Civic Intelligence

Phoenix Place Inc.

990 • Fiscal year 2022 • EIN 32-0133010

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 15, 2022

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

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

62nd percentile

13%

Higher net margin than 62% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

64th percentile

9.6%

Faster asset growth than 64% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

64th percentile

22%

Faster revenue growth than 64% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$646,103

Up $56,688 (+9.6%) from 2021

Net Assets

Up

$643,167

Up $55,168 (+9.4%) from 2021

Liabilities

Up

$2,936

Up $1,520 (+107%) from 2021

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin62nd percentile

Revenue

Up

$405,168

Up $71,870 (+22%) from 2021

Expenses

Up

$351,315

Up $40,760 (+13%) from 2021

Net Income

Up

$53,853

Up $31,110 (+137%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2022

Assets$646,103
Liabilities$2,936
Net Assets$643,167
Open 2022 Filing

Operations Trend

Revenue Growth64th 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

2022

Revenue$405,168
Expenses$351,315
Net Income$53,853
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 15, 2022
Return Version
2021v4.2
Gross Receipts
$405,168
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$100,030$125,030▲ $25,000
Cash and Non-Interest-Bearing Accounts$24,632$56,320▲ $31,688
Total Assets$589,415$646,103▲ $56,688
Other Assets Total$1,000$1,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,416$2,936▲ $1,520
Total Liabilities$1,416$2,936▲ $1,520
Net Assets / Fund Balance
Net Assets With Donor Restrictions$587,999$643,167▲ $55,168
Total Net Assets Fund Balance$587,999$643,167▲ $55,168
Total Liabilities and Net Assets / Fund Balance$589,415$646,103▲ $56,688

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$463,753--
Other Assets Org$1,000--
Compensation and Service Providers
Top Officer Pay53rd 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
$405,168
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$79,427
Change in Net Assets
$53,853
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$88,422
Salaries, Compensation, and Employee Benefits$45,247
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$217,646--$217,646
Other Salaries and Wages-$45,247-$45,247
Office Expenses-$13,717-$13,717
Fees for Services Accounting-$13,000-$13,000
All Other Expenses$8,928--$8,928
Other Expenses$7,830--$7,830
Insurance$3,652--$3,652
Occupancy$2,191--$2,191
Advertising-$1,856-$1,856
Conferences and Meetings$125--$125
Total Functional Expenses$277,495$73,820$0$351,315
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
2022-10-15
Discuss with paid preparer
Yes

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 Appendix363 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/ExplanationTxt0TRUSTEES HAVE THE ABILITY TO ELECT NEW MEMBERS TO THE BOARD
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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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other fees for services expenses Part IX line 11g
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0589415
IRS990/TotalAssetsEOYAmt0646103
IRS990/TotalAssetsGrp/BOYAmt0589415
IRS990/TotalAssetsGrp/EOYAmt0646103
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0405168
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt073820
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0277495
IRS990/TotalFunctionalExpensesGrp/TotalAmt0351315
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01416
IRS990/TotalLiabilitiesEOYAmt02936
IRS990/TotalLiabilitiesGrp/BOYAmt01416
IRS990/TotalLiabilitiesGrp/EOYAmt02936
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0587999
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0643167
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0277495
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0405168
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0589415
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0646103
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0PHOENIXPLACE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY FOLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05137526170
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-15
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/PreparationDt02022-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary E Costa Scott
ReturnHeader/ReturnTs02022-10-26T11:53:39-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FOLEY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$646,103
Liabilities
$2,936
Net assets
$643,167
Revenue
$405,168
Expenses
$351,315
Net income
$53,853
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
2022Detailed filing. Detailed filing data is available for this year.$6.46$0.03$6.43$4.05$3.51$0.54
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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