Civic Intelligence

Phi Rho Sigma Foundation

990PF • Fiscal year 2023 • EIN 35-1974282

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 05, 2024

Organization Profile
16333 Valhalla DriveNoblesville, IN 46060

(317) 774-1960

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

6th percentile

-146%

Higher net margin than 6% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

60th percentile

$5,000

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

20th percentile

-7.3%

Faster asset growth than 20% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-51%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$587,392

Down $46,233 (-7.3%) from 2022

Net Assets

Down

$587,392

Down $46,233 (-7.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin6th percentile

Revenue

Down

$31,697

Down $32,402 (-51%) from 2022

Expenses

Up

$77,930

Up $23,241 (+42%) from 2022

Net Income

Down

-$46,233

Down $55,643 (-591%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$800K$600K$400K$200K$0Assets 2015: $688,020Liabilities 2015: $0Net Assets 2015: $688,0202015Assets 2016: $721,637Liabilities 2016: $0Net Assets 2016: $721,6372016Assets 2017: $666,110Liabilities 2017: $0Net Assets 2017: $666,1102017Assets 2018: $715,332Liabilities 2018: $0Net Assets 2018: $715,3322018Assets 2019: $665,928Liabilities 2019: $0Net Assets 2019: $665,9282019Assets 2020: $655,187Liabilities 2020: $0Net Assets 2020: $655,1872020Assets 2021: $624,215Liabilities 2021: $0Net Assets 2021: $624,2152021Assets 2022: $633,625Liabilities 2022: $0Net Assets 2022: $633,6252022Assets 2023: $587,392Liabilities 2023: $0Net Assets 2023: $587,3922023Assets 2024: $578,398Liabilities 2024: $0Net Assets 2024: $578,3982024

Highlighted filing

2023

Assets$587,392
Liabilities$0
Net Assets$587,392
Open 2023 Filing

Operations Trend

Revenue Growth8th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2015: $52,338Expenses 2015: $63,785Net Income 2015: -$11,4472015Revenue 2016: $120,483Expenses 2016: $86,866Net Income 2016: $33,6172016Revenue 2017: $54,054Expenses 2017: $109,581Net Income 2017: -$55,5272017Revenue 2018: $131,394Expenses 2018: $82,172Net Income 2018: $49,2222018Revenue 2019: $78,479Expenses 2019: $127,883Net Income 2019: -$49,4042019Revenue 2020: $59,706Expenses 2020: $70,447Net Income 2020: -$10,7412020Revenue 2021: $29,389Expenses 2021: $60,361Net Income 2021: -$30,9722021Revenue 2022: $64,099Expenses 2022: $54,689Net Income 2022: $9,4102022Revenue 2023: $31,697Expenses 2023: $77,930Net Income 2023: -$46,2332023Revenue 2024: $51,244Expenses 2024: $60,238Net Income 2024: -$8,9942024

Highlighted filing

2023

Revenue$31,697
Expenses$77,930
Net Income-$46,233
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 5, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN D AYRESTrustee-$5,000-$5,000
MARTIN B WICETrustee-$0--
JAMES L JACKSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Phi Rho Sigma Foundation
EIN
35-1974282
Phone
3177741960
Address
16333 VALHALLA DRIVE, NOBLESVILLE, IN 46060

Signing Officer

Name
John D Ayres
Title
Trustee
Phone
3177741960
Signed
2024-11-05
Discuss with paid preparer
Yes

Preparer

Firm
L M Henderson & Company Llp
Address
450 E 96TH ST STE 200, INDIANAPOLIS, IN 46240-3797
Preparer
Gregory D Sigman
Phone
3175661000
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0633625
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0587392
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0633625
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0587392
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt059462
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01475724
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt023028
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt075608
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01512158
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01535186
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN D AYRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARTIN B WICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES L JACKSON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11 GLEN ABBEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24201 CAMPUS RIDGE DRIVE SUITE 2200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NOBLESVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ST LOUIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MIDLAND
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MI
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd248640
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt056500
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt056500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DR JOHN AYRES
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NOBLESVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd046060
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03177741960
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JOHN D AYRES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03177028888
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt016333 VALHALLA DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NOBLESVILLE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd046060
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0PHI RHO SIGMA MEDICAL SOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ETA CHAPTER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 90264
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19111 FARNHAM ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OMAHA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046290
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd168114
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt056500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt056500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt075356
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt013950
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013950
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt013950
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt056500
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013950
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04906
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0532
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE & SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt013736
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0532
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt113736
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt032
TaxesSchedule/TaxesDetail/Amt032
TaxesSchedule/TaxesDetail/CategoryTxt0BUSINESS ENTITY REPORT FEE
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN D AYRES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03177741960
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI RHO SIGMA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHIR
ReturnHeader/Filer/EIN0351974282
ReturnHeader/Filer/PhoneNum03177741960
ReturnHeader/Filer/USAddress/AddressLine1Txt016333 VALHALLA DRIVE
ReturnHeader/Filer/USAddress/CityNm0NOBLESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$587,392
Liabilities
$0
Net assets
$587,392
Revenue
$31,697
Expenses
$77,930
Net income
-$46,233
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$0.51$0.60$0.09
2023Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.32$0.78$0.46
2022Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.64$0.55$0.09
2021Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.29$0.60$0.31
2020Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.60$0.70$0.11
2019Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.78$1.28$0.49
2018Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$1.31$0.82$0.49
2017Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.54$1.10$0.56
2016Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$1.20$0.87$0.34
2015Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.52$0.64$0.11