Civic Intelligence

The Phoenix Residence Inc

990 • Fiscal year 2020 • EIN 41-6170035

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 07, 2021

Organization ProfileN/A

View Organization Page

330 Marie Ave EastWest St Paul, MN 55118

(651) 227-7655

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.09x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.06x

Higher debt load relative to revenue than 17% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

63rd percentile

9.9%

Higher net margin than 63% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$308,276

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

74th percentile

20%

Faster asset growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

79th percentile

22%

Faster revenue growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$10,094,801

Up $1,650,974 (+20%) from 2019

Net Assets

Up

$9,231,102

Up $1,426,395 (+18%) from 2019

Liabilities

Up

$863,699

Up $224,579 (+35%) from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin63rd percentile

Revenue

Up

$14,346,916

Up $2,563,859 (+22%) from 2019

Expenses

Up

$12,920,521

Up $1,416,562 (+12%) from 2019

Net Income

Up

$1,426,395

Up $1,147,297 (+411%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $8,915,203Liabilities 2011: $3,774,480Net Assets 2011: $5,140,7232011Assets 2012: $8,731,644Liabilities 2012: $3,232,591Net Assets 2012: $5,499,0532012Assets 2013: $8,306,084Liabilities 2013: $2,646,982Net Assets 2013: $5,659,1022013Assets 2014: $8,611,617Liabilities 2014: $2,397,651Net Assets 2014: $6,213,9662014Assets 2015: $8,428,942Liabilities 2015: $1,509,738Net Assets 2015: $6,919,2042015Assets 2016: $8,198,527Liabilities 2016: $779,061Net Assets 2016: $7,419,4662016Assets 2017: $8,531,150Liabilities 2017: $973,883Net Assets 2017: $7,557,2672017Assets 2018: $8,629,881Liabilities 2018: $1,104,272Net Assets 2018: $7,525,6092018Assets 2019: $8,443,827Liabilities 2019: $639,120Net Assets 2019: $7,804,7072019Assets 2020: $10,094,801Liabilities 2020: $863,699Net Assets 2020: $9,231,1022020Assets 2021: $9,462,501Liabilities 2021: $874,168Net Assets 2021: $8,588,3332021Assets 2022: $10,079,825Liabilities 2022: $2,306,293Net Assets 2022: $7,773,5322022Assets 2023: $9,308,889Liabilities 2023: $2,005,786Net Assets 2023: $7,303,1032023Assets 2024: $9,621,258Liabilities 2024: $1,734,470Net Assets 2024: $7,886,7882024

Highlighted filing

2020

Assets$10,094,801
Liabilities$863,699
Net Assets$9,231,102
Open 2020 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $9,206,334Expenses 2011: $8,776,131Net Income 2011: $430,2032011Revenue 2012: $9,242,272Expenses 2012: $8,883,942Net Income 2012: $358,3302012Revenue 2013: $9,435,606Expenses 2013: $9,275,557Net Income 2013: $160,0492013Revenue 2014: $10,280,372Expenses 2014: $9,725,508Net Income 2014: $554,8642014Revenue 2015: $10,760,801Expenses 2015: $10,055,563Net Income 2015: $705,2382015Revenue 2016: $10,698,963Expenses 2016: $10,198,701Net Income 2016: $500,2622016Revenue 2017: $10,678,369Expenses 2017: $10,540,567Net Income 2017: $137,8022017Revenue 2018: $10,852,602Expenses 2018: $10,884,259Net Income 2018: -$31,6572018Revenue 2019: $11,783,057Expenses 2019: $11,503,959Net Income 2019: $279,0982019Revenue 2020: $14,346,916Expenses 2020: $12,920,521Net Income 2020: $1,426,3952020Revenue 2021: $12,129,691Expenses 2021: $12,772,460Net Income 2021: -$642,7692021Revenue 2022: $12,498,852Expenses 2022: $13,313,653Net Income 2022: -$814,8012022Revenue 2023: $12,268,724Expenses 2023: $12,739,154Net Income 2023: -$470,4302023Revenue 2024: $13,729,093Expenses 2024: $13,145,408Net Income 2024: $583,6852024

Highlighted filing

2020

Revenue$14,346,916
Expenses$12,920,521
Net Income$1,426,395
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 7, 2021
Return Version
2020v4.1
Gross Receipts
$14,367,774
Mission and Program Overview

