Civic Intelligence

Phoenix Institute Inc

990 • Fiscal year 2016 • EIN 35-2010025

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 21, 2017

Organization ProfileN/A
2314 Lake Avenue Rm/Ste 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

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

18th percentile

0.01x

Higher debt load relative to revenue than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

64th percentile

7.3%

Higher net margin than 64% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

81st percentile

$135,576

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

91st percentile

47%

Faster asset growth than 91% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

38%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$341,675

Up $109,116 (+47%) from 2015

Net Assets

Up

$333,318

Up $104,552 (+46%) from 2015

Liabilities

Up

$8,357

Up $4,564 (+120%) from 2015

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin64th percentile

Revenue

Up

$1,430,116

Up $394,367 (+38%) from 2015

Expenses

Up

$1,325,564

Up $335,923 (+34%) from 2015

Net Income

Up

$104,552

Up $58,444 (+127%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2016

Assets$341,675
Liabilities$8,357
Net Assets$333,318
Open 2016 Filing

Operations Trend

Revenue Growth86th 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

2016

Revenue$1,430,116
Expenses$1,325,564
Net Income$104,552
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 21, 2017
Return Version
2016v3.0
Gross Receipts
$1,430,116
Mission and Program Overview

Mission

To provide foster care service

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$228,766$333,318▲ $104,552
Cash and Non-Interest-Bearing Accounts$144,230$202,254▲ $58,024
Savings and Temporary Cash Investments$32,399$82,414▲ $50,015
Investments in Publicly Traded Securities$55,929$57,006▲ $1,077
Land, Buildings, and Equipment, Net$1$1→ $0
Total Assets$232,559$341,675▲ $109,116
Liabilities
Accounts Payable and Accrued Expenses$2,495$7,120▲ $4,625
Other Liabilities$1,298$1,237▼ $61
Total Liabilities$3,793$8,357▲ $4,564
Net Assets / Fund Balance
Total Net Assets Fund Balance$228,766$333,318▲ $104,552
Total Liabilities and Net Assets / Fund Balance$232,559$341,675▲ $109,116

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1$6,427$6,428
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sue PuffCEO-$135,576$135,576
Jerry CoxDirector of OperFT$72,415$72,415

Board Members and Trustees

NameTitle
Rick GrearyPresident
Jj FosterDirector
Rhea GlidewellSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$4,724
Program Service Revenue
$1,424,212
Investment Income
$1,180
Other Revenue
$0
All Other Contributions
$4,724
Change in Net Assets
$104,552
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$839,299
Salaries, Compensation, and Employee Benefits$486,265
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$218,897--$218,897
Current Officers, Directors, Trustees, and Key Employees$37,431$170,520-$207,951
All Other Expenses$33,297$17,744-$51,041
Payroll Taxes$17,857$15,360-$33,217
Other Employee Benefits$13,100$13,100-$26,200
Other Expenses$6,749$7,200-$13,949
Occupancy-$8,566-$8,566
Travel$7,136--$7,136
Advertising$2,396$2,396-$4,792
Conferences and Meetings$4,250--$4,250
Fees for Services Accounting-$1,538-$1,538
Total Functional Expenses$1,050,907$274,657$0$1,325,564
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$1,237
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.”

Form 990, Part VII

“No other director, employee or subcontractor received an amount over 100,000 during the year other than as noted in vii.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Sue Puff
Title
CEO
Phone
2607397904
Signed
2017-02-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sue Puff
Formed
1996
Legal Domicile
In
Voting Board Members
3
Independent Board Members
3
Employees
8

Preparer

Firm
David Culp & Co Llp
Address
7327 W JEFFERSON BLVD, FT WAYNE, IN 46804
Preparer
Kevin G Wenger
Phone
2604327033
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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.
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/ExplanationTxt5NO OTHER DIRECTOR, EMPLOYEE OR SUBCONTRACTOR RECEIVED AN AMOUNT OVER 100,000 DURING THE YEAR OTHER THAN AS NOTED IN VII.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0232559
IRS990/TotalAssetsEOYAmt0341675
IRS990/TotalAssetsGrp/BOYAmt0232559
IRS990/TotalAssetsGrp/EOYAmt0341675
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04724
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0274657
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01050907
IRS990/TotalFunctionalExpensesGrp/TotalAmt01325564
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03793
IRS990/TotalLiabilitiesEOYAmt08357
IRS990/TotalLiabilitiesGrp/BOYAmt03793
IRS990/TotalLiabilitiesGrp/EOYAmt08357
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0228766
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0333318
IRS990/TotalProgramServiceExpensesAmt01050907
IRS990/TotalProgramServiceRevenueAmt01424212
IRS990/TotalReportableCompFromOrgAmt0207991
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01425392
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01430116
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0232559
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0341675
IRS990/TravelGrp/ProgramServicesAmt07136
IRS990/TravelGrp/TotalAmt07136
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09526 FIRESIDE COURT
IRS990/USAddress/CityNm0FORT WAYNE
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046804
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUE PUFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02607397904
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOENIX INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0352010025
ReturnHeader/Filer/PhoneNum02607397904
ReturnHeader/Filer/USAddress/AddressLine1Txt02314 LAKE AVENUE RM/STE D
ReturnHeader/Filer/USAddress/CityNm0FORT WAYNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046805
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId042798DD40940CC286F7C61D8449082C7FBF98F22
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId042798DD40940CC286F7C61D8449082C7FBF98F22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351350297
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID CULP & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07327 W JEFFERSON BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FT WAYNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046804
ReturnHeader/PreparerPersonGrp/PhoneNum02604327033
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN G WENGER
ReturnHeader/ReturnTs02017-02-23T16:32:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$341,675
Liabilities
$8,357
Net assets
$333,318
Revenue
$1,430,116
Expenses
$1,325,564
Net income
$104,552
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
Peer Organizations

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