Civic Intelligence

The Phoenix Association Inc

990EZ • Fiscal year 2018 • EIN 47-1840419

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 15, 2019

Organization ProfilePHOENIXASSOCIATION.ORG
5 River RdWilton, CT 06897

(203) 458-1948

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

84th percentile

$22,709

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 34.6% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

99th percentile

2432%

Faster asset growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

41%

Faster revenue growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$25,273

Up $24,275 (+2432%) from 2017

Net Assets

$25,273

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Up

$65,600

Up $19,025 (+41%) from 2017

Expenses

Down

$41,325

Down $24,847 (-38%) from 2017

Net Income

Up

$24,275

Up $43,872 (+224%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$30K$20K$10K$0Assets 2014: $498Liabilities 2014: $02014Assets 2015: $10,987Liabilities 2015: $02015Assets 2016: $16,795Net Assets 2016: $16,7952016Assets 2017: $998Liabilities 2017: $4,4002017Assets 2018: $25,273Net Assets 2018: $25,2732018Assets 2019: $29,300Net Assets 2019: $29,3002019Assets 2020: $23,162Net Assets 2020: $23,1622020Assets 2021: $0Net Assets 2021: $23,1622021Assets 2022: $7,688Liabilities 2022: $02022Assets 2023: $4,499Liabilities 2023: $02023Assets 2024: $0Net Assets 2024: $02024

Highlighted filing

2018

Assets$25,273
Liabilities-
Net Assets$25,273
Open 2018 Filing

Operations Trend

Revenue Growth83rd percentile

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

$100K$50K$0-$50KRevenue 2014: $18,660Expenses 2014: $17,391Net Income 2014: $1,2692014Revenue 2015: $58,249Expenses 2015: $47,760Net Income 2015: $10,4892015Revenue 2016: $9,732Expenses 2016: $3,875Net Income 2016: $5,8572016Revenue 2017: $46,575Expenses 2017: $66,172Net Income 2017: -$19,5972017Revenue 2018: $65,600Expenses 2018: $41,325Net Income 2018: $24,2752018Revenue 2019: $62,275Expenses 2019: $58,248Net Income 2019: $4,0272019Revenue 2020: $10,000Expenses 2020: $16,138Net Income 2020: -$6,1382020Revenue 2021: $02021Revenue 2022: $0Expenses 2022: $5,992Net Income 2022: -$5,9922022Revenue 2023: $0Expenses 2023: $3,189Net Income 2023: -$3,1892023Revenue 2024: $0Expenses 2024: $4,899Net Income 2024: -$4,8992024

Highlighted filing

2018

Revenue$65,600
Expenses$41,325
Net Income$24,275
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 15, 2019
Return Version
2018v3.1
Gross Receipts
$65,600
Mission and Program Overview

Mission

Humanizing of the correctional system.

Program Services

DescriptionGrantsExpenses
Specially designed dialogue sessions between successful ex-offenders and staff of the CT Dept of Corrections to increase empathy and understanding.$41,325-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen LanzaExecutive DirectorPT$22,709-$22,709
VIVIEN BLACKFORDPresidentPT$0--
EMMANUEL FORDDirector-$0--
DONALD SAWYERDirector-$0--
Jeffrey EarlsTreasurer-$0--
Brent PeterkinVice Chair-$0--
SHELBY BROWNDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Phoenix Association Inc
EIN
47-1840419
Phone
2034581948
Address
5 RIVER RD, WILTON, CT 06897

Signing Officer

Name
Vivien Blackford
Title
Chair,sec,treas
Signed
2019-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Withrow Koftinow & Baggett LLP
Address
920 15th Street, Modesto, CA 95354
Preparer
Meryl Rihn
Phone
2095258050
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $172”

Other Expenses.1003

“Information Technology $346”

Other Expenses.1006

“Payments of Travel or Entertainment for Public Officials $176”

Other Expenses.1012

“Insurance $1358”

Other Expenses.1

“Delivery of csg program $1231”

Raw XML Appendix152 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THE PHOENIX ASSOCIATION
IRS990EZ/BooksInCareOfDetail/PhoneNum02034581948
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05 RIVER RD STE 243wILTON ct
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GUILFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006897
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0998
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025273
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt065600
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt024275
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt015201
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0998
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025273
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt065600
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0998
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025273
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0998
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025273
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt515.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt522709
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VIVIEN BLACKFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EMMANUEL FORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONALD SAWYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jeffrey Earls
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Brent Peterkin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Stephen Lanza
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHELBY BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03283
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HUMANIZING OF THE CORRECTIONAL SYSTEM.
IRS990EZ/PrintingPublicationsPostageAmt0132
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Specially designed dialogue sessions between successful ex-offenders and staff of the CT Dept of Corrections to increase empathy and understanding.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt041325
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt022709
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041325
IRS990EZ/TotalProgramServiceExpensesAmt041325
IRS990EZ/TotalRevenueAmt065600
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PHOENIXASSOCIATION.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt065600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt046575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt09732
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt058249
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt018660
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0198816
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0198816
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt065600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt046575
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt09732
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt058249
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt018660
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0198816
IRS990ScheduleA/TotalSupportAmt0198816
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $172
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $346
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Payments of Travel or Entertainment for Public Officials $176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1358
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DELIVERY OF CSG PROGRAM $1231
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VIVIEN BLACKFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR,SEC,TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PHOENIX ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0471840419
ReturnHeader/Filer/PhoneNum02034581948
ReturnHeader/Filer/USAddress/AddressLine1Txt05 RIVER RD
ReturnHeader/Filer/USAddress/CityNm0WILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006897
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454105639
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Withrow Koftinow & Baggett LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0920 15th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Modesto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095354
ReturnHeader/PreparerPersonGrp/PhoneNum02095258050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Meryl Rihn
ReturnHeader/ReturnTs02019-10-15T14:56:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,273
Liabilities
-
Net assets
$25,273
Revenue
$65,600
Expenses
$41,325
Net income
$24,275
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$4.90$4.90
2023Summary only. Only limited summary data is available for this year.$4.50$0.00$0.00$3.19$3.19
2022Summary only. Only limited summary data is available for this year.$7.69$0.00$0.00$5.99$5.99
2021Detailed filing. Detailed filing data is available for this year.$0.00$23.2$0.00
2020Detailed filing. Detailed filing data is available for this year.$23.2$23.2$10.0$16.1$6.14
2019Detailed filing. Detailed filing data is available for this year.$29.3$29.3$62.3$58.2$4.03
2018Detailed filing. Detailed filing data is available for this year.$25.3$25.3$65.6$41.3$24.3
2017Summary only. Only limited summary data is available for this year.$1.00$4.40$46.6$66.2$19.6
2016Detailed filing. Detailed filing data is available for this year.$16.8$16.8$9.73$3.88$5.86
2015Summary only. Only limited summary data is available for this year.$11.0$0.00$58.2$47.8$10.5
2014Summary only. Only limited summary data is available for this year.$0.50$0.00$18.7$17.4$1.27