Civic Intelligence

Phoenix Society Inc

EIN 23-7152387 • 501(c)4 • Annapolis Junction, MD

Profile

Provide social environment for retired employees

P O Box 64Annapolis Junction, MD 20701
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.04x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

47th percentile

0.2%

Higher net margin than 47% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

51st percentile

-1.0%

Faster asset growth than 51% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

64%

Faster revenue growth than 91% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$231,853

Down $2,458 (-1.0%) from 2023

Liabilities

Up

$4,650

Up $4,443 (+2146%) from 2023

Net Assets

Down

$227,203

Down $6,901 (-2.9%) from 2023

Operations
Liabilities / Revenue73rd percentileNet Margin47th percentile

Revenue

Up

$129,350

Up $50,642 (+64%) from 2023

Expenses

Up

$129,100

Up $39,682 (+44%) from 2023

Net Income

Up

$250

Up $10,960 (+102%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2019: $192,295Liabilities 2019: $17,478Net Assets 2019: $174,8172019Assets 2020: $211,516Liabilities 2020: $12,043Net Assets 2020: $199,4732020Assets 2021: $223,313Liabilities 2021: $226Net Assets 2021: $223,0872021Assets 2022: $244,814Liabilities 2022: $0Net Assets 2022: $244,8142022Assets 2023: $234,311Liabilities 2023: $207Net Assets 2023: $234,1042023Assets 2024: $231,853Liabilities 2024: $4,650Net Assets 2024: $227,2032024

Highlighted filing

2024

Assets$231,853
Liabilities$4,650
Net Assets$227,203
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2019: $73,111Expenses 2019: $82,405Net Income 2019: -$9,2942019Revenue 2020: $74,205Expenses 2020: $49,549Net Income 2020: $24,6562020Revenue 2021: $68,352Expenses 2021: $53,669Net Income 2021: $14,6832021Revenue 2022: $70,112Expenses 2022: $48,385Net Income 2022: $21,7272022Revenue 2023: $78,708Expenses 2023: $89,418Net Income 2023: -$10,7102023Revenue 2024: $129,350Expenses 2024: $129,100Net Income 2024: $2502024

Highlighted filing

2024

Revenue$129,350
Expenses$129,100
Net Income$250
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$231,853
Liabilities
$4,650
Net assets
$227,203
Revenue
$129,350
Expenses
$129,100
Net income
$250
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.05$2.27$1.29$1.29$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.79$0.89$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.70$0.48$0.22
2021Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.68$0.54$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.12$0.12$1.99$0.74$0.50$0.25
2019Detailed filing. Detailed filing data is available for this year.$1.92$0.17$1.75$0.73$0.82$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 25, 2025
Return Version
2024v5.2
Gross Receipts
$129,350
Mission and Program Overview

Mission

Provide social environment for retired employees

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$234,311$198,376▼ $35,935
Cash and Non-Interest-Bearing Accounts-$33,477-
Total Assets$234,311$231,853▼ $2,458
Liabilities
Accounts Payable and Accrued Expenses$207$4,650▲ $4,443
Total Liabilities$207$4,650▲ $4,443
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$234,104$227,203▼ $6,901
Total Net Assets Fund Balance$234,104$227,203▼ $6,901
Total Liabilities and Net Assets / Fund Balance$234,311$231,853▼ $2,458
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Trum SouleChairman of Board and President
Elizabeth BrooksVice President
Charles FaughnanBoard
Cindy SmithBoard
Mark LeszczBoard
Terry SantaviccaBoard
Tony WheelerBoard
Judy GardnerSecretary
Monte DzurenkoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$84,100
Program Service Revenue
$37,975
Investment Income
$7,275
Other Revenue
$0
All Other Contributions
$1,252
Change in Net Assets
$250
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$83,081
Other Expenses$46,019
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$75,133--$75,133
Payroll Taxes$5,748--$5,748
Other Employee Benefits$2,200--$2,200
Other Expenses$1,970--$1,970
Insurance$1,474--$1,474
Office Expenses-$1,128-$1,128
All Other Expenses$1,023$22-$1,045
Fees for Services Accounting-$500-$500
Total Functional Expenses$127,450$1,650$0$129,100
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“Group is comprised of dues paying members”

Member election for additional members Part VI line 7A

“Membership is open to retirees of the national security agency”

Governing body decisions Part VI line 7B

“Membership votes on any governing body changes”

Committee meeting documentation Part VI line 8B

“Committee reports to the governing body or membership”

Form 990 governing body review Part VI line 11

“Governing body has the right to review the form 990”

Governing documents etc available to public Part VI line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Phoenix Society Inc
EIN
23-7152387
In Care Of
% MONTE DZURENKO
Phone
3016886413
Address
P O BOX 64, ANNAPOLIS JUNCTION, MD 20701
Doing Business As
Ft George G Meade Md

Signing Officer

Name
Monte Dzurenko
Title
Treasurer
Phone
3016886413
Signed
2025-08-25
Discuss with paid preparer
No

Organization Details

Principal Officer
Trum Soule
Formed
1986
Legal Domicile
Md
Voting Board Members
7
Independent Board Members
7
Employees
5

Preparer

Firm
Precision Tax Solutions Inc
Address
7348 RITCHIE HWY, Glen Burnie, MD 21061
Preparer
Phillip Wolfe
Phone
4105909600
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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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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0127450
IRS990/TotalFunctionalExpensesGrp/TotalAmt0129100
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0207
IRS990/TotalLiabilitiesEOYAmt04650
IRS990/TotalLiabilitiesGrp/BOYAmt0207
IRS990/TotalLiabilitiesGrp/EOYAmt04650
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0234104
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0227203
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0127450
IRS990/TotalProgramServiceRevenueAmt037975
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt045250
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0129350
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0234311
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0231853
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O BOX 64
IRS990/USAddress/CityNm0ANNAPOLIS JUNCTION
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd020701
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MONTE DZURENKO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03016886413
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOENIX SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0237152387
ReturnHeader/Filer/InCareOfNm0% MONTE DZURENKO
ReturnHeader/Filer/PhoneNum03016886413
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 64
ReturnHeader/Filer/USAddress/CityNm0ANNAPOLIS JUNCTION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0932683123
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRECISION TAX SOLUTIONS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07348 RITCHIE HWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Glen Burnie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021061
ReturnHeader/PreparerPersonGrp/PhoneNum04105909600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP WOLFE
ReturnHeader/ReturnTs02025-09-19T14:17:17-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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