Mission

The phoenix residence, inc. Is committed to developing person centered quality living experiences for persons with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,698,730$6,553,528▼ $145,202
Savings and Temporary Cash Investments$819,065$2,622,984▲ $1,803,919
Accounts Receivable$896,395$871,116▼ $25,279
Prepaid Expenses and Deferred Charges$20,450$25,636▲ $5,186
Cash and Non-Interest-Bearing Accounts$9,187$21,537▲ $12,350
Total Assets$8,443,827$10,094,801▲ $1,650,974
Liabilities
Accounts Payable and Accrued Expenses$633,750$795,481▲ $161,731
Other Liabilities$5,370$68,218▲ $62,848
Total Liabilities$639,120$863,699▲ $224,579
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,754,445$9,090,570▲ $1,336,125
Net Assets With Donor Restrictions$50,262$140,532▲ $90,270
Total Net Assets Fund Balance$7,804,707$9,231,102▲ $1,426,395
Total Liabilities and Net Assets / Fund Balance$8,443,827$10,094,801▲ $1,650,974

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,405,118$4,044,321$8,449,439
Land$1,481,247-$1,481,247
Equipment$267,619$1,178,952$1,446,571
Other Land Buildings$99,952$757,029$856,981
Leasehold Improvements$299,592$334,936$634,528
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Darlene ScottPresidentFT$280,938$27,338$308,276
Pam ConnollyVP of Financial ServicesFT$143,274$20,316$163,590
Mary ThirstenVP of OperationsPT$136,843$20,717$157,560

Board Members and Trustees

NameTitle
Garrett ColaoChairman
Jeffery PointsVice Chair
Richard J IvancemdVice Chair
Elizabeth JohnsonDirector
Eric SchultzDirector
James Woodard JrDirector
Julie NagorskiDirector
Kirsten GregersonDirector
Sandra BurrowesDirector
Jennifer BuchananSecretary
Jamie GrupeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,033,817
Program Service Revenue
$12,155,292
Investment Income
$14,359
Other Revenue
$143,448
All Other Contributions
$6,290
Change in Net Assets
$1,426,395

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,346,916
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$20,858
Total Revenue per Audited Statements
$14,367,774
Total Revenue per Form 990
$14,346,916
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,631,723
Other Expenses$3,288,798
Total Fundraising Expense$10,613
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,253,917$998,115$9,859$8,261,891
Other Employee Benefits$744,097$58,836-$802,933
All Other Expenses$555,284$33,758-$589,042
Payroll Taxes$496,853$69,292$754$566,899
Depreciation Depletion$431,484$73,568-$505,052
Other Expenses$286,475$27,626-$314,101
Fees for Services Accounting$143,291$65,074-$208,365
Insurance$96,012$4,851-$100,863
Occupancy$36,244$3,657-$39,901
Travel$28,611$2,339-$30,950
Office Expenses$13,024$16,950-$29,974
Total Functional Expenses$11,542,805$1,367,103$10,613$12,920,521

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$12,941,379
Expenses per Audited Statements$12,920,521
Total Expenses per Form 990$12,920,521
Expenses Not Reported on Form 990$20,858
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$53,031
Fundraising Direct Expenses$20,858
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$40,790$38,465$2,785$35,680
Made in the Shade Walk$6,390-$2,095-
Total Events$223,876$53,031$20,858$32,173
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Clients$68,218
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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, Part VI, Section B, Line 11B

“Finance director first reviews the 990 received from the accountant and then is given to the board chair for review and approval by the full board prior to mailing.”

Form 990, Part VI, Section B, Line 12C

“Discussed at least annually at a board meeting to keep members aware.”

Form 990, Part VI, Section B, Line 15

“Annual reviews are completed with consideration of accomplishments of personal and business goals. Comparibility studies are used in conjunction with accomplishments.”

Form 990, Part VI, Section C, Line 19

“Available at the office upon request.”

Filing and Contact Details

Filer

Filer Name
The Phoenix Residence Inc
EIN
41-6170035
Phone
6512277655
Address
330 MARIE AVE EAST, WEST ST PAUL, MN 55118

Signing Officer

Name
Darlene Scott
Title
President/CEO
Phone
6512277655
Signed
2021-09-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Darlene Scott
Formed
1996
Legal Domicile
Mn
Voting Board Members
11
Independent Board Members
10
Employees
351
Volunteers
0

Preparer

Firm
Lb Carlson Llp
Address
605 HIGHWAY 169 SUITE 650, MINNEAPOLIS, MN 55441
Preparer
Darren Kray CPA
Phone
7635358150
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising events 20,858.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising events 20,858.”

