoenix Center Inc.

990 • Fiscal year 2022 • EIN 22-3114959

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 31, 2023

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

55th percentile

0.39x

Higher debt load relative to assets than 55% of similar nonprofits.

2022 filings • NTEE B • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

27th percentile

0.09x

Higher debt load relative to revenue than 27% of similar nonprofits.

2022 filings • NTEE B • $10M-$25M nonprofits • Source year 2022

Net Margin

25th percentile

-0.5%

Higher net margin than 25% of similar nonprofits.

2022 filings • NTEE B • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

69th percentile

$225,177

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2022 filings • NTEE B • $10M-$25M nonprofits • Source year 2022

Asset Growth

20th percentile

-8.1%

Faster asset growth than 20% of similar nonprofits.

2022 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

24th percentile

-1.5%

Faster revenue growth than 24% of similar nonprofits.

2022 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Down

$3,177,919

Down $279,864 (-8.1%) from 2021

Net Assets

Down

$1,931,400

Down $72,644 (-3.6%) from 2021

Liabilities

Down

$1,246,519

Down $207,220 (-14%) from 2021

Revenue

Down

$13,374,384

Down $198,955 (-1.5%) from 2021

Expenses

Down

$13,447,028

Down $358,007 (-2.6%) from 2021

Net Income

Up

-$72,644

Up $159,052 (+69%) from 2021

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

2022

Assets$3,177,919
Liabilities$1,246,519
Net Assets$1,931,400

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

2022

Revenue$13,374,384
Expenses$13,447,028
Net Income-$72,644
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 31, 2023
Return Version
2021v4.0
Gross Receipts
$13,374,384
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
Accounts Receivable$1,209,965$1,268,858▲ $58,893
Savings and Temporary Cash Investments$1,433,763$1,010,778▼ $422,985
Land, Buildings, and Equipment, Net$559,246$537,379▼ $21,867
Prepaid Expenses and Deferred Charges$218,903$206,483▼ $12,420
Other Notes and Loans Receivable, Net$15,695$134,210▲ $118,515
Total Assets$3,457,783$3,177,919▼ $279,864
Other Assets Total$20,211$20,211→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$801,649--
Accounts Payable and Accrued Expenses$613,755$652,698▲ $38,943
Other Liabilities$38,335$565,198▲ $526,863
Deferred Revenue-$28,623-
Total Liabilities$1,453,739$1,246,519▼ $207,220
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,543,182$1,458,619▼ $84,563
Net Assets Without Donor Restrictions$460,862$472,781▲ $11,919
Total Net Assets Fund Balance$2,004,044$1,931,400▼ $72,644
Total Liabilities and Net Assets / Fund Balance$3,457,783$3,177,919▼ $279,864

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$329,814$647,341$977,155
Equipment$207,565$717,230$924,795
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie MowerExecutive DiFT$203,982$21,195$225,177
Julie MowerExecutive Director-$201,660$26,643$225,177
Claire HoldsworthBusiness ManFT$177,350$13,015$190,365
Claire HoldsworthBusiness Manager-$173,159$19,406$190,365
Kathryn PassarottiPrincipalFT$152,703$20,167$171,658
Kim WynbeekDirector RelatedFT$152,672$11,746$164,418
Kim WynbeekDirector Related Services-$150,350$15,597$164,418
Beth Psota-mieleTeacher/techFT$148,375$11,131$159,506
Beth Psota-mieleTeacher/tech Support-$147,133$12,373$159,506
Mary RoederOccupation TFT$130,510$16,688$147,198
Amy BolligerSupervisorFT$134,655$10,177$144,832

Board Members and Trustees

NameTitle
Iryna CareyPresident
Andrew RovegnoBoard Member
Dennis GibneyBoard Member
George SpinaBoard Member
James Balljb Autism ConsultingBoard Member
Jeffrey HeckerBoard Member
Kimm Ann OakesBoard Member
Maria SedlackBoard Member
Maryanne Degroote-strianoBoard Member
Natalie NeubauerBoard Member
Geraldine Gibbia G Gibbia Phd LLCFormer Ex Di
Elizabeth CoptiSecretary
Mayra PastoreTreasurer
Jim RussomanoVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,075,231
Program Service Revenue
$12,294,122
Investment Income
$5,031
Other Revenue
$0
All Other Contributions
$5,181
Change in Net Assets
$-72,644

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 Table2$141,763Invoices/checks
Other Non Cash Contri Table3$57,173Invoices/checks
Cars and Other Vehicles1$36,347Invoices/checks
Other Non Cash Contri Table2$27,449Invoices/checks
Other Non Cash Contri Table2$7,318Invoices/checks
Total Noncash Contributions10$270,050-

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,334,769
Revenue Not Reported on Financial Statements
$39,615
Other Revenue Adjustments
$39,615
Total Revenue per Audited Statements
$13,334,769
Total Revenue per Form 990
$13,374,384
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,758,181
Other Expenses$1,688,847
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,846,572$1,149,219-$8,995,791
Other Employee Benefits$1,099,913$156,323-$1,256,236
Payroll Taxes$670,307$113,020-$783,327
Occupancy$592,489$65,832-$658,321
Pension Plan Contributions$418,293$99,595-$517,888
Fees for Services Other$226,246$188,940-$415,186
Current Officers, Directors, Trustees, and Key Employees-$204,939-$204,939
Depreciation Depletion$117,409$6,411-$123,820
Fees for Services Accounting-$70,750-$70,750
Information Technology-$63,483-$63,483
Advertising-$48,425-$48,425
Insurance$22,444$25,772-$48,216
Travel$30,818$1,703-$32,521
Office Expenses-$32,276-$32,276
Other Expenses$18,274$19,701-$19,701
Fees for Services Legal-$6,371-$6,371
Conferences and Meetings$270--$270
Interest-$20-$20
All Other Expenses$11--$11
Total Functional Expenses$11,164,363$2,282,665$0$13,447,028

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,447,028
Expenses per Audited Statements$13,407,413
Total Expenses per Audited Statements$13,407,413
Expenses Not Reported on Financial Statements$39,615
Other Expense Adjustments$39,615
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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$10,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to School Districts$565,198
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
No
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
2023-01-31
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
245

Preparer

Firm
De Meola Zawacki Mingione & Co LLC
Address
33 SICOMAC RD STE 301, NORTH HALEDON, NJ 07508-2954
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

Interest income net w/ interest expense -31 food service sales net with expenses -39,584 interest income net w/ interest expense 31 food service sales net with costs 39,584

Financial Statement Notes

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

Interest income net w/ interest expense 31 food service sales net with expenses 39,584

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

Interest income net w/ interest expense 31 food service sales net with costs 39,584

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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