Civic Intelligence

Phoenix Institute Inc

990 • Fiscal year 2014 • EIN 35-2010025

Jan 01, 2014 to Dec 31, 2014 • Filed on Feb 25, 2015

Organization ProfileN/A
2314 Lake AvenueRoom/Suite DFort Wayne, IN 46805

(260) 739-7904

Siviq Scores

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

Liabilities / Assets

41st percentile

0.02x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

61st percentile

7.3%

Higher net margin than 61% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

92nd percentile

$125,343

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

90th percentile

52%

Faster asset growth than 90% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$186,171

Up $63,788 (+52%) from 2013

Net Assets

Up

$182,658

Up $67,797 (+59%) from 2013

Liabilities

Down

$3,513

Down $4,009 (-53%) from 2013

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin61st percentile

Revenue

Up

$934,370

Up $201,058 (+27%) from 2013

Expenses

Up

$866,573

Up $123,812 (+17%) from 2013

Net Income

Up

$67,797

Up $77,246 (+818%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2014

Assets$186,171
Liabilities$3,513
Net Assets$182,658
Open 2014 Filing

Operations Trend

Revenue Growth77th percentile

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

2014

Revenue$934,370
Expenses$866,573
Net Income$67,797
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Feb 25, 2015
Return Version
2014v5.0
Gross Receipts
$934,370
Mission and Program Overview

Mission

To provide foster care service

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$114,861$182,658▲ $67,797
Cash and Non-Interest-Bearing Accounts$32,879$96,896▲ $64,017
Investments in Publicly Traded Securities$56,665$56,535▼ $130
Savings and Temporary Cash Investments$32,225$32,390▲ $165
Land, Buildings, and Equipment, Net$614$350▼ $264
Total Assets$122,383$186,171▲ $63,788
Liabilities
Other Liabilities-$1,981-
Accounts Payable and Accrued Expenses$7,522$1,532▼ $5,990
Total Liabilities$7,522$3,513▼ $4,009
Net Assets / Fund Balance
Total Net Assets Fund Balance$114,861$182,658▲ $67,797
Total Liabilities and Net Assets / Fund Balance$122,383$186,171▲ $63,788

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$350$6,078$6,428
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sue PuffCEO-$125,343$125,343
Jerry CoxDirector of OperFT$54,250$54,250

Board Members and Trustees

NameTitle
Rick GrearyPresident
Jj FosterDirector
Rhea GlidewellSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$6,825
Program Service Revenue
$927,545
Investment Income
$0
Other Revenue
$0
All Other Contributions
$6,825
Change in Net Assets
$67,797
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$522,360
Salaries, Compensation, and Employee Benefits$344,213
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$31,336$148,257-$179,593
Other Salaries and Wages$130,187--$130,187
All Other Expenses$18,368$13,721-$32,089
Payroll Taxes$13,807$11,875-$25,682
Other Employee Benefits$4,376$4,375-$8,751
Other Expenses$3,623$3,865-$7,488
Occupancy-$5,400-$5,400
Travel$3,837--$3,837
Advertising$1,498$1,498-$2,996
Fees for Services Accounting-$1,590-$1,590
Conferences and Meetings$1,337--$1,337
Depreciation Depletion$264--$264
Total Functional Expenses$665,847$200,726$0$866,573
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Withheld$1,981
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, Page 6, Part VI, Line 11B

“The executive directro will review the form 990 prior to filing. The board will be contacted to discuss any unusual or unexpected items. The board will receive a copy of form 990”

Form 990, Page 6, Part VI, Line 12C

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

Form 990, Page 6, Part VI, Line 15A

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

Form 990, Page 6, Part VI, Line 15B

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

Form 990, Page 6, Part VI, Line 19

“Made available upon request.”

Filing and Contact Details

Filer

Filer Name
Phoenix Institute Inc
EIN
35-2010025
Phone
2607397904
Address
2314 LAKE AVENUE, ROOM/SUITE D, FORT WAYNE, IN 46805

Signing Officer

Name
Sue Puff
Title
Executive Director
Phone
2607397904
Signed
2015-02-25
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
David Culp & Co Llp
Address
7327 W JEFFERSON BLVD, FT WAYNE, IN 46804
Preparer
Daniel L Boyle CPA
Phone
2604327033
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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/ExplanationTxt0THE EXECUTIVE DIRECTRO WILL REVIEW THE FORM 990 PRIOR TO FILING. THE BOARD WILL BE CONTACTED TO DISCUSS ANY UNUSUAL OR UNEXPECTED ITEMS. THE BOARD WILL RECEIVE A COPY OF FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT EACH BOARD MEETING BOARD MEMBERS ARE ASKED TO REVEAL ANY CONFLICTS OF I NTEREST THAT MAY OCCUR DURING THEIR TERM ON THE BOARD.
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0665847
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ReturnHeader/BuildTS02016-03-07 17:11:31Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOENIX INSTITUTE INC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FT WAYNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
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ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL L BOYLE CPA
ReturnHeader/ReturnTs02015-03-01T18:01:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$186,171
Liabilities
$3,513
Net assets
$182,658
Revenue
$934,370
Expenses
$866,573
Net income
$67,797
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