Civic Intelligence

The Phoenix Pact Fund

990 • Fiscal year 2013 • EIN 31-1705330

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 17, 2014

Organization ProfileN/A
2640 Grey Oaks Drive North34105

(312) 641-5765

Siviq Scores

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

Liabilities / Assets

45th percentile

0.09x

Higher debt load relative to assets than 45% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

81st percentile

0.79x

Higher debt load relative to revenue than 81% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

91st percentile

51%

Higher net margin than 91% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets45th percentile

Assets

$1,444,007

No earlier filing loaded for comparison.

Net Assets

$1,319,577

No earlier filing loaded for comparison.

Liabilities

$124,430

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin91st percentile

Revenue

$158,129

No earlier filing loaded for comparison.

Expenses

$77,170

No earlier filing loaded for comparison.

Net Income

$80,959

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30M$20M$10M$0Assets 2013: $1,444,007Liabilities 2013: $124,430Net Assets 2013: $1,319,5772013Assets 2016: $16,567,719Liabilities 2016: $3,397,489Net Assets 2016: $13,170,2302016Assets 2017: $16,681,350Liabilities 2017: $3,140,192Net Assets 2017: $13,541,1582017Assets 2018: $16,412,711Liabilities 2018: $3,837,734Net Assets 2018: $12,574,9772018Assets 2019: $15,530,721Liabilities 2019: $3,822,339Net Assets 2019: $11,708,3822019Assets 2020: $17,085,786Liabilities 2020: $4,303,408Net Assets 2020: $12,782,3782020Assets 2021: $22,425,207Liabilities 2021: $3,925,063Net Assets 2021: $18,500,1442021Assets 2022: $18,427,201Liabilities 2022: $3,709,227Net Assets 2022: $14,717,9742022Assets 2023: $17,702,321Liabilities 2023: $3,109,359Net Assets 2023: $14,592,9622023Assets 2024: $17,511,095Liabilities 2024: $3,110,546Net Assets 2024: $14,400,5492024

Highlighted filing

2013

Assets$1,444,007
Liabilities$124,430
Net Assets$1,319,577
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2013: $158,129Expenses 2013: $77,170Net Income 2013: $80,9592013Revenue 2016: $15,312,080Expenses 2016: $3,902,993Net Income 2016: $11,409,0872016Revenue 2017: $290,555Expenses 2017: $681,120Net Income 2017: -$390,5652017Revenue 2018: $661,263Expenses 2018: $1,923,275Net Income 2018: -$1,262,0122018Revenue 2019: $256,244Expenses 2019: $1,852,598Net Income 2019: -$1,596,3542019Revenue 2020: $4,209,169Expenses 2020: $2,649,203Net Income 2020: $1,559,9662020Revenue 2021: $4,533,654Expenses 2021: $1,525,307Net Income 2021: $3,008,3472021Revenue 2022: $1,476,076Expenses 2022: $2,249,664Net Income 2022: -$773,5882022Revenue 2023: $1,062,641Expenses 2023: $1,764,360Net Income 2023: -$701,7192023Revenue 2024: $598,993Expenses 2024: $2,231,564Net Income 2024: -$1,632,5712024

Highlighted filing

2013

Revenue$158,129
Expenses$77,170
Net Income$80,959
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 17, 2014
Return Version
2013v3.0
Gross Receipts
$158,129
Mission and Program Overview

Mission

To grant scholarships to individuals in financial need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,243,431$1,350,186▲ $106,755
Rtn Earn Endowment Incm Other Fnds$101,676$125,613▲ $23,937
Savings and Temporary Cash Investments$80,353$93,821▲ $13,468
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,323,784$1,444,007▲ $120,223
Liabilities
Grants Payable$129,820$124,430▼ $5,390
Total Liabilities$129,820$124,430▼ $5,390
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,193,964$1,319,577▲ $125,613
Total Liabilities and Net Assets / Fund Balance$1,323,784$1,444,007▲ $120,223

