Civic Intelligence

The Phoenix Charitable Foundation Inc

990PF • Fiscal year 2019 • EIN 46-1350100

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

2060 MT Paran Rd NWAtlanta, GA 30327

(404) 255-0500

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

93rd percentile

106%

Faster asset growth than 93% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Assets

Up

$18,925

Up $9,750 (+106%) from 2018

Net Assets

Up

$18,925

Up $9,750 (+106%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue

Up

$10,000

Up $10,000 from 2018

Expenses

Up

$250

Up $50 (+25%) from 2018

Net Income

Up

$9,750

Up $9,950 (+4975%) from 2018

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2014: $9,600Liabilities 2014: $1Net Assets 2014: $9,6002014Assets 2015: $9,600Liabilities 2015: $1Net Assets 2015: $9,6002015Assets 2016: $9,575Liabilities 2016: $0Net Assets 2016: $9,5752016Assets 2018: $9,175Liabilities 2018: $0Net Assets 2018: $9,1752018Assets 2019: $18,925Liabilities 2019: $1Net Assets 2019: $18,9252019Assets 2020: $27,814Liabilities 2020: $1Net Assets 2020: $27,8142020Assets 2021: $36,314Liabilities 2021: $1Net Assets 2021: $36,3142021

Highlighted filing

2019

Assets$18,925
Liabilities$1
Net Assets$18,925

Operations Trend

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

$10K$5.0K$0-$5.0KRevenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2016: $0Expenses 2016: $25Net Income 2016: -$252016Revenue 2018: $0Expenses 2018: $200Net Income 2018: -$2002018Revenue 2019: $10,000Expenses 2019: $250Net Income 2019: $9,7502019Revenue 2020: $10,000Expenses 2020: $1,111Net Income 2020: $8,8892020Revenue 2021: $10,000Expenses 2021: $500Net Income 2021: $9,5002021

Highlighted filing

2019

Revenue$10,000
Expenses$250
Net Income$9,750
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
A J Block JrTrusteeFT$0--
Filing and Contact Details

Filer

Filer Name
The Phoenix Charitable Foundation Inc
EIN
46-1350100
Address
2060 MT PARAN RD NW, Atlanta, GA 30327

Signing Officer

Name
A J Block JR
Title
Trustee
Phone
4042616900
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Law Office of Donald P Edwards LLC
Address
533 Johnson Ferry Rd Ste 400, Marietta, GA 30068
Preparer
Donald P Edwards
Phone
4042550500
Raw XML Appendix192 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.

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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0250
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt014175
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt014175
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0213
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0698
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013962
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.0
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt013962
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt09431
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt09456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Atlanta
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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IRS990ScheduleB/GeneralRuleInd0X
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0A J Block JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04042616900
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PHOENIX CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0461350100
ReturnHeader/Filer/USAddress/AddressLine1Txt02060 MT PARAN RD NW
ReturnHeader/Filer/USAddress/CityNm0Atlanta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030327
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F27DE6C78B7E3EB82BE6BDEDE335827B2607B96F
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05858952020322v2dn1ov
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-17
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.215.227.23
ReturnHeader/FilingSecurityInformation/IPDt02020-11-17
ReturnHeader/FilingSecurityInformation/IPTm008:26:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463202023
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Law Office of Donald P Edwards LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0533 Johnson Ferry Rd Ste 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Marietta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030068
ReturnHeader/PreparerPersonGrp/PhoneNum04042550500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donald P Edwards
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-16T10:54:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • <$500k nonprofits