Civic Intelligence

Phoenix Institute Inc.

990 • Fiscal year 2016 • EIN 61-1066885

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 04, 2017

Organization ProfileWWW.PHOENIXINSTITUTE.ORG
PO Box 12963Lexington, KY 40583-2963

(859) 231-8449

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

53rd percentile

4.5%

Higher net margin than 53% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

48th percentile

0.7%

Faster asset growth than 48% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$141,591

Up $980 (+0.7%) from 2015

Net Assets

Up

$141,591

Up $980 (+0.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin53rd percentile

Revenue

Up

$104,351

Up $18,527 (+22%) from 2015

Expenses

Up

$99,604

Up $16,663 (+20%) from 2015

Net Income

Up

$4,747

Up $1,864 (+65%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$600K$400K$200K$0Assets 2011: $118,321Liabilities 2011: $02011Assets 2012: $131,618Liabilities 2012: $8382012Assets 2013: $136,919Liabilities 2013: $02013Assets 2014: $144,209Liabilities 2014: $02014Assets 2015: $140,611Liabilities 2015: $0Net Assets 2015: $140,6112015Assets 2016: $141,591Liabilities 2016: $0Net Assets 2016: $141,5912016Assets 2017: $99,260Liabilities 2017: $0Net Assets 2017: $99,2602017Assets 2018: $95,246Liabilities 2018: $02018Assets 2020: $75,703Liabilities 2020: $0Net Assets 2020: $75,7032020Assets 2021: $82,868Liabilities 2021: $0Net Assets 2021: $82,8682021Assets 2023: $544,648Liabilities 2023: $0Net Assets 2023: $544,6482023Assets 2024: $541,556Liabilities 2024: $0Net Assets 2024: $541,5562024

Highlighted filing

2016

Assets$141,591
Liabilities$0
Net Assets$141,591
Open 2016 Filing

Operations Trend

Revenue Growth74th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $95,312Expenses 2011: $86,899Net Income 2011: $8,4132011Revenue 2012: $81,051Expenses 2012: $68,660Net Income 2012: $12,3912012Revenue 2013: $73,766Expenses 2013: $68,466Net Income 2013: $5,3002013Revenue 2014: $82,336Expenses 2014: $75,047Net Income 2014: $7,2892014Revenue 2015: $85,824Expenses 2015: $82,941Net Income 2015: $2,8832015Revenue 2016: $104,351Expenses 2016: $99,604Net Income 2016: $4,7472016Revenue 2017: $52,885Expenses 2017: $91,473Net Income 2017: -$38,5882017Revenue 2018: $51,374Expenses 2018: $57,338Net Income 2018: -$5,9642018Revenue 2020: $43,511Expenses 2020: $51,284Net Income 2020: -$7,7732020Revenue 2021: $48,806Expenses 2021: $47,391Net Income 2021: $1,4152021Revenue 2023: $500,069Expenses 2023: $51,216Net Income 2023: $448,8532023Revenue 2024: $81,703Expenses 2024: $84,794Net Income 2024: -$3,0912024

Highlighted filing

2016

Revenue$104,351
Expenses$99,604
Net Income$4,747
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 4, 2017
Return Version
2016v3.0
Gross Receipts
$104,351
Mission and Program Overview

Mission

Lectures, publications and resources for spiritual growth

To offer opportunities for individuals personal empowerment enhanced interpersonal relationships personal spiritual growth

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$112,048$119,713▲ $7,665
Rtn Earn Endowment Incm Other Fnds$112,048$119,713▲ $7,665
Land, Buildings, and Equipment, Net$28,563$21,878▼ $6,685
Pd in Cap Srpls Land Bldg Eqp Fund$28,563$21,878▼ $6,685
Total Assets$140,611$141,591▲ $980
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$140,611$141,591▲ $980
Total Liabilities and Net Assets / Fund Balance$140,611$141,591▲ $980

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,894$102,575$112,469
Leasehold Improvements$11,984$86,434$98,418
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Lea SchultzPresident
Jean ElderDirector
Marion ClarkDirector
David OldhamTreasurer
Frank SchultzVP Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$47,090
Program Service Revenue
$57,074
Investment Income
$87
Other Revenue
$100
All Other Contributions
$47,090
Change in Net Assets
$4,747
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$99,604
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$47,794--$47,794
Occupancy$7,422--$7,422
Other Expenses$5,269--$5,269
Insurance$4,031--$4,031
All Other Expenses$3,173--$3,173
Office Expenses$174$1,160-$1,334
Advertising$1,284--$1,284
Information Technology$969--$969
Total Functional Expenses$98,444$1,160$0$99,604
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
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Franklea Schultzofficers/directProvided 4 half day workshopsNo$18,847
Franklea SchultzOfficers/DirectProvided speakers for 14 public meetNo$16,250
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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 1A

“no difference in voting rights among governing body members”

Part VI Line 2

“Frank & Lea Schultz: married officers and directors; Angela Henson”

Part VI Line 2

“& David Gosselin: married members of management”

Part VI Line 7A

“The Board of Directors nominates and elects officers and”

Part VI Line 7A

“directors of the organization.”

