Civic Intelligence

Phi Community Foundation

990 • Fiscal year 2021 • EIN 51-0367729

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 06, 2022

701 Ninth St NWWashington, DC 20068-0001

(202) 253-3675

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

14th percentile

-16%

Higher net margin than 14% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

3rd percentile

-42%

Faster asset growth than 3% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

80th percentile

68%

Faster revenue growth than 80% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Down

$167,274

Down $120,566 (-42%) from 2020

Net Assets

Down

$167,274

Down $120,566 (-42%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$749,473

Up $303,519 (+68%) from 2020

Expenses

Up

$870,039

Up $661,603 (+317%) from 2020

Net Income

Down

-$120,566

Down $358,084 (-151%) from 2020

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $89,238Liabilities 2011: $0Net Assets 2011: $89,2382011Assets 2012: $71,089Liabilities 2012: $0Net Assets 2012: $71,0892012Assets 2013: $38,273Liabilities 2013: $0Net Assets 2013: $38,2732013Assets 2014: $16,895Liabilities 2014: $0Net Assets 2014: $16,8952014Assets 2015: $25,199Liabilities 2015: $0Net Assets 2015: $25,1992015Assets 2016: $36,544Liabilities 2016: $0Net Assets 2016: $36,5442016Assets 2017: $60,052Liabilities 2017: $0Net Assets 2017: $60,0522017Assets 2018: $74,328Liabilities 2018: $0Net Assets 2018: $74,3282018Assets 2020: $287,840Liabilities 2020: $0Net Assets 2020: $287,8402020Assets 2021: $167,274Liabilities 2021: $0Net Assets 2021: $167,2742021Assets 2022: $249,389Liabilities 2022: $159,500Net Assets 2022: $89,8892022Assets 2023: $175,550Liabilities 2023: $93,600Net Assets 2023: $81,9502023Assets 2024: $213,186Liabilities 2024: $85,000Net Assets 2024: $128,1862024

Highlighted filing

2021

Assets$167,274
Liabilities$0
Net Assets$167,274

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $574,692Expenses 2011: $538,429Net Income 2011: $36,2632011Revenue 2012: $563,479Expenses 2012: $586,480Net Income 2012: -$23,0012012Revenue 2013: $555,014Expenses 2013: $587,829Net Income 2013: -$32,8152013Revenue 2014: $620,784Expenses 2014: $642,163Net Income 2014: -$21,3792014Revenue 2015: $672,276Expenses 2015: $663,972Net Income 2015: $8,3042015Revenue 2016: $693,771Expenses 2016: $682,426Net Income 2016: $11,3452016Revenue 2017: $718,797Expenses 2017: $695,289Net Income 2017: $23,5082017Revenue 2018: $703,412Expenses 2018: $689,137Net Income 2018: $14,2752018Revenue 2020: $445,954Expenses 2020: $208,436Net Income 2020: $237,5182020Revenue 2021: $749,473Expenses 2021: $870,039Net Income 2021: -$120,5662021Revenue 2022: $492,597Expenses 2022: $569,982Net Income 2022: -$77,3852022Revenue 2023: $466,092Expenses 2023: $474,031Net Income 2023: -$7,9392023Revenue 2024: $507,912Expenses 2024: $461,676Net Income 2024: $46,2362024

Highlighted filing

2021

Revenue$749,473
Expenses$870,039
Net Income-$120,566
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 6, 2022
Return Version
2021v4.0
Gross Receipts
$831,991
Mission and Program Overview

Mission

The purpose of the Corporation is to promote charitable activities that address community issues of health youth development educational support and low income advocacy within the meaning of Section 501c3 of the IRC as amended including more specially but not by way of limitations. a to promote healthy lifestyles and deliver health education among those least able to afford health care services b to support the development of youth through leadership career exposure and job development programs c to advance intellectual achievements of students studying at institutions of higher learning through scholarships and other educational means d to ensure that families who meet federal poverty standards have access to resources that help them pay for and manage their energy bills.