Raw XML AppendixShowing 400 of 576 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0633750
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0795481
IRS990/AccountsReceivableGrp/BOYAmt0896395
IRS990/AccountsReceivableGrp/EOYAmt0871116
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PHOENIX RESIDENCE, INC. IS COMMITTED TO DEVELOPING PERSON CENTERED QUALITY LIVING EXPERIENCES FOR PERSONS WITH DISABILITIES.
IRS990/AllOtherContributionsAmt06290
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt033758
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0555284
IRS990/AllOtherExpensesGrp/TotalAmt0589042
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PAM CONNOLLY
IRS990/BooksInCareOfDetail/PhoneNum06512277655
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0330 MARIE AVE EAST
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST ST PAUL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055118
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt09187
IRS990/CashNonInterestBearingGrp/EOYAmt021537
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt0170845
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02033817
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt014359
IRS990/CYOtherExpensesAmt03288798
IRS990/CYOtherRevenueAmt0143448
IRS990/CYProgramServiceRevenueAmt012155292
IRS990/CYRevenuesLessExpensesAmt01426395
IRS990/CYSalariesCompEmpBnftPaidAmt09631723
IRS990/CYTotalExpensesAmt012920521
IRS990/CYTotalFundraisingExpenseAmt010613
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt014346916
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt073568
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0431484
IRS990/DepreciationDepletionGrp/TotalAmt0505052
IRS990/Desc0RESIDENTAL SERVICES FOR THE DEVELOPMENTALLY DISABLED AND PHYSICALLY HANDICAPPED ADULTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt050262
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0140532
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0351
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt011542805
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt065074
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0143291
IRS990/FeesForServicesAccountingGrp/TotalAmt0208365
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt84.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt94.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt104.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt114.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1330.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0SANDRA BURROWES
IRS990/Form990PartVIISectionAGrp/PersonNm1KIRSTEN GREGERSON
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD J IVANCEMD
IRS990/Form990PartVIISectionAGrp/PersonNm3ELIZABETH JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES WOODARD JR
IRS990/Form990PartVIISectionAGrp/PersonNm5ERIC SCHULTZ
IRS990/Form990PartVIISectionAGrp/PersonNm6JENNIFER BUCHANAN
IRS990/Form990PartVIISectionAGrp/PersonNm7DARLENE SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm8GARRETT COLAO
IRS990/Form990PartVIISectionAGrp/PersonNm9JEFFERY POINTS
IRS990/Form990PartVIISectionAGrp/PersonNm10JULIE NAGORSKI
IRS990/Form990PartVIISectionAGrp/PersonNm11JAMIE GRUPE
IRS990/Form990PartVIISectionAGrp/PersonNm12PAM CONNOLLY
IRS990/Form990PartVIISectionAGrp/PersonNm13MARY THIRSTEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7308276
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12163590
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13157560
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP OF FINANCIAL SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP OF OPERATIONS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0170845
IRS990/FundraisingDirectExpensesAmt020858
IRS990/FundraisingGrossIncomeAmt053031
IRS990/GainOrLossGrp/OtherAmt09538
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt01856682
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt09538
IRS990/GrossReceiptsAmt014367774
IRS990/GrossRentsGrp/RealAmt0110875
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04851
IRS990/InsuranceGrp/ProgramServicesAmt096012
IRS990/InsuranceGrp/TotalAmt0100863
IRS990/InvestmentIncomeGrp/ExclusionAmt04821
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04821
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06315238
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06698730
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06553528
IRS990/LandBldgEquipCostOrOtherBssAmt012868766
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PHOENIX RESIDENCE, INC. IS COMMITTED TO DEVELOPING PERSON CENTERED QUALITY LIVING EXPERIENCES FOR PERSONS WITH DISABILITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07804707
IRS990/NetAssetsOrFundBalancesEOYAmt09231102
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt09538
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09538
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt032173
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt032173
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0110875
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0110875
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07754445
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09090570
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03657
IRS990/OccupancyGrp/ProgramServicesAmt036244
IRS990/OccupancyGrp/TotalAmt039901
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016950
IRS990/OfficeExpensesGrp/ProgramServicesAmt013024
IRS990/OfficeExpensesGrp/TotalAmt029974
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt058836
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0744097
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0802933
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1PURCHASED SERVICES
IRS990/OtherExpensesGrp/Desc2FOOD EXPENSE
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02240
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19694
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21103
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt327626
IRS990/OtherExpensesGrp/ProgramServicesAmt0717833
IRS990/OtherExpensesGrp/ProgramServicesAmt1387950
IRS990/OtherExpensesGrp/ProgramServicesAmt2351730
IRS990/OtherExpensesGrp/ProgramServicesAmt3286475
IRS990/OtherExpensesGrp/TotalAmt0720073
IRS990/OtherExpensesGrp/TotalAmt1397644
IRS990/OtherExpensesGrp/TotalAmt2352833
IRS990/OtherExpensesGrp/TotalAmt3314101
IRS990/OtherLiabilitiesGrp/BOYAmt05370
IRS990/OtherLiabilitiesGrp/EOYAmt068218
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER SERVICES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0400
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0400
IRS990/OtherRevenueTotalAmt0400
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt09859
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0998115
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07253917
IRS990/OtherSalariesAndWagesGrp/TotalAmt08261891
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0754
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt069292
IRS990/PayrollTaxesGrp/ProgramServicesAmt0496853
IRS990/PayrollTaxesGrp/TotalAmt0566899
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020450
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt025636
IRS990/PrincipalOfficerNm0DARLENE SCOTT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012155292
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012155292
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0186342
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt014531
IRS990/PYOtherExpensesAmt02746223
IRS990/PYOtherRevenueAmt0111728
IRS990/PYProgramServiceRevenueAmt011470456
IRS990/PYRevenuesLessExpensesAmt0279098
IRS990/PYSalariesCompEmpBnftPaidAmt08757736
IRS990/PYTotalExpensesAmt011503959
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011783057
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01426395
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0110875
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt012155692
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0819065
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02622984
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING - 2018 AMOUNT: $ 23,737. MISCELLANEOUS - 2018 AMOUNT: $ 15,598. 2019 AMOUNT: $ 448. 2020 AMOUNT: $ 400.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0167420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0186342
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0112929
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0121041
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0126412
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0714144
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016096
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0117186
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt066571
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01812
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01999
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0203664
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0400
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0448
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt039335
IRS990ScheduleA/OtherIncome170Grp/TotalAmt040183
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.51200
IRS990ScheduleA/PublicSupportPY170Pct00.66670
IRS990ScheduleA/PublicSupportTotal170Amt0490498
IRS990ScheduleA/SubstantialContributorsTotAmt0223646
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0167420
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0186342
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0112929
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0121041
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0126412
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0714144
IRS990ScheduleA/TotalSupportAmt0957991
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt04405118
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04044321
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt08449439
IRS990ScheduleD/EquipmentGrp/BookValueAmt0267619
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01178952
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01446571
IRS990ScheduleD/ExpensesNotReportedAmt020858
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt012920521
IRS990ScheduleD/LandGrp/BookValueAmt01481247
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01481247
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0299592
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0334936
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0634528
IRS990ScheduleD/OtherExpensesIncludedAmt020858
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt099952
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0757029
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0856981
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt068218
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD FOR CLIENTS
IRS990ScheduleD/OtherRevenueAmt020858
IRS990ScheduleD/RevenueNotReportedAmt020858
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt014346916
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EVENTS 20,858.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EVENTS 20,858.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06553528
IRS990ScheduleD/TotalExpensesPerForm990Amt012920521
IRS990ScheduleD/TotalLiabilityAmt068218
IRS990ScheduleD/TotalRevenuePerForm990Amt014346916
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt014367774

