Civic Intelligence

The Philanthropic Enterprise Inc

990EZ • Fiscal year 2017 • EIN 45-5600167

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 28, 2018

PO Box 4449Carmel, IN 46082-4449

(888) 894-8400

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-871%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

5th percentile

-75%

Faster asset growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-94%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$18,716

Down $55,900 (-75%) from 2016

Net Assets

Down

$18,716

Down $55,900 (-75%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$6,521

Down $99,373 (-94%) from 2016

Expenses

Down

$63,322

Down $8,883 (-12%) from 2016

Net Income

Down

-$56,801

Down $90,490 (-269%) from 2016

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $818Liabilities 2012: $02012Assets 2013: $29,905Liabilities 2013: $0Net Assets 2013: $29,9052013Assets 2014: $67,512Liabilities 2014: $0Net Assets 2014: $67,5122014Assets 2015: $33,504Liabilities 2015: $0Net Assets 2015: $33,5042015Assets 2016: $74,616Liabilities 2016: $0Net Assets 2016: $74,6162016Assets 2017: $18,716Liabilities 2017: $0Net Assets 2017: $18,7162017Assets 2018: $3,306Liabilities 2018: $0Net Assets 2018: $3,3062018

Highlighted filing

2017

Assets$18,716
Liabilities$0
Net Assets$18,716

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2012: $5,000Expenses 2012: $4,182Net Income 2012: $8182012Revenue 2013: $83,148Expenses 2013: $54,061Net Income 2013: $29,0872013Revenue 2014: $124,052Expenses 2014: $86,445Net Income 2014: $37,6072014Revenue 2015: $27,932Expenses 2015: $61,940Net Income 2015: -$34,0082015Revenue 2016: $105,894Expenses 2016: $72,205Net Income 2016: $33,6892016Revenue 2017: $6,521Expenses 2017: $63,322Net Income 2017: -$56,8012017Revenue 2018: $5,692Expenses 2018: $21,915Net Income 2018: -$16,2232018

Highlighted filing

2017

Revenue$6,521
Expenses$63,322
Net Income-$56,801
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 28, 2018
Return Version
2017v2.2
Gross Receipts
$6,521
Mission and Program Overview

Mission

The philanthropic enterprise, inc's purpose is to research how voluntary charitable and associational activities promote the welfare of society, educate the public on how charitable activities promote the welfare of society, and to provide funding to advance the theory and practice charitable activities.

Program Services

DescriptionGrantsExpenses
PUBLICATION OF CONVERSATIONS ON PHILANTHROPY VOL IX, BENEFICENCE$0$2,735
TRENDS ON SOUND INNOVATION AND WEBSITE$0$677
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LENORE T EALYPresident/Director-$0--
INGRID A GREGGDirector-$0--
JOHN T THOMAS ESQSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Philanthropic Enterprise Inc
EIN
45-5600167
Phone
8888948400
Address
PO BOX 4449, CARMEL, IN 46082-4449

Signing Officer

Name
Lenore T Ealy
Title
President/director
Phone
3175022735
Signed
2018-02-28
Discuss with paid preparer
Yes

Preparer

Firm
Somerset Cpas Pc
Address
3925 RIVER CROSSING PKWY, INDIANAPOLIS, IN 46240
Preparer
Matthew W Utterback CPA
Phone
3174722200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: supplies . Amount: 13. Description: telephone . Amount: 155. Description: internet expenses . Amount: 248. Description: books & subscriptions . Amount: 4,660. Description: travel . Amount: 17,783. Description: conferences & meetings . Amount: 3,161. Description: bank fees . Amount: 178. Description: insurance . Amount: 720. Description: outside computer services . Amount: 968. Description: advertising . Amount: 20. Description: organization corporate expense . Amount: 22. Description: publications . Amount: 213. Total to form 990-ez, line 16: 28,141.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: prior year adjustments. Amount: 901.

Form 990-ez, Part II, Line 24 - Other Assets

Description: paypal . Beg. Of year amount: 194. End of year amount: 4,585.

Raw XML Appendix154 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0LENORE T EALY
IRS990EZ/BooksInCareOfDetail/PhoneNum03175022735
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011614 FAIRGREEN DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARMEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046032
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074422
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014131
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03896
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-56801
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt032658
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt074616
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018716
IRS990EZ/GrossReceiptsAmt06521
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074616
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018716
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074616
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018716
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LENORE T EALY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1INGRID A GREGG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN T THOMAS ESQ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0194
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04585
IRS990EZ/OtherChangesInNetAssetsAmt0901
IRS990EZ/OtherExpensesTotalAmt028141
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PHILANTHROPIC ENTERPRISE, INC'S PURPOSE IS TO RESEARCH HOW VOLUNTARY CHARITABLE AND ASSOCIATIONAL ACTIVITIES PROMOTE THE WELFARE OF SOCIETY, EDUCATE THE PUBLIC ON HOW CHARITABLE ACTIVITIES PROMOTE THE WELFARE OF SOCIETY, AND TO PROVIDE FUNDING TO ADVANCE THE THEORY AND PRACTICE CHARITABLE ACTIVITIES.
IRS990EZ/PrintingPublicationsPostageAmt02523
IRS990EZ/ProgramServiceRevenueAmt02625
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PUBLICATION OF CONVERSATIONS ON PHILANTHROPY VOL IX, BENEFICENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TRENDS ON SOUND INNOVATION AND WEBSITE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02735
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1677
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt063322
IRS990EZ/TotalProgramServiceExpensesAmt03412
IRS990EZ/TotalRevenueAmt06521
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THEPHILANTHROPICENTERPRISE.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03896
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04944
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt027526
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0124052
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt079733
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0240151
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt07388
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0100000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70600
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0240151
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03896
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04944
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt027526
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0124052
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt079733
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0240151
IRS990ScheduleA/TotalSupportAmt0340151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SUPPLIES . AMOUNT: 13. DESCRIPTION: TELEPHONE . AMOUNT: 155. DESCRIPTION: INTERNET EXPENSES . AMOUNT: 248. DESCRIPTION: BOOKS & SUBSCRIPTIONS . AMOUNT: 4,660. DESCRIPTION: TRAVEL . AMOUNT: 17,783. DESCRIPTION: CONFERENCES & MEETINGS . AMOUNT: 3,161. DESCRIPTION: BANK FEES . AMOUNT: 178. DESCRIPTION: INSURANCE . AMOUNT: 720. DESCRIPTION: OUTSIDE COMPUTER SERVICES . AMOUNT: 968. DESCRIPTION: ADVERTISING . AMOUNT: 20. DESCRIPTION: ORGANIZATION CORPORATE EXPENSE . AMOUNT: 22. DESCRIPTION: PUBLICATIONS . AMOUNT: 213. TOTAL TO FORM 990-EZ, LINE 16: 28,141.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PRIOR YEAR ADJUSTMENTS. AMOUNT: 901.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PAYPAL . BEG. OF YEAR AMOUNT: 194. END OF YEAR AMOUNT: 4,585.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LENORE T EALY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03175022735
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PHILANTHROPIC ENTERPRISE INC
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0455600167
ReturnHeader/Filer/PhoneNum08888948400
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4449
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0460824449
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId038C7EF5906AD44123F9673DE4A5FC85F4FCE0570
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04B44AEE70F2B253FC7B4FC03500C21357517E089
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.250.238.75
ReturnHeader/FilingSecurityInformation/IPDt02018-02-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm013:47:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201717681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOMERSET CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03925 RIVER CROSSING PKWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03174722200
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW W UTTERBACK CPA
ReturnHeader/ReturnTs02018-03-15T14:30:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings