Civic Intelligence

Wilson W Phelps Foundation

990PF • Fiscal year 2012 • EIN 33-0743687

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 07, 2013

Organization Profile
PO Box 1012792838
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

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

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets19th percentile

Assets

$5,542,168

No earlier filing loaded for comparison.

Net Assets

$5,542,168

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$402,443

No earlier filing loaded for comparison.

Net Income

-

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.

$6.0M$4.0M$2.0M$0Assets 2012: $5,542,168Liabilities 2012: $0Net Assets 2012: $5,542,1682012Assets 2013: $5,497,773Liabilities 2013: $0Net Assets 2013: $5,497,7732013Assets 2014: $5,460,247Liabilities 2014: $0Net Assets 2014: $5,460,2472014Assets 2015: $5,525,054Liabilities 2015: $0Net Assets 2015: $5,525,0542015Assets 2016: $5,422,436Liabilities 2016: $0Net Assets 2016: $5,422,4362016Assets 2017: $5,336,818Liabilities 2017: $0Net Assets 2017: $5,336,8182017Assets 2018: $5,155,137Liabilities 2018: $0Net Assets 2018: $5,155,1372018Assets 2019: $4,912,560Liabilities 2019: $0Net Assets 2019: $4,912,5602019Assets 2020: $4,595,165Liabilities 2020: $0Net Assets 2020: $4,595,1652020Assets 2021: $5,049,367Liabilities 2021: $0Net Assets 2021: $5,049,3672021Assets 2022: $5,052,876Liabilities 2022: $0Net Assets 2022: $5,052,8762022Assets 2023: $5,044,652Liabilities 2023: $0Net Assets 2023: $5,044,6522023Assets 2024: $5,145,353Liabilities 2024: $0Net Assets 2024: $5,145,3532024

Highlighted filing

2012

Assets$5,542,168
Liabilities$0
Net Assets$5,542,168
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2012: $402,4432012Revenue 2013: $372,967Expenses 2013: $417,362Net Income 2013: -$44,3952013Revenue 2014: $398,052Expenses 2014: $435,578Net Income 2014: -$37,5262014Revenue 2015: $498,867Expenses 2015: $434,060Net Income 2015: $64,8072015Revenue 2016: $337,855Expenses 2016: $440,473Net Income 2016: -$102,6182016Revenue 2017: $335,412Expenses 2017: $421,030Net Income 2017: -$85,6182017Revenue 2018: $311,856Expenses 2018: $493,537Net Income 2018: -$181,6812018Revenue 2019: $224,036Expenses 2019: $466,613Net Income 2019: -$242,5772019Revenue 2020: $224,688Expenses 2020: $542,083Net Income 2020: -$317,3952020Revenue 2021: $931,884Expenses 2021: $477,682Net Income 2021: $454,2022021Revenue 2022: $630,449Expenses 2022: $626,940Net Income 2022: $3,5092022Revenue 2023: $596,391Expenses 2023: $604,615Net Income 2023: -$8,2242023Revenue 2024: $721,318Expenses 2024: $620,617Net Income 2024: $100,7012024

Highlighted filing

2012

Revenue-
Expenses$402,443
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 7, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sheryl Phelps-FisherDirector-$0--
James F Atkinson IIIDirector-$0--
Marlene McGlenseyDirector-$0--
Carol B PhelpsSecretary-$0--
Louise ShamblenVice President-$0--
James S PhelpsTreasurer-$0--
John W PhelpsPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-IMAC graphic computers and learning labsN/AFullerton, CA, US$116,169
Paid Grant-Projectors, IPods,carts, sets of ActiveExpression and miscellaneous suppliesN/AFullerton, CA, US$64,599
Paid Grant-Environmental Impact report for new conference centerPublicFullerton, CA, US$25,000
Paid Grant-Renovation of poolN/AFullerton, CA, US$25,000
Paid Grant-Seed money for match programPublicFullerton, CA, US$20,000
Paid Grant-Ipads for staff & miscellaneous equipmentN/AFullerton, CA, US$20,000
Paid Grant-Two scholarships for foster youthN/AFullerton, CA, US$16,000
Paid Grant-Liability insurance, electricity, water, sanitation & security for 2012 eventN/AFullerton, CA, US$15,000
Paid Grant-Vision exams, frames and bifocal lenses for 75 peopleN/AFullerton, CA, US$12,525
Paid Grant-Jerseys, medals, photos, scholarships, T-Shirts for 250 new participantsN/AFullerton, CA, US$10,514
Paid Grant-Laptops, desks, printers and other equipmentN/AFullerton, CA, US$10,310
Paid Grant-Meal subsidies for low income individualsN/AFullerton, CA, US$10,000
Paid Grant-Dental equipment for clinicN/AFullerton, CA, US$7,000
Paid Grant-Local College Scholarships for WomenN/AFullerton, CA, US$7,000
Paid Grant-Clothing for needy people in communityN/AFullerton, CA, US$5,000
Paid Grant-Light booms and lighting instrumentsN/AFullerton, CA, US$5,000
Paid Grant-5 Trumpets, clarinets & flutesPublicFullerton, CA, US$5,000
Paid Grant-Local college scholarships for womenN/ABrea, CA, US$5,000
Paid Grant-Materials & rental instruments for high school bandsN/AFullerton, CA, US$5,000
Paid Grant-Scholarships for seven middle school girls to attend AAUW math & science campN/AFullerton, CA, US$4,500
Paid Grant-Supplies for Operation New StartN/AFullerton, CA, US$3,000
Paid Grant-Transportation for 3rd graders to attend Fullerton MuseumN/AFullerton, CA, US$1,000
Paid Grant-Miscellaneous expenses to support S.E.R.V.E tutoring programN/AFullerton, CA, US$1,000
Filing and Contact Details

Filer

EIN
33-0743687
Raw XML AppendixShowing 400 of 649 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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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition41.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition52.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition62.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Sheryl Phelps-Fisher
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1James F Atkinson III
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Marlene McGlensey
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Carol B Phelps
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4Louise Shamblen
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5James S Phelps
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6John W Phelps
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4Vice President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title6President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1010590 Costello Dr
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine114738 E Rancho Dr
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine121311 N Raymond
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13Box 891
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14870 Morningside Drive G-408
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine153153 Scholarship
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine16PO Box 10127
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Tustin Ranch
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Phoenix
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Fullerton
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3Mountain Ranch
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4Fullerton
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City5Irvine
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City6Fullerton
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1AZ
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State5CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State6CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode092782
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode185018
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode292831
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode492835
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode6928386127
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.05790
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.04347
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.06305
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20292696
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30367103
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40443007
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50380552
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.27520
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0392358
IRS990PF/QualifyingDistributions/ExpensesAndContributions0394271
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm01913
IRS990PF/QualifyingDistributions/QualifyingDistributions0394271
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Letwak & Bennett
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09495822100
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1026400 La Alameda 200
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Mission Viejo
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode092691
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0James S Phelps
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount115000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount27000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount45000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount516000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount67000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount75000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount825000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount95000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1010514
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1120000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1210000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount134500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1412525
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1564599

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,542,168
Liabilities
$0
Net assets
$5,542,168
Revenue
-
Expenses
$402,443
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.72$0.62$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.60$0.60$0.01
2022Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.63$0.63$0.00
2021Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.93$0.48$0.45
2020Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.22$0.54$0.32
2019Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.22$0.47$0.24
2018Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.31$0.49$0.18
2017Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.34$0.42$0.09
2016Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.34$0.44$0.10
2015Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.50$0.43$0.06
2014Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.40$0.44$0.04
2013Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.37$0.42$0.04
2012Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.40