Civic Intelligence

Phoenix Institute Inc.

990 • Fiscal year 2017 • EIN 61-1066885

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-73%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

15th percentile

-30%

Faster asset growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-49%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$99,260

Down $42,331 (-30%) from 2016

Net Assets

Down

$99,260

Down $42,331 (-30%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin6th percentile

Revenue

Down

$52,885

Down $51,466 (-49%) from 2016

Expenses

Down

$91,473

Down $8,131 (-8.2%) from 2016

Net Income

Down

-$38,588

Down $43,335 (-913%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2017

Assets$99,260
Liabilities$0
Net Assets$99,260
Open 2017 Filing

Operations Trend

Revenue Growth9th 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

2017

Revenue$52,885
Expenses$91,473
Net Income-$38,588
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Gross Receipts
$52,885
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
Cash and Non-Interest-Bearing Accounts$119,713$84,047▼ $35,666
Cap Stk Tr Prin Current Funds$119,713$84,047▼ $35,666
Land, Buildings, and Equipment, Net$21,890$15,213▼ $6,677
Pd in Cap Srpls Land Bldg Eqp Fund$21,890$15,213▼ $6,677
Total Assets$141,603$99,260▼ $42,343
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$141,603$99,260▼ $42,343
Total Liabilities and Net Assets / Fund Balance$141,603$99,260▼ $42,343

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,308$106,161-
Leasehold Improvements$8,905$89,513-
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Lea SchultzPresident
Marion ClarkMber Brd of Director
Frank SchultzSecretaryVice Preside
David OldhamTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$37,348
Program Service Revenue
$15,125
Investment Income
$39
Other Revenue
$373
All Other Contributions
$37,348
Change in Net Assets
$-38,588
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$91,473
Total Fundraising Expense$2,333
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$35,313--$35,313
Conferences and Meetings$35,155--$35,155
All Other Expenses$6,695-$2,333$9,028
Insurance$3,044$975-$4,019
Office Expenses$1,437$1,464-$2,901
Other Expenses$2,279--$2,279
Advertising$1,550--$1,550
Information Technology$812--$812
Interest$416--$416
Total Functional Expenses$86,701$2,439$2,333$91,473
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
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 the voting rights”

Part VI Line 1A

“general day-to-day decision-making to executive committee”

Part VI Line 1A

“called the Decision Making Group”

Part VI Line 2

“Frank & Lea Schultz are spouses and are officers and on the”

Part VI Line 2

“board of directors”

Part VI Line 8B

“The final decisions of each committee is reported to the other committees”

Part VI Line 8B

“and the Decision Making Group who makes the final decision”

Part VI Line 11B

“Prior to filing copy of Form 990 provided to Officers and Bd of Directors.”

Part VI Line 11B

“Each reviewed in their own manner.”

Part VI Line 15A or B

“there was no compensation provided to any officer or member”

Part VI Line 15A or B

“of the governing body. So no review was needed.”

Part VI Line 19

“They were available on request.”

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
2018-05-15

Organization Details

Principal Officer
Lea Schultz
Formed
1985
Legal Domicile
Ky
Voting Board Members
4
Independent Board Members
2
Employees
0
Volunteers
26
Supplemental Narrative

Additional Explanations

Part IX Line 24E

“Lic fee to solicit donati Total expenses - $2333.00 Program service expenses - $0.00 Mgmt and general expenses - $0.00 Fundraising expenses - $2333.00”

Part IX Line 24E

“ecommerce split with EL Total expenses - $6680.00 Program service expenses - $6680.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00”

Part IX Line 24E

“state fee Total expenses - $15.00 Program service expenses - $15.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00”

Raw XML Appendix377 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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IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt015213
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0no difference in the voting rights
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1general day-to-day decision-making to executive committee
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2called the Decision Making Group
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Frank & Lea Schultz are spouses and are officers and on the
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4board of directors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The final decisions of each committee is reported to the other committees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6and the Decision Making Group who makes the final decision
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Prior to filing copy of Form 990 provided to Officers and Bd of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Each reviewed in their own manner.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9there was no compensation provided to any officer or member
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10of the governing body. So no review was needed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11They were available on request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Lic fee to solicit donati Total expenses - $2333.00 Program service expenses - $0.00 Mgmt and general expenses - $0.00 Fundraising expenses - $2333.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ecommerce split with EL Total expenses - $6680.00 Program service expenses - $6680.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14state fee Total expenses - $15.00 Program service expenses - $15.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI Line 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part VI Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part VI Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part VI Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Part VI Line 15a or b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Part VI Line 15a or b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Part IX Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0141603
IRS990/TotalAssetsEOYAmt099260
IRS990/TotalAssetsGrp/BOYAmt0141603
IRS990/TotalAssetsGrp/EOYAmt099260
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt037348
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02333
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02439
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt086701
IRS990/TotalFunctionalExpensesGrp/TotalAmt091473
IRS990/TotalGrossUBIAmt039
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0141603
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt099260
IRS990/TotalProgramServiceExpensesAmt070974
IRS990/TotalProgramServiceRevenueAmt015125
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt015498
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt052885
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt039
IRS990/TotalVolunteersCnt026
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0141603
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt099260
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0147 Kentucky Ave
IRS990/USAddress/CityNm0Lexington
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040502
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.PHOENIXINSTITUTE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum08593380746
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Phoenix Institute Inc
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0611066885
ReturnHeader/Filer/InCareOfNm0% Frank Schultz
ReturnHeader/Filer/PhoneNum08592318449
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 12963
ReturnHeader/Filer/USAddress/CityNm0Lexington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0405832963
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08657C4B7ADE019DC57F37A19789F150DC1A46C38
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C8ADBB42BEBF33596AABCF093B83BFBFFF1C254D
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId021010520181354495698
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0O
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.136.44.235
ReturnHeader/ReturnTs02018-05-15T13:45:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$99,260
Liabilities
$0
Net assets
$99,260
Revenue
$52,885
Expenses
$91,473
Net income
-$38,588
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
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.53$0.91$0.39
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$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