Civic Intelligence

Sn Phelps Research Institute Inc

EIN 46-5025689 • 501(c)3 • Winter Haven, FL

Profile

Further christian or educational purposes.

6105 Spirit Lake RoadWinter Haven, FL 33880

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

2.19x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

1st percentile

-25689%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

14th percentile

-7.5%

Faster asset growth than 14% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$13,203,830

Down $1,075,904 (-7.5%) from 2023

Liabilities

Up

$9,275

Up $4,875 (+111%) from 2023

Net Assets

Down

$13,194,555

Down $1,080,779 (-7.6%) from 2023

Operations
Liabilities / Revenue89th percentileNet Margin1st percentile

Revenue

Down

$4,232

Down $14,248,269 (-100%) from 2023

Expenses

Up

$1,091,375

Up $1,078,725 (+8527%) from 2023

Net Income

Down

-$1,087,143

Down $15,326,994 (-108%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2017: $10,002Liabilities 2017: $02017Assets 2018: $15,156Liabilities 2018: $0Net Assets 2018: $15,1562018Assets 2019: $14,946Liabilities 2019: $0Net Assets 2019: $14,9462019Assets 2020: $14,485Liabilities 2020: $0Net Assets 2020: $14,4852020Assets 2021: $13,986Liabilities 2021: $0Net Assets 2021: $13,9862021Assets 2022: $12,668Liabilities 2022: $4,875Net Assets 2022: $7,7932022Assets 2023: $14,279,734Liabilities 2023: $4,400Net Assets 2023: $14,275,3342023Assets 2024: $13,203,830Liabilities 2024: $9,275Net Assets 2024: $13,194,5552024

Highlighted filing

2024

Assets$13,203,830
Liabilities$9,275
Net Assets$13,194,555
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2017: $10,002Expenses 2017: $0Net Income 2017: $10,0022017Revenue 2018: $10,154Expenses 2018: $5,000Net Income 2018: $5,1542018Revenue 2019: $10,290Expenses 2019: $10,500Net Income 2019: -$2102019Revenue 2020: $10,039Expenses 2020: $10,500Net Income 2020: -$4612020Revenue 2021: $10,001Expenses 2021: $10,500Net Income 2021: -$4992021Revenue 2022: $10,182Expenses 2022: $16,375Net Income 2022: -$6,1932022Revenue 2023: $14,252,501Expenses 2023: $12,650Net Income 2023: $14,239,8512023Revenue 2024: $4,232Expenses 2024: $1,091,375Net Income 2024: -$1,087,1432024

Highlighted filing

2024

Revenue$4,232
Expenses$1,091,375
Net Income-$1,087,143
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$13,203,830
Liabilities
$9,275
Net assets
$13,194,555
Revenue
$4,232
Expenses
$1,091,375
Net income
-$1,087,143
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.01$13.2$0.00$1.09$1.09
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.3$0.00$14.3$14.3$0.01$14.2
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.01$0.02$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$0.01$0.01$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$0.01$0.01$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$0.01$0.01$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$0.01$0.01$0.01
2017Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.00$0.01
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 12, 2025
Return Version
2023v6.0
Gross Receipts
$14,252,501
Mission and Program Overview

Mission

Further christian or educational purposes

To FURTHER CHRISTIAN OR EDUCATIONAL PURPOSES.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,793$14,275,334▲ $14,267,541
Cash and Non-Interest-Bearing Accounts$12,668$150▼ $12,518
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net-$0-
Loans From Officers Directors-$0-
Total Assets$12,668$14,279,734▲ $14,267,066
Other Assets Total$0$14,279,584▲ $14,279,584
Liabilities
Accounts Payable and Accrued Expenses$4,700$4,050▼ $650
Other Liabilities$175$350▲ $175
Total Liabilities$4,875$4,400▼ $475
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,793$14,275,334▲ $14,267,541
Total Liabilities and Net Assets / Fund Balance$12,668$14,279,734▲ $14,267,066

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$14,279,584--
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Fred J Boling JrChairman & President
Robert E CurryDirector
Sheldon M SchusterDirector
Richard E WallachAsst Secretary & Asst Treasurer
Amanda S ConnerSecretary & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,279,584
Program Service Revenue
$0
Investment Income
$1,873
Other Revenue
$-28,956
All Other Contributions
$14,279,584
Change in Net Assets
$14,239,851

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Secur Prtnrshp Trust Intrsts1$14,279,584Market value
Total Noncash Contributions1$14,279,584-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$11,500
Other Expenses$1,150
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,500--$11,500
Fees for Services Other$0$975$0$975
Other Expenses-$175-$175
Total Functional Expenses$11,500$1,150$0$12,650
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$0-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
other payable to LLC$350
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2 Family/business relationships amongst interested persons

“names - Business relationship”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The Form 990 was reviewed by the governing board prior to filing.”

