Civic Intelligence

Phoenix Institute Inc

990 • Fiscal year 2018 • EIN 35-2010025

Jan 01, 2018 to Dec 31, 2018 • Filed on Jan 28, 2019

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

20th percentile

0.01x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

49th percentile

2.8%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$147,488

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

73rd percentile

10%

Faster asset growth than 73% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

71st percentile

16%

Faster revenue growth than 71% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$568,719

Up $53,866 (+10%) from 2017

Net Assets

Up

$556,329

Up $54,228 (+11%) from 2017

Liabilities

Down

$12,390

Down $362 (-2.8%) from 2017

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin49th percentile

Revenue

Up

$1,919,394

Up $271,055 (+16%) from 2017

Expenses

Up

$1,865,166

Up $385,610 (+26%) from 2017

Net Income

Down

$54,228

Down $114,555 (-68%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2018

Assets$568,719
Liabilities$12,390
Net Assets$556,329
Open 2018 Filing

Operations Trend

Revenue Growth71st 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

2018

Revenue$1,919,394
Expenses$1,865,166
Net Income$54,228
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jan 28, 2019
Return Version
2018v3.1
Gross Receipts
$1,919,394
Mission and Program Overview

Mission

To provide foster care service

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$502,101$556,329▲ $54,228
Cash and Non-Interest-Bearing Accounts$320,099$373,616▲ $53,517
Savings and Temporary Cash Investments$190,957$191,226▲ $269
Land, Buildings, and Equipment, Net$3,797$2,712▼ $1,085
Total Assets$514,853$568,719▲ $53,866
Other Assets Total-$1,165-
Liabilities
Accounts Payable and Accrued Expenses$10,240$9,306▼ $934
Other Liabilities$2,512$3,084▲ $572
Total Liabilities$12,752$12,390▼ $362
Net Assets / Fund Balance
Total Net Assets Fund Balance$502,101$556,329▲ $54,228
Total Liabilities and Net Assets / Fund Balance$514,853$568,719▲ $53,866

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,712$8,146$10,858
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sue PuffCEO-$147,488$147,488
Jerry CoxDirector of OperFT$91,771$91,771

Board Members and Trustees

NameTitle
Rick GrearyPresident
Jj FosterDirector
Rhea GlidewellSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$571
Program Service Revenue
$1,917,946
Investment Income
$420
Other Revenue
$457
All Other Contributions
$571
Change in Net Assets
$54,228
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,188,121
Salaries, Compensation, and Employee Benefits$677,045
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$346,795--$346,795
Current Officers, Directors, Trustees, and Key Employees$43,067$196,192-$239,259
All Other Expenses$41,448$16,738-$58,186
Payroll Taxes$26,775$23,030-$49,805
Other Employee Benefits$20,593$20,593-$41,186
Insurance-$28,572-$28,572
Other Expenses$9,284$9,284-$18,568
Occupancy-$13,857-$13,857
Travel$12,799--$12,799
Conferences and Meetings$7,088--$7,088
Advertising$1,443$1,443-$2,886
Fees for Services Accounting-$1,475-$1,475
Depreciation Depletion$1,085--$1,085
Total Functional Expenses$1,523,493$341,673$0$1,865,166
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$3,084
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 director 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 interest 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
2019-01-28
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
Daniel L Braun Ea
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 DIRECTOR 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 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/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/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0514853
IRS990/TotalAssetsEOYAmt0568719
IRS990/TotalAssetsGrp/BOYAmt0514853
IRS990/TotalAssetsGrp/EOYAmt0568719
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0571
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0341673
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01523493
IRS990/TotalFunctionalExpensesGrp/TotalAmt01865166
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012752
IRS990/TotalLiabilitiesEOYAmt012390
IRS990/TotalLiabilitiesGrp/BOYAmt012752
IRS990/TotalLiabilitiesGrp/EOYAmt012390
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0502101
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0556329
IRS990/TotalProgramServiceExpensesAmt01523493
IRS990/TotalProgramServiceRevenueAmt01917946
IRS990/TotalReportableCompFromOrgAmt0239259
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01918823
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01919394
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0514853
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0568719
IRS990/TravelGrp/ProgramServicesAmt012799
IRS990/TravelGrp/TotalAmt012799
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUE PUFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02607397904
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-28
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/IPDt02019-02-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:14:35
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/PreparationDt02019-02-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL L BRAUN EA
ReturnHeader/ReturnTs02019-02-01T15:14:35-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$568,719
Liabilities
$12,390
Net assets
$556,329
Revenue
$1,919,394
Expenses
$1,865,166
Net income
$54,228
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