Civic Intelligence

Phoenix Place Inc.

990 • Fiscal year 2021 • EIN 32-0133010

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 24, 2021

Organization ProfilePHOENIXPLACE.ORG
4 CeceliaAmelia, OH 45102

(513) 752-6170

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

40th percentile

6.8%

Higher net margin than 40% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

35th percentile

2.5%

Faster asset growth than 35% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2021

Revenue Growth

57th percentile

21%

Faster revenue growth than 57% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$589,415

Up $27,879 (+5.0%) from 2019

Net Assets

Up

$587,999

Up $26,820 (+4.8%) from 2019

Liabilities

Up

$1,416

Up $1,059 (+297%) from 2019

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin40th percentile

Revenue

Up

$333,298

Up $106,322 (+47%) from 2019

Expenses

Up

$310,555

Up $121,265 (+64%) from 2019

Net Income

Down

$22,743

Down $14,943 (-40%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$800K$600K$400K$200K$0Assets 2015: $533,321Liabilities 2015: $773Net Assets 2015: $532,5482015Assets 2016: $493,985Liabilities 2016: $1,165Net Assets 2016: $492,8202016Assets 2017: $538,194Liabilities 2017: $0Net Assets 2017: $538,1942017Assets 2018: $521,875Liabilities 2018: $257Net Assets 2018: $521,6182018Assets 2019: $561,536Liabilities 2019: $357Net Assets 2019: $561,1792019Assets 2021: $589,415Liabilities 2021: $1,416Net Assets 2021: $587,9992021Assets 2022: $646,103Liabilities 2022: $2,936Net Assets 2022: $643,1672022Assets 2024: $517,405Liabilities 2024: $24,859Net Assets 2024: $492,5462024

Highlighted filing

2021

Assets$589,415
Liabilities$1,416
Net Assets$587,999
Open 2021 Filing

Operations Trend

Revenue Growth57th percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $108,400Expenses 2015: $88,016Net Income 2015: $20,3842015Revenue 2016: $115,150Expenses 2016: $124,777Net Income 2016: -$9,6272016Revenue 2017: $209,980Expenses 2017: $164,606Net Income 2017: $45,3742017Revenue 2018: $179,831Expenses 2018: $179,547Net Income 2018: $2842018Revenue 2019: $226,976Expenses 2019: $189,290Net Income 2019: $37,6862019Revenue 2021: $333,298Expenses 2021: $310,555Net Income 2021: $22,7432021Revenue 2022: $405,168Expenses 2022: $351,315Net Income 2022: $53,8532022Revenue 2024: $78,366Expenses 2024: $126,323Net Income 2024: -$47,9572024

Highlighted filing

2021

Revenue$333,298
Expenses$310,555
Net Income$22,743
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 24, 2021
Return Version
2020v4.1
Gross Receipts
$333,298
Mission and Program Overview

Mission

To give support to the mentally ill

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$463,753$463,753→ $0
Savings and Temporary Cash Investments$74,180$100,030▲ $25,850
Cash and Non-Interest-Bearing Accounts$35,297$24,632▼ $10,665
Total Assets$573,830$589,415▲ $15,585
Other Assets Total$600$1,000▲ $400
Liabilities
Accounts Payable and Accrued Expenses$221$1,416▲ $1,195
Total Liabilities$221$1,416▲ $1,195
Net Assets / Fund Balance
Net Assets With Donor Restrictions$573,609$587,999▲ $14,390
Total Net Assets Fund Balance$573,609$587,999▲ $14,390
Total Liabilities and Net Assets / Fund Balance$573,830$589,415▲ $15,585

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$463,753--
Other Assets Org$1,000--
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Stephanie KunkelPresident
Amy FoleyExecutive Director
Lee Ann WatsonTrustee
Retta McculbyTrustee
Wendy SaundersSecretary
Duane DonohooTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$333,298
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$16,114
Change in Net Assets
$22,743
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$61,866
Salaries, Compensation, and Employee Benefits$40,760
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$207,929--$207,929
Other Salaries and Wages-$40,760-$40,760
Office Expenses-$23,154-$23,154
Fees for Services Accounting-$11,750-$11,750
Other Expenses$6,087--$6,087
Occupancy$4,782--$4,782
Insurance$1,661--$1,661
Advertising-$547-$547
All Other Expenses$304--$304
Total Functional Expenses$234,344$76,211$0$310,555
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Member election for additional members Part VI line 7A

“Trustees have the ability to elect new members to the board”

Governing body decisions Part VI line 7B

“Board members make goverance decisions for the phoenix place”

Form 990 governing body review Part VI line 11

“All board members will receive a copy of this return”

Conflict of interest policy compliance Part VI line 12C

“Organization has written conflict of interest policy...board makes sure the organization follows the policy”

Form 990 availability to public Part VI line 18

“Returns are available for public view”

Governing documents etc available to public Part VI line 19

“Documents are available upon request throughout the year”

Filing and Contact Details

Filer

Filer Name
Phoenix Place Inc
EIN
32-0133010
Address
4 CECELIA, AMELIA, OH 45102
Doing Business As
Hope Community Center

Signing Officer

Name
Amy Foley
Title
President
Phone
5137526170
Signed
2021-09-24
Discuss with paid preparer
No

Organization Details

Formed
1997
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Donohoo Accounting Services Inc
Address
1095 NIMITZVIEW DRIVE STE 103, CINCINNATI, OH 45230
Preparer
Mary E Costa Scott
Phone
5135283982
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Other expense other expesnses”

Raw XML Appendix364 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/ExplanationTxt2ALL BOARD MEMBERS WILL RECEIVE A COPY OF THIS RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION HAS WRITTEN CONFLICT OF INTEREST POLICY...BOARD MAKES SURE THE ORGANIZATION FOLLOWS THE POLICY
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0573830
IRS990/TotalAssetsEOYAmt0589415
IRS990/TotalAssetsGrp/BOYAmt0573830
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IRS990/TotalContributionsAmt0333298
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0234344
IRS990/TotalFunctionalExpensesGrp/TotalAmt0310555
IRS990/TotalGrossUBIAmt00
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0234344
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0PHOENIXPLACE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY FOLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05137526170
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOENIX PLACE INC
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0320133010
ReturnHeader/Filer/USAddress/AddressLine1Txt04 CECELIA
ReturnHeader/Filer/USAddress/CityNm0AMELIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045102
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311557661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DONOHOO ACCOUNTING SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01095 NIMITZVIEW DRIVE STE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045230
ReturnHeader/PreparerPersonGrp/PhoneNum05135283982
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary E Costa Scott
ReturnHeader/ReturnTs02021-09-27T16:12:08-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FOLEY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$589,415
Liabilities
$1,416
Net assets
$587,999
Revenue
$333,298
Expenses
$310,555
Net income
$22,743
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.17$0.25$4.93$0.78$1.26$0.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.46$0.03$6.43$4.05$3.51$0.54
2021Detailed filing. Detailed filing data is available for this year.$5.89$0.01$5.88$3.33$3.11$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.62$0.00$5.61$2.27$1.89$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.22$0.00$5.22$1.80$1.80$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.38$0.00$5.38$2.10$1.65$0.45
2016Detailed filing. Detailed filing data is available for this year.$4.94$0.01$4.93$1.15$1.25$0.10
2015Detailed filing. Detailed filing data is available for this year.$5.33$0.01$5.33$1.08$0.88$0.20