Form 990, Part VI, Line 19 Required documents available to the public

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
SN Phelps Research Institute Inc
EIN
46-5025689
Phone
8635341292
Address
6105 Spirit Lake Road, Winter Haven, FL 33880

Signing Officer

Name
Fred J Boling Jr
Title
Chairman & President
Phone
2035043100
Signed
2025-09-12
Discuss with paid preparer
Yes

Organization Details

Formed
2021
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Forvis Mazars LLP
Address
500 Ridgefield Court, Asheville, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

“Plus Ultra K-1 activity - 27690;”

Raw XML Appendix376 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
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06105 Spirit Lake Road
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IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
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IRS990/ExpenseAmt011500
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IRS990/FeesForServicesOtherGrp/TotalAmt0975
IRS990/ForeignActivitiesInd0false
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IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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IRS990/Form990PartVIISectionAGrp/PersonNm3Amanda S Conner
IRS990/Form990PartVIISectionAGrp/PersonNm4Richard E Wallach
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman & President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary & Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Asst Secretary & Asst Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr02021
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt011500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt011500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt011500
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt014252501
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
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IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt07793
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IRS990/OperateHospitalInd0false
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IRS990ScheduleD/TotalLiabilityAmt0350
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecurPrtnrshpTrustIntrstsGrp/ContributionCnt01
IRS990ScheduleM/SecurPrtnrshpTrustIntrstsGrp/MethodOfDeterminingRevenuesTxt0Market value
IRS990ScheduleM/SecurPrtnrshpTrustIntrstsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecurPrtnrshpTrustIntrstsGrp/NoncashContributionsRptF990Amt014279584
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0names - Business relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 was reviewed by the governing board prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Plus Ultra K-1 activity - 27690;
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2 Family/business relationships amongst interested persons
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19 Required documents available to the public
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9 Other changes in net assets or fund balances
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0SN Phelps Research Institute Inc
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0272289439
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct00.718
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0Unrelated
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0Holding Company
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0Plus Ultra LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt019288
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt0120869
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt06105 Spirit Lake Road
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0Winter Garden
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd033880
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt012668
IRS990/TotalAssetsEOYAmt014279734
IRS990/TotalAssetsGrp/BOYAmt012668
IRS990/TotalAssetsGrp/EOYAmt014279734
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt014279584
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01150
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt011500
IRS990/TotalFunctionalExpensesGrp/TotalAmt012650
IRS990/TotalGrossUBIAmt0-32428
IRS990/TotalLiabilitiesBOYAmt04875
IRS990/TotalLiabilitiesEOYAmt04400
IRS990/TotalLiabilitiesGrp/BOYAmt04875
IRS990/TotalLiabilitiesGrp/EOYAmt04400
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07793
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014275334
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt011500
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05345
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt014252501
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-32428
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012668
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014279734
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/USAddress/AddressLine1Txt06105 Spirit Lake Road
IRS990/USAddress/CityNm0Winter Haven
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033880
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Fred J Boling Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman & President
ReturnHeader/BusinessOfficerGrp/PhoneNum02035043100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SN Phelps Research Institute Inc
ReturnHeader/Filer/BusinessNameControlTxt0SNPH
ReturnHeader/Filer/EIN0465025689
ReturnHeader/Filer/PhoneNum08635341292
ReturnHeader/Filer/USAddress/AddressLine1Txt06105 Spirit Lake Road
ReturnHeader/Filer/USAddress/CityNm0Winter Haven
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033880
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Forvis Mazars LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 Ridgefield Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Asheville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028806
ReturnHeader/PreparerPersonGrp/PhoneNum08282542254
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amy Bibby
ReturnHeader/ReturnTs02025-09-12T16:12:28+00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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