Civic Intelligence

The Phoenix Center Inc

990EZ • Fiscal year 2018 • EIN 27-0501608

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 11, 2019

Organization ProfileN/A
212 Summer StreetMorrisville, VT 05661

(802) 888-4116

Siviq Scores

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

Liabilities / Assets

86th percentile

0.32x

Higher debt load relative to assets than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.07x

Higher debt load relative to revenue than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

78th percentile

$4,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

93rd percentile

129%

Faster asset growth than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

31st percentile

-13%

Faster revenue growth than 31% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$12,273

Up $6,921 (+129%) from 2017

Net Assets

Up

$8,370

Up $13,453 (+265%) from 2017

Liabilities

Down

$3,903

Down $6,532 (-63%) from 2017

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin79th percentile

Revenue

Down

$58,612

Down $8,643 (-13%) from 2017

Expenses

Down

$45,159

Down $15,458 (-26%) from 2017

Net Income

Up

$13,453

Up $6,815 (+103%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$60K$40K$20K$0-$20KAssets 2016: $0Liabilities 2016: $11,721Net Assets 2016: -$11,7212016Assets 2017: $5,352Liabilities 2017: $10,435Net Assets 2017: -$5,0832017Assets 2018: $12,273Liabilities 2018: $3,903Net Assets 2018: $8,3702018Assets 2019: $16,838Liabilities 2019: $6,641Net Assets 2019: $10,1972019Assets 2020: $42,467Liabilities 2020: $5,335Net Assets 2020: $37,1322020

Highlighted filing

2018

Assets$12,273
Liabilities$3,903
Net Assets$8,370
Open 2018 Filing

Operations Trend

Revenue Growth31st percentile

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

$100K$50K$0-$50KRevenue 2016: $58,153Expenses 2016: $60,874Net Income 2016: -$2,7212016Revenue 2017: $67,255Expenses 2017: $60,617Net Income 2017: $6,6382017Revenue 2018: $58,612Expenses 2018: $45,159Net Income 2018: $13,4532018Revenue 2019: $58,121Expenses 2019: $56,294Net Income 2019: $1,8272019Revenue 2020: $78,410Expenses 2020: $51,475Net Income 2020: $26,9352020

Highlighted filing

2018

Revenue$58,612
Expenses$45,159
Net Income$13,453
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 11, 2019
Return Version
2018v3.1
Gross Receipts
$58,612
Mission and Program Overview

Mission

Human services counseling

Program Services

DescriptionGrantsExpenses
HUMAN SERVICES- COUNSELING OF THE MENTALLY ILL AND SUBSTANCE ADDICTIONS-$45,159
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOIE MARSHALLDirectorPT$4,000-$4,000
JACQUELINE MAGOONPresident-$0--
ELEANOR KINSEYSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Phoenix Center Inc
EIN
27-0501608
Phone
8028884116
Address
212 SUMMER STREET, MORRISVILLE, VT 05661

Signing Officer

Name
Joie Marshall
Title
Director
Signed
2019-03-11
Discuss with paid preparer
Yes

Preparer

Firm
Hazel M Greaves Tax Service LLC
Address
27 DOW DRIVE, EAST HARDWICK, VT 05836
Preparer
Hazel M Greaves
Phone
8025632332
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Travel 207”

Form 990-EZ, Part I, Line 16, Other Expenses

“Meals and entertainment 1,331”

Form 990-EZ, Part I, Line 16, Other Expenses

“Conferences, conventions, and meetings 387”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 3,328”

Form 990-EZ, Part I, Line 16, Other Expenses

“Telephone 3,790”

Form 990-EZ, Part I, Line 16, Other Expenses

“Business fees and registrations 1,219”

Form 990-EZ, Part I, Line 16, Other Expenses

“BANK FEES 370”

Form 990-EZ, Part I, Line 16, Other Expenses

“AUTO EXPENSES 618”

Form 990-EZ, Part I, Line 16, Other Expenses

“ADVERTISING 1,186”

Form 990-EZ, Part I, Line 16, Other Expenses

“INSURANCE 587”

Form 990-EZ, Part I, Line 16, Other Expenses

“PAYROLL TAXES 1,554”