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
$10,094,801
Liabilities
$863,699
Net assets
$9,231,102
Revenue
$14,346,916
Expenses
$12,920,521
Net income
$1,426,395
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.62$1.73$7.89$13.7$13.1$0.58
2023Detailed filing. Detailed filing data is available for this year.$9.31$2.01$7.30$12.3$12.7$0.47
2022Detailed filing. Detailed filing data is available for this year.$10.1$2.31$7.77$12.5$13.3$0.81
2021Detailed filing. Detailed filing data is available for this year.$9.46$0.87$8.59$12.1$12.8$0.64
2020Detailed filing. Detailed filing data is available for this year.$10.1$0.86$9.23$14.3$12.9$1.43
2019Detailed filing. Detailed filing data is available for this year.$8.44$0.64$7.80$11.8$11.5$0.28
2018Detailed filing. Detailed filing data is available for this year.$8.63$1.10$7.53$10.9$10.9$0.03
2017Detailed filing. Detailed filing data is available for this year.$8.53$0.97$7.56$10.7$10.5$0.14
2016Detailed filing. Detailed filing data is available for this year.$8.20$0.78$7.42$10.7$10.2$0.50
2015Detailed filing. Detailed filing data is available for this year.$8.43$1.51$6.92$10.8$10.1$0.71
2014Summary only. Only limited summary data is available for this year.$8.61$2.40$6.21$10.3$9.73$0.55
2013Summary only. Only limited summary data is available for this year.$8.31$2.65$5.66$9.44$9.28$0.16
2012Summary only. Only limited summary data is available for this year.$8.73$3.23$5.50$9.24$8.88$0.36
2011Summary only. Only limited summary data is available for this year.$8.92$3.77$5.14$9.21$8.78$0.43