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,350,186--
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Irving LewisPresident/director
Cher KeckVice President/director
David LewisDirector
David PetersonDirector
Jeffry LewisDirector
Lawerence BlumDirector
Nancy LewisDirector
Robert WieseneckDirector
John HoranSecretary/director
Bruce BachmannTreasurer/director
Revenue and Support

Revenue Composition

Contributions and Grants
$126,025
Program Service Revenue
$0
Investment Income
$32,104
Other Revenue
$0
All Other Contributions
$126,025
Change in Net Assets
$80,959
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$76,980
Other Expenses$190
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$76,980--$76,980
Other Expenses$190--$190
Total Functional Expenses$77,170$0$0$77,170
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Irv lewis is the father of david lewis, jeffry lewis and nancy lewis.”

Form 990, Part VI, Section B, Line 11

“An electronic verison of the final version of the return is emailed to the board members before the return is actually filed. Board members are encouraged to review the return before it is filed.”

Form 990, Part VI, Section B, Line 12C

“The officers and directors complete a potential conflict report which is updated regularly.”

Form 990, Part VI, Section C, Line 19

“The organization has its governing documents available to the public upon request.”

Filing and Contact Details

Filer

EIN
31-1705330
Phone
3126415765

Signing Officer

Name
Irving Lewis
Title
President
Phone
8474981893
Signed
2014-06-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Irving Lewis
Formed
2000
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Preparer
Steven R Kolber
Phone
8473740400
Raw XML Appendix356 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IRV LEWIS IS THE FATHER OF DAVID LEWIS, JEFFRY LEWIS AND NANCY LEWIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AN ELECTRONIC VERISON OF THE FINAL VERSION OF THE RETURN IS EMAILED TO THE BOARD MEMBERS BEFORE THE RETURN IS ACTUALLY FILED. BOARD MEMBERS ARE ENCOURAGED TO REVIEW THE RETURN BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE OFFICERS AND DIRECTORS COMPLETE A POTENTIAL CONFLICT REPORT WHICH IS UPDATED REGULARLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt077170
IRS990/TotalFunctionalExpensesGrp/TotalAmt077170
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0129820
IRS990/TotalLiabilitiesEOYAmt0124430
IRS990/TotalLiabilitiesGrp/BOYAmt0129820
IRS990/TotalLiabilitiesGrp/EOYAmt0124430
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01193964
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01319577
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt077170
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt032104
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0158129
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01323784
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01444007
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine102640 GREY OAKS DRIVE NORTH
IRS990/USAddress/City0NAPLES
IRS990/USAddress/State0FL
IRS990/USAddress/ZIPCode034105
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0IRVING LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08474981893
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROBERTA BACHMANN LEWIS SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine20C/O IRVING LEWIS
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0311705330
ReturnHeader/Filer/PhoneNum03126415765
ReturnHeader/Filer/USAddress/AddressLine102640 GREY OAKS DRIVE NORTH
ReturnHeader/Filer/USAddress/City0NAPLES
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode034105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362929601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FGMK LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102801 LAKESIDE DRIVE 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BANNOCKBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode060015
ReturnHeader/PreparerPersonGrp/PhoneNum08473740400
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN R KOLBER
ReturnHeader/ReturnTs02014-06-26T11:29:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,444,007
Liabilities
$124,430
Net assets
$1,319,577
Revenue
$158,129
Expenses
$77,170
Net income
$80,959
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$3.11$14.4$0.60$2.23$1.63
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.7$3.11$14.6$1.06$1.76$0.70
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$3.71$14.7$1.48$2.25$0.77
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.4$3.93$18.5$4.53$1.53$3.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$4.30$12.8$4.21$2.65$1.56
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$3.82$11.7$0.26$1.85$1.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$3.84$12.6$0.66$1.92$1.26
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.7$3.14$13.5$0.29$0.68$0.39
2016Detailed filing. Detailed filing data is available for this year.$16.6$3.40$13.2$15.3$3.90$11.4
2013Detailed filing. Detailed filing data is available for this year.$1.44$0.12$1.32$0.16$0.08$0.08