Form 990-EZ, Part I, Line 16, Other Expenses

“TRAINING 130”

Form 990-EZ, Part II, Line 24, Other Assets

“OFFICE FURNITURE Beginning of year 4,039, End of year 10,381”

Form 990-EZ, Part II, Line 26, Liabilities

“LOAN FROM DIRECTOR JOIE MARSHALL Beginning of year 9,409, End of year 3,597”

Form 990-EZ, Part II, Line 26, Liabilities

“PAYROLL LIABILITIES Beginning of year 1,026, End of year 306”

Raw XML Appendix181 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/BusinessNameLine1Txt0HAZEL GREAVES
IRS990EZ/BooksInCareOfDetail/PhoneNum08025632332
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt027 DOW DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EAST HARDWICK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd005836
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01313
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01892
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013453
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02060
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05352
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012273
IRS990EZ/GrossReceiptsAmt058612
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LoansToFromOfficersAmt03597
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-5083
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08370
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-5083
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08370
IRS990EZ/OccupancyRentUtltsAndMaintAmt08612
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOIE MARSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACQUELINE MAGOON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELEANOR KINSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04039
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010381
IRS990EZ/OtherExpensesTotalAmt014707
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HUMAN SERVICES COUNSELING
IRS990EZ/PrintingPublicationsPostageAmt015780
IRS990EZ/ProgramServiceRevenueAmt058612
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HUMAN SERVICES- COUNSELING OF THE MENTALLY ILL AND SUBSTANCE ADDICTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt045159
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt04000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010435
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03903
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt045159
IRS990EZ/TotalProgramServiceExpensesAmt045159
IRS990EZ/TotalRevenueAmt058612
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt058588
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041106
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt058153
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt056854
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt029500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0244201
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0244201
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058588
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt041106
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058153
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056854
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt029500
IRS990ScheduleA/Total509Grp/TotalAmt0244201
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058588
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt041106
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt058153
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt056854
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt029500
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0244201
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt03597
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0TO BUILD NEW OFFICE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt09000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0JOIE MARSHALL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt03597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Meals and entertainment 1,331
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, conventions, and meetings 387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies 3,328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Telephone 3,790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BUSINESS FEES AND REGISTRATIONS 1,219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK FEES 370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AUTO EXPENSES 618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ADVERTISING 1,186
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9INSURANCE 587
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PAYROLL TAXES 1,554
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TRAINING 130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12OFFICE FURNITURE Beginning of year 4,039, End of year 10,381
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13LOAN FROM DIRECTOR JOIE MARSHALL Beginning of year 9,409, End of year 3,597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PAYROLL LIABILITIES Beginning of year 1,026, End of year 306
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOIE MARSHALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PHOENIX CENTER INC
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0270501608
ReturnHeader/Filer/PhoneNum08028884116
ReturnHeader/Filer/USAddress/AddressLine1Txt0212 SUMMER STREET
ReturnHeader/Filer/USAddress/CityNm0MORRISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005661
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09469E3A37DFA5C59170F3DD7CA23566DF3666D8B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09469E3A37DFA5C59170F3DD7CA23566DF3666D8B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.158.176.88
ReturnHeader/FilingSecurityInformation/IPDt02019-03-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:42:31
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAZEL M GREAVES TAX SERVICE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027 DOW DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAST HARDWICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005836
ReturnHeader/PreparerPersonGrp/PhoneNum08025632332
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HAZEL M GREAVES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-03-11T08:59:58-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,273
Liabilities
$3,903
Net assets
$8,370
Revenue
$58,612
Expenses
$45,159
Net income
$13,453
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$42.5$5.34$37.1$78.4$51.5$26.9
2019Detailed filing. Detailed filing data is available for this year.$16.8$6.64$10.2$58.1$56.3$1.83
2018Detailed filing. Detailed filing data is available for this year.$12.3$3.90$8.37$58.6$45.2$13.5
2017Detailed filing. Detailed filing data is available for this year.$5.35$10.4$5.08$67.3$60.6$6.64
2016Detailed filing. Detailed filing data is available for this year.$0.00$11.7$11.7$58.2$60.9$2.72