Civic Intelligence

Phoenix Institute Inc

990 • Fiscal year 2013 • EIN 35-2010025

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 10, 2014

Organization ProfileN/A
2314 Lake Avenue46805

(260) 739-7904

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.06x

Higher debt load relative to assets than 52% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

35th percentile

0.01x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

36th percentile

-1.3%

Higher net margin than 36% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

93rd percentile

$124,543

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

5th percentile

-32%

Faster asset growth than 5% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 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 / Assets52nd percentile

Assets

Down

$122,383

Down $141,871 (-54%) from 2011

Net Assets

Down

$114,861

Down $147,020 (-56%) from 2011

Liabilities

Up

$7,522

Up $5,149 (+217%) from 2011

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin36th percentile

Revenue

$733,312

No earlier filing loaded for comparison.

Expenses

Up

$742,761

Up $21,610 (+3.0%) from 2011

Net Income

-$9,449

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$600K$400K$200K$0Assets 2010: $351,205Liabilities 2010: $775Net Assets 2010: $350,4302010Assets 2011: $264,254Liabilities 2011: $2,373Net Assets 2011: $261,8812011Assets 2013: $122,383Liabilities 2013: $7,522Net Assets 2013: $114,8612013Assets 2014: $186,171Liabilities 2014: $3,513Net Assets 2014: $182,6582014Assets 2015: $232,559Liabilities 2015: $3,793Net Assets 2015: $228,7662015Assets 2016: $341,675Liabilities 2016: $8,357Net Assets 2016: $333,3182016Assets 2017: $514,853Liabilities 2017: $12,752Net Assets 2017: $502,1012017Assets 2018: $568,719Liabilities 2018: $12,390Net Assets 2018: $556,3292018Assets 2019: $488,747Liabilities 2019: $11,531Net Assets 2019: $477,2162019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2013

Assets$122,383
Liabilities$7,522
Net Assets$114,861
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $742,6702010Expenses 2011: $721,1512011Revenue 2013: $733,312Expenses 2013: $742,761Net Income 2013: -$9,4492013Revenue 2014: $934,370Expenses 2014: $866,573Net Income 2014: $67,7972014Revenue 2015: $1,035,749Expenses 2015: $989,641Net Income 2015: $46,1082015Revenue 2016: $1,430,116Expenses 2016: $1,325,564Net Income 2016: $104,5522016Revenue 2017: $1,648,339Expenses 2017: $1,479,556Net Income 2017: $168,7832017Revenue 2018: $1,919,394Expenses 2018: $1,865,166Net Income 2018: $54,2282018Revenue 2019: $1,584,410Expenses 2019: $1,663,523Net Income 2019: -$79,1132019Revenue 2020: $717,563Expenses 2020: $1,194,779Net Income 2020: -$477,2162020

Highlighted filing

2013

Revenue$733,312
Expenses$742,761
Net Income-$9,449
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 10, 2014
Return Version
2013v3.1
Gross Receipts
$733,312
Mission and Program Overview

Mission

To provide foster care service

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$124,310$114,861▼ $9,449
Investments Other Securities-$56,665-
Cash and Non-Interest-Bearing Accounts$93,139$32,879▼ $60,260
Savings and Temporary Cash Investments$34,641$32,225▼ $2,416
Land, Buildings, and Equipment, Net$941$614▼ $327
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$128,721$122,383▼ $6,338
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$4,411$7,522▲ $3,111
Total Liabilities$4,411$7,522▲ $3,111
Net Assets / Fund Balance
Total Net Assets Fund Balance$124,310$114,861▼ $9,449
Total Liabilities and Net Assets / Fund Balance$128,721$122,383▼ $6,338

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$614$5,814$6,428
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sue PuffCEOFT$124,543$124,543

Board Members and Trustees

NameTitle
Earl ReberPresident
JJ FosterDirector
Rick GrearyDirector
Rhea GlidewellSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$10,370
Program Service Revenue
$722,642
Investment Income
$300
Other Revenue
$0
All Other Contributions
$10,370
Change in Net Assets
$-9,449
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$419,666
Salaries, Compensation, and Employee Benefits$323,095
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$120,476$42,000-$162,476
Current Officers, Directors, Trustees, and Key Employees$31,136$93,407-$124,543
Payroll Taxes$12,248$10,862-$23,110
All Other Expenses$14,430$5,248-$19,678
Other Employee Benefits$6,804$6,162-$12,966
Other Expenses$4,560$5,726-$5,726
Occupancy-$5,400-$5,400
Fees for Services Accounting-$3,190-$3,190
Advertising$1,270$1,270-$2,540
Travel$2,298--$2,298
Conferences and Meetings$1,076--$1,076
Depreciation Depletion-$327-$327
Total Functional Expenses$556,012$186,749$0$742,761
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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, Line 11B: Form 990 Review Process

“The Form 990 is made available to all of the governing board before the filing takes place.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“At each board meeting board members are asked to reveal any conflicts of interest that may occur during their term on the board.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“All compensation is reviewed and approved by the board of directors.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“All compensation is reviewed and approved by the board of directors.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Made available upon request.”

Filing and Contact Details

Filer

EIN
35-2010025
Phone
2607397904

Signing Officer

Name
Sue Puff
Title
CEO
Signed
2014-02-10
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
In
Voting Board Members
4
Independent Board Members
4
Employees
7

Preparer

Preparer
Daniel L Boyle CPA
Phone
2604327033
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03353198
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0300
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02429
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0608
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04271
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01477
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09085
IRS990ScheduleA/InvestmentIncomeCYPct00.00270
IRS990ScheduleA/InvestmentIncomePYPct00.00380
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY509Pct00.99730
IRS990ScheduleA/PublicSupportPY509Pct00.99620
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0630216
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0727040
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0817671
IRS990ScheduleA/Total509Grp/TotalAmt03376926
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0471416
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0630824
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0731311
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0819148
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03386011
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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0614
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05814
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06428
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0614
IRS990ScheduleD/TotalBookValueSecuritiesAmt056665
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is made available to all of the governing board before the filing takes place.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1At each board meeting board members are asked to reveal any conflicts of interest that may occur during their term on the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0742761
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt07522
IRS990/TotalLiabilitiesGrp/BOYAmt04411
IRS990/TotalLiabilitiesGrp/EOYAmt07522
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0124310
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0114861
IRS990/TotalProgramServiceExpensesAmt0556012
IRS990/TotalProgramServiceRevenueAmt0722642
IRS990/TotalReportableCompFromOrgAmt0124543
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0733312
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0122383
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt02298
IRS990/TravelGrp/TotalAmt02298
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUE PUFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10PHOENIX INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0352010025
ReturnHeader/Filer/PhoneNum02607397904
ReturnHeader/Filer/USAddress/AddressLine102314 LAKE AVENUE
ReturnHeader/Filer/USAddress/City0FORT WAYNE
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode046805
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10David Culp & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine107327 W Jefferson Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Fort Wayne

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$122,383
Liabilities
$7,522
Net assets
$114,861
Revenue
$733,312
Expenses
$742,761
Net income
-$9,449
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.72$1.19$0.48
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.01$0.48$1.58$1.66$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.57$0.01$0.56$1.92$1.87$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.51$0.01$0.50$1.65$1.48$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.01$0.33$1.43$1.33$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$1.04$0.99$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.18$0.93$0.87$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.12$0.01$0.11$0.73$0.74$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$0.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.00$0.35$0.74