Part VI Line 11B

“Completed 990 sent to members of the Board for review. Questions”

Part VI Line 11B

“are answered, requested changes made, and it is filed with IRS.”

Part VI Line 12C

“All transactions are approved by the management team and”

Part VI Line 12C

“governing body who are aware of any potential conflicts.”

Part VI Line 19

“All available on request; governing docs at Guidestar.org”

Filing and Contact Details

Filer

Filer Name
Phoenix Institute Inc
EIN
61-1066885
In Care Of
% Frank Schultz
Phone
8592318449
Address
PO Box 12963, Lexington, KY 40583-2963

Signing Officer

Name
Frank Schultz
Title
Vice President Secretary
Phone
8593380746
Signed
2017-10-04

Organization Details

Principal Officer
Frank Schultz
Formed
1985
Legal Domicile
Ky
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
19
Supplemental Narrative

Additional Explanations

Part IX Line 24E

“bank fees Total expenses - $1765.00 Program service expenses - $1765.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00”

Part IX Line 24E

“FundRaising Solicitation Total expenses - $1381.00 Program service expenses - $1381.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00”

Part IX Line 24E

“Gov Fees Total expenses - $27.00 Program service expenses - $27.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00”

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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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt09894
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0102575
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0112469
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt011984
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt086434
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt098418
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt021878
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0FRANKLEA SCHULTZ
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1FRANKLEA SCHULTZ
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Officers/Direct
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1officers/direct
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd3false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd4false
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd7false
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd9false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt016250
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt118847
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Provided speakers for 14 public meet
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1Provided 4 half day workshops
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/TransactionCorrectedInd0false
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/TransactionCorrectedInd1false
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/TransactionCorrectedInd2false
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/TransactionCorrectedInd3false
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/TransactionCorrectedInd4false
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/TransactionCorrectedInd5false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd2false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd3false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd4false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd5false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd6false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd7false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd8false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd9false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd2false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd3false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd4false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd5false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd6false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd7false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd8false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd9false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd2false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd3false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd4false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd5false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd6false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd7false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd8false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd9false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0no difference in voting rights among governing body members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Frank & Lea Schultz: married officers and directors; Angela Henson
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2& David Gosselin: married members of management
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Board of Directors nominates and elects officers and
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4directors of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Completed 990 sent to members of the Board for review. Questions
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6are answered, requested changes made, and it is filed with IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7All transactions are approved by the management team and
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8governing body who are aware of any potential conflicts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9All available on request; governing docs at Guidestar.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10bank fees Total expenses - $1765.00 Program service expenses - $1765.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11FundRaising Solicitation Total expenses - $1381.00 Program service expenses - $1381.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Gov Fees Total expenses - $27.00 Program service expenses - $27.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part VI Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part VI Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part VI Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Part IX Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0140611
IRS990/TotalAssetsEOYAmt0141591
IRS990/TotalAssetsGrp/BOYAmt0140611
IRS990/TotalAssetsGrp/EOYAmt0141591
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt047090
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01160
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt098444
IRS990/TotalFunctionalExpensesGrp/TotalAmt099604
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0140611
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0141591
IRS990/TotalProgramServiceExpensesAmt061946
IRS990/TotalProgramServiceRevenueAmt057074

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$141,591
Liabilities
$0
Net assets
$141,591
Revenue
$104,351
Expenses
$99,604
Net income
$4,747
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$0.00$5.42$0.82$0.85$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$0.00$5.45$5.00$0.51$4.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.00$0.83$0.49$0.47$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.44$0.51$0.08
2018Summary only. Only limited summary data is available for this year.$0.95$0.00$0.51$0.57$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.53$0.91$0.39
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$1.04$1.00$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.86$0.83$0.03
2014Summary only. Only limited summary data is available for this year.$1.44$0.00$0.82$0.75$0.07
2013Summary only. Only limited summary data is available for this year.$1.37$0.00$0.74$0.68$0.05
2012Summary only. Only limited summary data is available for this year.$1.32$0.01$0.81$0.69$0.12
2011Summary only. Only limited summary data is available for this year.$1.18$0.00$0.95$0.87$0.08