Phoenix Institute Inc.

990EZ • Fiscal year 2020 • EIN 61-1066885

Jan 01, 2020 to Dec 31, 2020 • Filed on May 09, 2021

Organization Profile WWW.PHOENIXINSTITUTE.ORG

PO Box 12963Lexington, KY 40583

(859) 231-8449

Siviq Scores

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

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

-18%

Higher net margin than 23% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

-11%

Faster asset growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

-8.0%

Faster revenue growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$75,703

Down $19,543 (-21%) from 2018

Net Assets

$75,703

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin23rd percentile

Revenue

Down

$43,511

Down $7,863 (-15%) from 2018

Expenses

Down

$51,284

Down $6,054 (-11%) from 2018

Net Income

Down

-$7,773

Down $1,809 (-30%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

Highlighted filing

2020

Assets$75,703

Liabilities$0

Net Assets$75,703

Open 2020 Filing

Operations Trend

Revenue Growth56th percentile

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

Highlighted filing

2020

Revenue$43,511

Expenses$51,284

Net Income-$7,773

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: May 9, 2021
Return Version: 2020v4.0
Gross Receipts: $43,511

Mission and Program Overview

Mission

Lectures, publications and resources for spiritual growth

Program Services

Description	Grants	Expenses
The first Sunday of each month Phoenix provides a free special public teaching with a paid speaker. This teaching is also streamed and available for free on the Internet.	$0	$24,647
In normal years, Phoenix provide a minimum of 110 public meetings each year at the building that it owns and maintains. The building and grounds are used solely for purposes directly related to its Program Service.	$0	$17,983
Website and library	$0	$764

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Lea W Schultz	President	PT	$0	-	-
Frank Schultz	Vice President And Secretary	-	$0	-	-
David Thomson	Treasurer	PT	$0	-	-
Paula Thomson	Director	PT	$0	-	-
Steven Smith	Director	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Phoenix Institute Inc
EIN: 61-1066885
Phone: 8592318449
Address: PO Box 12963, Lexington, KY 40583

Signing Officer

Name: David Thomson
Title: Treasurer
Phone: 8592318449
Signed: 2021-05-09

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Rental of meeting space”

Form 990-EZ, Part I, Line 16

“Description;Amount^Library;223|Fundraising;827|Leadership training;1500|Office;22|Education;24048|Social;348|Outreach;1153|Publicity;150|Misc;16^Total;28287^”

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ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
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ReturnHeader/Filer/PhoneNum	0	8592318449
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ReturnHeader/Filer/USAddress/CityNm	0	Lexington
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	KY
ReturnHeader/Filer/USAddress/ZIPCd	0	40583
ReturnHeader/ReturnTs	0	2021-05-09T14:41:40-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $75,703
Liabilities: $0
Net assets: $75,703
Revenue: $43,511
Expenses: $51,284
Net income: -$7,773

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2020Detailed filing. Detailed filing data is available for this year.	$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
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