The mission of this foundation is to promote charitable activities that address community issues of health youth development educations support and finances.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$287,840$167,274▼ $120,566
Rtn Earn Endowment Incm Other Fnds$287,840$167,274▼ $120,566
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$287,840$167,274▼ $120,566
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$287,840$167,274▼ $120,566
Total Liabilities and Net Assets / Fund Balance$287,840$167,274▼ $120,566
Compensation and Service Providers

Board Members and Trustees

NameTitle
Donna CooperPresident
Doug MokoidRegion President
Marshall MurphyVice President
Susan CoanDirector
Allyson DeramoFinancial Secretary
Chardia AverySecretary
Marcus BealSenior Manager
Elizabeth M OdonnellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$749,473
All Other Contributions
$0
Change in Net Assets
$-120,566
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$532,500
Other Expenses$337,539
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$532,500--$532,500
Total Functional Expenses$870,039$0$0$870,039
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Greater Washington Urban LeagueWashington, DC501(c)(3)-$170,000
Interfaith WorksRockville, MD501(c)(3)-$157,500
Delaware State UniversityDover, DE501(c)(3)-$45,000
University of Maryland Eastern ShorePrincess Anne, MD501(c)(3)-$45,000
Community Foodbank of Nj Southern BranchHillside, NJ501(c)(3)-$40,000
New Jersey SharesFlemington, NJ501(c)(3)-$40,000
Marys Center for Maternal Child CareWashington, DC501(c)(3)-$20,000
Val Skinner Foundation IncBay Head, NJ501(c)(3)-$15,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$831,991
Fundraising Direct Expenses$82,518
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf$522,546$522,546$81,087$441,459
Golf$118,644$118,644$725$117,919
Total Events$831,990$831,990$82,518$749,472
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 11B

Part vi section b line 11b; upon completion of the federal form 990 the treasurer provides a copy to the officers for their review and comments. Once the report is signed and mailed a copy remains with the treasurer at the corporate office for any further inspection by officers. Contact information for review - elizabeth m. Odonnel treasurer 701 ninth st. N.w. Washington d.c. 20068; from 9am-5pm monday-friday or call 202 253-3675. Public sector can review the return at the dc offices of tax and ue - exempt organizations division.

Part VI, Line 12C

Part vi section b line 12c - members are encouraged to present any conflict of interest concerns in writing and they are addressed immediately or at the next scheduled meeting.

Filing and Contact Details

Filer

Filer Name
Phi Community Foundation
EIN
51-0367729
In Care Of
% DONNA COOPER
Phone
2022533675
Address
701 NINTH ST NW, WASHINGTON, DC 20068-0001

Signing Officer

Name
Donna Cooper
Title
President
Signed
2022-10-06
Discuss with paid preparer
No

Organization Details

Formed
2002
Legal Domicile
Dc
Voting Board Members
9
Independent Board Members
0
Employees
0
Volunteers
13
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IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0The purpose of the Corporation is to promote charitable activities that address community issues of health youth development educational support and low income advocacy within the meaning of Section 501c3 of the IRC as amended including more specially but not by way of limitations. a to promote healthy lifestyles and deliver health education among those least able to afford health care services b to support the development of youth through leadership career exposure and job development programs c to advance intellectual achievements of students studying at institutions of higher learning through scholarships and other educational means d to ensure that families who meet federal poverty standards have access to resources that help them pay for and manage their energy bills.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0287840
IRS990/NetAssetsOrFundBalancesEOYAmt0167274
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0749473
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt0749473
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0GOLF COURSE FEES
IRS990/OtherExpensesGrp/Desc1GOLF EQUIPMENT, AWARDS, GIFTS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt0270624
IRS990/OtherExpensesGrp/ProgramServicesAmt166915
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt0270624
IRS990/OtherExpensesGrp/TotalAmt166915
IRS990/OtherExpensesGrp/TotalAmt20
IRS990/OtherExpensesGrp/TotalAmt30
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt20
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt00
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt10
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt20
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0DONNA COOPER
IRS990/PriorPeriodAdjustmentsAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.85$1.28$5.08$4.62$0.46
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.94$0.82$4.66$4.74$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.49$1.60$0.90$4.93$5.70$0.77
2021Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$7.49$8.70$1.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.00$2.88$4.46$2.08$2.38
2018Summary only. Only limited summary data is available for this year.$0.74$0.00$0.74$7.03$6.89$0.14
2017Summary only. Only limited summary data is available for this year.$0.60$0.00$0.60$7.19$6.95$0.24
2016Summary only. Only limited summary data is available for this year.$0.37$0.00$0.37$6.94$6.82$0.11
2015Summary only. Only limited summary data is available for this year.$0.25$0.00$0.25$6.72$6.64$0.08
2014Summary only. Only limited summary data is available for this year.$0.17$0.00$0.17$6.21$6.42$0.21
2013Summary only. Only limited summary data is available for this year.$0.38$0.00$0.38$5.55$5.88$0.33
2012Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$5.63$5.86$0.23
2011Summary only. Only limited summary data is available for this year.$0.89$0.00$0.89$5.75$5.38$0.36