Civic Intelligence

Phoenix Institute Inc

990 • Fiscal year 2017 • EIN 35-2010025

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 12, 2018

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

33rd percentile

0.02x

Higher debt load relative to assets than 33% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

20th percentile

0.01x

Higher debt load relative to revenue than 20% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

66th percentile

10%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$141,757

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

91st percentile

51%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$514,853

Up $173,178 (+51%) from 2016

Net Assets

Up

$502,101

Up $168,783 (+51%) from 2016

Liabilities

Up

$12,752

Up $4,395 (+53%) from 2016

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin66th percentile

Revenue

Up

$1,648,339

Up $218,223 (+15%) from 2016

Expenses

Up

$1,479,556

Up $153,992 (+12%) from 2016

Net Income

Up

$168,783

Up $64,231 (+61%) from 2016

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

2017

Assets$514,853
Liabilities$12,752
Net Assets$502,101
Open 2017 Filing

Operations Trend

Revenue Growth68th 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

2017

Revenue$1,648,339
Expenses$1,479,556
Net Income$168,783
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 12, 2018
Return Version
2017v2.2
Gross Receipts
$1,648,339
Mission and Program Overview

Mission

To provide foster care service

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$333,318$502,101▲ $168,783
Cash and Non-Interest-Bearing Accounts$202,254$320,099▲ $117,845
Savings and Temporary Cash Investments$82,414$190,957▲ $108,543
Investments in Publicly Traded Securities$57,006--
Land, Buildings, and Equipment, Net$1$3,797▲ $3,796
Total Assets$341,675$514,853▲ $173,178
Liabilities
Accounts Payable and Accrued Expenses$7,120$10,240▲ $3,120
Other Liabilities$1,237$2,512▲ $1,275
Total Liabilities$8,357$12,752▲ $4,395
Net Assets / Fund Balance
Total Net Assets Fund Balance$333,318$502,101▲ $168,783
Total Liabilities and Net Assets / Fund Balance$341,675$514,853▲ $173,178

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,797$7,061$10,858
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sue PuffCEO-$141,757$141,757
Jerry CoxDirector of OperFT$79,000$79,000

Board Members and Trustees

NameTitle
Rick GrearyPresident
Jj FosterDirector
Rhea GlidewellSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$4,514
Program Service Revenue
$1,642,167
Investment Income
$1,658
Other Revenue
$0
All Other Contributions
$4,514
Change in Net Assets
$168,783
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$947,486
Salaries, Compensation, and Employee Benefits$532,070
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$245,105--$245,105
Current Officers, Directors, Trustees, and Key Employees$39,736$181,021-$220,757
All Other Expenses$39,971$23,004-$62,975
Payroll Taxes$20,307$17,467-$37,774
Other Employee Benefits$14,217$14,217-$28,434
Other Expenses$11,258$7,249-$18,507
Occupancy-$10,476-$10,476
Travel$5,270--$5,270
Advertising$1,238$1,238-$2,476
Conferences and Meetings$2,399--$2,399
Fees for Services Accounting-$1,475-$1,475
Depreciation Depletion$633--$633
Total Functional Expenses$1,181,724$297,832$0$1,479,556
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$2,512
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
2018-02-12
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
12

Preparer

Firm
David Culp & Co Llp
Address
7321 W JEFFERSON BLVD, FT WAYNE, IN 46804
Preparer
Kevin G Wenger
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.
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/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0341675
IRS990/TotalAssetsEOYAmt0514853
IRS990/TotalAssetsGrp/BOYAmt0341675
IRS990/TotalAssetsGrp/EOYAmt0514853
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04514
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0297832
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01181724
IRS990/TotalFunctionalExpensesGrp/TotalAmt01479556
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08357
IRS990/TotalLiabilitiesEOYAmt012752
IRS990/TotalLiabilitiesGrp/BOYAmt08357
IRS990/TotalLiabilitiesGrp/EOYAmt012752
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0333318
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0502101
IRS990/TotalProgramServiceExpensesAmt01181724
IRS990/TotalProgramServiceRevenueAmt01642167
IRS990/TotalReportableCompFromOrgAmt0220757
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01643825
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01648339
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0341675
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0514853
IRS990/TravelGrp/ProgramServicesAmt05270
IRS990/TravelGrp/TotalAmt05270
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUE PUFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02607397904
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-12
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/AtSubmissionCreationDeviceId033E112260F8A9EB432081E84DA18D739A465F29B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId033E112260F8A9EB432081E84DA18D739A465F29B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.195.196.1
ReturnHeader/FilingSecurityInformation/IPDt02018-02-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:51:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351350297
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID CULP & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07321 W JEFFERSON BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FT WAYNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046804
ReturnHeader/PreparerPersonGrp/PhoneNum02604327033
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN G WENGER
ReturnHeader/ReturnTs02018-02-15T16:51:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$514,853
Liabilities
$12,752
Net assets
$502,101
Revenue
$1,648,339
Expenses
$1,479,556
Net income
$168,783
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