Civic Intelligence

Phoenix Institute Inc

990 • Fiscal year 2020 • EIN 35-2010025

Jan 01, 2020 to Sep 30, 2020 • Filed on Mar 24, 2021

Organization ProfileN/A
13113 Drayton PkwyFort Wayne, IN 46845

(260) 739-7904

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

6th percentile

-67%

Higher net margin than 6% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

97th percentile

$257,622

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 35.9% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-55%

Faster revenue growth than 8% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $488,747 (-100%) from 2019

Net Assets

Down

$0

Down $477,216 (-100%) from 2019

Liabilities

Down

$0

Down $11,531 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin6th percentile

Revenue

Down

$717,563

Down $866,847 (-55%) from 2019

Expenses

Down

$1,194,779

Down $468,744 (-28%) from 2019

Net Income

Down

-$477,216

Down $398,103 (-503%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth1st 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

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth8th 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

2020

Revenue$717,563
Expenses$1,194,779
Net Income-$477,216
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Sep 30, 2020
Signed
Mar 24, 2021
Return Version
2020v4.0
Gross Receipts
$719,224
Mission and Program Overview

Mission

To provide foster care service

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$477,216--
Cash and Non-Interest-Bearing Accounts$295,897--
Savings and Temporary Cash Investments$190,913--
Land, Buildings, and Equipment, Net$1,937--
Total Assets$488,747$0▼ $488,747
Liabilities
Accounts Payable and Accrued Expenses$7,177--
Other Liabilities$4,354--
Total Liabilities$11,531$0▼ $11,531
Net Assets / Fund Balance
Total Net Assets Fund Balance$477,216$0▼ $477,216
Total Liabilities and Net Assets / Fund Balance$488,747$0▼ $488,747
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sue PuffExecutive DiFT$257,622-$257,622
Sue PuffExecutive Director-$118,622$139,000$257,622
Jerry CoxDirector of OperFT$152,385-$152,385
Jerry CoxDirector of Operations-$70,385$82,000$152,385

Board Members and Trustees

NameTitle
Rick GrearyPresident
Jj FosterDirector
Todd HunnicuttDirector
Rhea GlidewellSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$42
Program Service Revenue
$718,409
Investment Income
$-1,332
Other Revenue
$444
All Other Contributions
$42
Change in Net Assets
$-477,216
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$643,648
Other Expenses$551,131
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$73,801$336,206-$410,007
Other Salaries and Wages$171,385--$171,385
Other Expenses$20,322$20,322-$40,644
Payroll Taxes$16,298$22,350-$38,648
All Other Expenses$18,563$7,861-$26,424
Other Employee Benefits$11,804$11,804-$23,608
Insurance-$18,125-$18,125
Occupancy-$16,500-$16,500
Fees for Services Accounting-$3,920-$3,920
Travel$2,031--$2,031
Depreciation Depletion$276--$276
Conferences and Meetings$50--$50
Advertising$15$16-$31
Total Functional Expenses$674,882$519,897$0$1,194,779
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
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 35% controlled entity
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
13113 DRAYTON PKWY, FORT WAYNE, IN 46845

Signing Officer

Name
Sue Puff
Title
Executive Director
Phone
2607397904
Signed
2021-03-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sue Puff
Formed
1996
Legal Domicile
In
Voting Board Members
4
Independent Board Members
4
Employees
11

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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUE PUFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02607397904
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOENIX INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0352010025
ReturnHeader/Filer/PhoneNum02607397904
ReturnHeader/Filer/USAddress/AddressLine1Txt013113 DRAYTON PKWY
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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/PreparationDt02021-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL L BRAUN EA
ReturnHeader/ReturnTs02021-03-25T07:40:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUE
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$717,563
Expenses
$1,194,779
Net income
-$477,216
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